Overview
Assets Under Management: $328 million
Headquarters: BEDFORD, NH
High-Net-Worth Clients: 43
Average Client Assets: $2 million
Frequently Asked Questions
NORTHEAST PLANNING ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131406), NORTHEAST PLANNING ASSOCIATES, INC. is subject to fiduciary duty under federal law.
NORTHEAST PLANNING ASSOCIATES, INC. is headquartered in BEDFORD, NH.
NORTHEAST PLANNING ASSOCIATES, INC. serves 43 high-net-worth clients according to their SEC filing dated July 09, 2025. View client details ↓
According to their SEC Form ADV, NORTHEAST PLANNING ASSOCIATES, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
NORTHEAST PLANNING ASSOCIATES, INC. manages $328 million in client assets according to their SEC filing dated July 09, 2025.
According to their SEC Form ADV, NORTHEAST PLANNING ASSOCIATES, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.08
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,467
Discretionary Accounts: 1,466
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 131406
Filing ID: 2002381
Last Filing Date: 2025-07-09 14:08:00
Website: https://northeastplanning.com