BH
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Benjamin Hiers

18 Years of Experience
Broker

Benjamin Hiers is a registered investment advisor at Northeast Planning Associates, INC., based in Bedford, NH, with 18 years of industry experience. Benjamin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
68 advisors
IM Fee
Planning only
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. 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.
Annual Retainer:$500 - $25,000/year
One-Time Plan:Up to $25,000
Hourly Rate:$100 - $500/hr
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Location

43 Constitution Dr., Bedford, NH, 03110

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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.

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Other Business Activities

Benjamin operates Northeast Planning Associates, Inc. as a DBA for LPL business since 2007. He also works as an Investment Advisor Representative (IAR) for Northeast Planning Associates, Inc., providing financial planning and investment management, dedicating a few hours per week to this role.

Employment History
Current Registrations
Northeast Planning Associates, INC.
February 2008 - Present · 18 yrs 2 mos
LPL Financial LLC
February 2008 - Present · 18 yrs 2 mos
LPL Financial LLCBroker
November 2007 - Present · 18 yrs 5 mos
LPL Financial LLC
November 2007 - Present · 18 yrs 5 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.