Phillip Curtis

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