Northeast Planning Associates, Inc.
Northeast Planning Associates, Inc. (CRD# 131406) is a financial advisory firm headquartered in Bedford, NH. They manage $19,099,438 in 113 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts113ACCOUNTS
Average Account Value$169,022
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, MA, ME, NH, NJ, TX, VT