Corey Scrupps
Corey Scrupps is a registered investment advisor at Northeast Planning Associates, INC., based in Newburyport, MA, with 28 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 1,137 clients with $330M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Financial planning services may be offered as part of an annual retainer program. The fees generally range between $500 and $25,000 annually. Fees are negotiated and agreed upon in advance on a case-by-case basis.
- Fixed Fee Financial Plans: Fees generally do not exceed $25,000, depending on the scope, complexity, and the experience level of the advisor. There may be extraordinary circumstances, which require a fee greater than $25,000.
- Hourly Financial Planning: Fees generally range between $100 and $500 per hour, depending on the scope, the complexity, and the experience level of the advisor.
Location
37 1/2 Forrester Street, Newburyport, MA, 01950
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Regulatory History (1)
Customer Dispute
June 2012Other Business ActivitiesSells Insurance
Corey sells non-variable insurance products including life, fixed annuity, LTC, DI and health, dedicating minimal time to this. He also works with Northeast Planning Associates, Inc. as a registered investment advisor, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Northeast Planning Associates, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Royal Alliance Associates, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.