New England Capital Planners, Inc.

New England Capital Planners, Inc. (CRD# 109708) is a financial advisory firm headquartered in Avon, CT. They manage $85,000,000 in 85 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $1,000,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at New England Capital Planners, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Robert D. Smith
CRD#: 428738
20 Avon Meadow Lane, P.o. Box 1277, Avon, CT 06001
96
Wealthminder
score

Robert Smith (CRD# 428738) is an Investment Advisor Representative working at New England Capital Planners, Inc. in Avon, CT and has over 35 years of experience in the finance industry.

2
Normand A. Keeney
CRD#: 266138
152 Simsbury Rd., Building 9, Avon, CT 06001
84
Wealthminder
score

Normand Keeney (CRD# 266138) is an Investment Advisor Representative working at New England Capital Planners, Inc. in Avon, CT and has over 35 years of experience in the finance industry.

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