Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Areas of Practice
Advisor Information
Office location
43 Constitution Dr., Bedford, NH, 03110
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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
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.