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
26 Parker Street, Unit B, Newburyport, MA, 01950
Get directionsRegulatory History
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.
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Dylan operates under Northeast Planning Associates, Inc. as a DBA for his LPL business, dedicating nearly full-time hours to this investment-related activity.