Firm Information
Compensation
Number of Advisors
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Fee Structure
NPA's financial planning fees are structured as fixed fees (generally not exceeding $25,000), hourly fees (ranging from $100 to $500 per hour), or annual retainers (ranging from $500 to $25,000 annually), depending on the scope and complexity of the services. Fees are negotiated on a case-by-case basis. NPA may waive financial planning fees at its sole discretion. Subscription fees for wealth management software are up to $100 per month.
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Advisor Information
Office location
66 Hanover St Ste 301, Manchester, NH, 03101
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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
Caleb operates his LPL business under the DBA Northeast Planning Associates, dedicating nearly full-time hours to it. He is also a managing member/owner of American Family Financial Group, an insurance agency, and sells life insurance and annuities, spending about 10-20% of his time on this.