Northeast Planning Associates is a registered investment advisor that offers broad-based, modular, and consultative financial planning services tailored to individual client needs. The firm creates written financial plans covering various aspects of financial management based on client objectives and circumstances. In addition to personal financial planning, Northeast Planning Associates provides retirement plan advisory services to plan sponsors and participants, operating as a fiduciary under federal retirement plan rules. Clients may also subscribe to a wealth management software platform for account aggregation and document management. Northeast Planning Associates works with individuals, high net worth individuals, trusts, estates, and retirement plans, and generally does not impose a minimum relationship size.
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