Caitlin Harrison
Caitlin Harrison is a registered investment advisor at Northeast Planning Associates, INC., based in Bedford, NH, with 15 years of industry experience. Caitlin 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
43 Constitution Dr., Bedford, NH, 03110
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Regulatory History
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
Caitlin sells non-variable insurance, term life, fixed annuities, disability insurance, and health insurance, dedicating about 10-20% of her time. She is also a Registered Investment Advisor and Representative with Northeast Planning Associates, and a Registered Representative and Investment Advisor Representative with LPL Financial. Additionally, Caitlin engages in real estate rentals, spending a few hours per week on AirBNB short term rentals.
Employment History
Current Registrations
Northeast Planning Associates, INC.
LPL Financial LLC
LPL Financial LLCBroker
State Registrations27 states
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