Jason Lawrence
Jason Lawrence is a CFP-designated registered investment advisor at Northeast Planning Associates, INC., based in Portsmouth, NH, with 16 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 1,137 clients with $330M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Financial planning services may be offered as part of an annual retainer program. The fees generally range between $500 and $25,000 annually. Fees are negotiated and agreed upon in advance on a case-by-case basis.
- Fixed Fee Financial Plans: Fees generally do not exceed $25,000, depending on the scope, complexity, and the experience level of the advisor. There may be extraordinary circumstances, which require a fee greater than $25,000.
- Hourly Financial Planning: Fees generally range between $100 and $500 per hour, depending on the scope, the complexity, and the experience level of the advisor.
Location
25 New Hampshire Ave. Ste 276, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2013Other Business ActivitiesSells Insurance
Jason operates Northeast Planning Associates, Inc. as a DBA for LPL business, dedicating nearly full-time hours, and also as a Registered Investment Advisor, spending minimal time. Additionally, Jason engages in real estate rental activities through Lawrence Realty Group, Silver Street LLC and Lawrence Realty Group, Cushing Street LLC, and sells non-variable insurance, each requiring minimal time.
Employment History
Current Registrations
Northeast Planning Associates, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.