Assets Under Management
$327.7M
Number of Clients
1,137
Number of Advisors
65
Average Client AUM
$288K
AUM per Advisor
$5.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Northeast Planning Associates provides tailored financial planning services, including broad-based, modular, and consultative planning. They gather client information, analyze financial circumstances, and deliver written plans to achieve financial goals. Clients are not obligated to act on recommendations.
Financial planning services may be offered as part of an annual retainer program. The fees generally range between $500 and $25,000 annually.
Fixed fees for financial planning generally do not exceed $25,000. Hourly fees generally range between $100 and $500 per hour.
43 Constitution Drive, Bedford, NH, 03110