Connor Allen Woods Brisson

Northeast Planning Associates, INC.

6 Years of Experience

View SEC Summary

Firm Information

Northeast Planning Associates, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

65 advisors

Number of Clients

1,137 clients

Average Client Portfolio

$288K average

Assets Under Management

$327.7M

Fee Structure

Financial Plan Fee:$500 - $25,000

Hourly Rate:$100 - $500/hr

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.

View Full Brochure on SEC

Areas of Practice

Retirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

Burlington, VT

Get directions

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

March 2016

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Connor operates under Northeast Planning Associates, Inc. as a DBA for his LPL business and as a Registered Investment Advisor. Connor is also an insurance agent selling life, health, disability, long-term care, and fixed annuities, dedicating a few hours per week to this.