Northeast Planning Associates, Inc.

Northeast Planning Associates, Inc. (CRD# 131406) is a financial advisory firm headquartered in Bedford, NH. They manage $127,664,459 in 1,160 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    1,160
    ACCOUNTS
  • Average Account Value
    $110,056
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
  • Selection of other advisers (including private fund managers)
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.

AZ, MA, ME, NH, TX, VT

Financial Advisors at Northeast Planning Associates, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Craig A. Grover
CRD#: 4573502
360 Harlow Street, Bangor, ME 04401
96
Wealthminder
score

Craig Grover (CRD# 4573502) is an Investment Advisor Representative working at Northeast Planning Associates, Inc. in Bangor, ME and has over 12 years of experience in the finance industry.

2
Donald A. Burnham
CRD#: 838833
43 Constitution Drive, Bedford, NH 03110
93
Wealthminder
score

Donald Burnham (CRD# 838833) is an Investment Advisor Representative working at Northeast Planning Associates, Inc. in Bedford, NH and has over 36 years of experience in the finance industry.

3
Thomas L. Harnish
CRD#: 4315606
360 Harlow Street, Bangor, ME 04401
93
Wealthminder
score

Thomas Harnish (CRD# 4315606) is an Investment Advisor Representative working at Northeast Planning Associates, Inc. in Bangor, ME and has over 10 years of experience in the finance industry.

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