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.
43 Constitution Dr., Bedford, NH, 03110
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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 →Claudia operates under the DBA Northeast Planning Associates for her LPL business, dedicating nearly all her time to it. She also provides investment advisory services through Northeast Planning Associates, Inc., spending a few hours per week on this activity.