Connor Allen Woods Brisson

Northeast Planning Associates, INC.

6 Years of Experience

1 DisclosureBrokerSells Insurance

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Areas of Practice

Retirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth

Northeast Planning Associates, INC.

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

Location

Burlington, VT

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History

Regulatory History (1)

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Financial

March 2016

Final

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Other Business ActivitiesSells Insurance

Connor operates under Northeast Planning Associates, Inc. as a DBA for his LPL business and as a Registered Investment Advisor. Connor is also an insurance agent selling life, health, disability, long-term care, and fixed annuities, dedicating a few hours per week to this.