Caitlin Harrison
Caitlin Harrison is a registered investment advisor at Northeast Planning Associates, INC., based in Bedford, NH, with 16 years of industry experience. Caitlin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 959 clients with $410M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Northeast Planning Associates offers ongoing financial planning through an annual retainer program. Fees generally range between $500 and $25,000 annually, depending on the scope of services, complexity, and the experience level of the advisor. Relationships on an annual retainer program include a formal annual plan review.
- Fixed fee financial planning — Generally up to $25,000, depending on the scope, complexity, and experience level of the advisor
- Hourly consulting — $100 to $500 per hour, depending on the scope, complexity, and experience level of the advisor
- Retirement plan advisory services — Fixed fees up to $25,000 or hourly rates from $100 to $500 per hour
- Wealth management software subscription — Up to $100 per month based on features utilized and overall client relationship
Location
43 Constitution Dr., Bedford, NH, 03110
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Caitlin sells non-variable insurance, term life, fixed annuities, disability insurance, and health insurance, dedicating about 10-20% of her time. She is also a Registered Investment Advisor and Representative with Northeast Planning Associates, and a Registered Representative and Investment Advisor Representative with LPL Financial. Additionally, Caitlin engages in real estate rentals, spending a few hours per week on AirBNB short term rentals.
Employment History
Current Registrations
Northeast Planning Associates, INC.
LPL Financial LLC
LPL Financial LLCBroker
State Registrations29 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.
Exams
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