CG
ChFC
CG
ChFC

Craig Alan Grover

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
1,137 clients
Average Client Portfolio
$288K average
Assets Under Management
$327.7M

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.

Fixed fees for financial planning generally do not exceed $25,000. Hourly fees generally range between $100 and $500 per hour.

Annual Retainer:$500 - $25,000/year
One-Time Plan:Up to $25,000
Hourly Rate:$100 - $500/hr
Loading...

Location

43 Constitution Drive, Bedford, NH, 03110

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Craig is an agent for non-variable insurance, selling life insurance and fixed annuities, dedicating minimal time to this activity. He also works nearly full-time for Northeast Planning Associates, Inc. as a registered investment advisor and operates Acadia Wealth Planning as a DBA for his LPL business.

Employment History
Current Registrations
Northeast Planning Associates, INC.
November 2016 - Present · 9 yrs 3 mos
LPL Financial LLC
November 2016 - Present · 9 yrs 3 mos
LPL Financial LLCBroker
November 2016 - Present · 9 yrs 3 mos
Previous Registrations
Mid Atlantic Financial Management, INC.
April 2014 - July 2017 · 3 yrs 3 mos
Mid Atlantic Capital CorporationBroker
April 2014 - November 2016 · 2 yrs 7 mos
Ing Financial Partners, INC
January 2011 - April 2014 · 3 yrs 3 mos
Ing Financial Partners, INC.Broker
January 2011 - April 2014 · 3 yrs 3 mos
Ing Financial Advisers, LLC
February 2006 - January 2011 · 4 yrs 11 mos
Ing Financial Advisers, LLCBroker
December 2005 - January 2011 · 5 yrs 1 mo
New England SecuritiesBroker
November 2002 - January 2006 · 3 yrs 2 mos
State Registrations23 states
CACODEFLINKYLAMAMDMEMINCNHNJNYOHORPARISCVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.