Northeast Planning Associates, INC.
Assets Under Management
$327.7M
Number of Clients
1,137
Number of Advisors
65
Average Client AUM
$288K
AUM per Advisor
$5.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Northeast Planning Associates, Inc. (NPA) provides financial planning services tailored to individual client needs. Services include broad-based, modular, and consultative financial planning, covering various aspects of financial resource management based on client circumstances and objectives. NPA also offers retirement plan advisory services and access to wealth management software.
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
Location
43 Constitution Drive, Bedford, NH, 03110