Connor Brisson
Connor Brisson is a registered investment advisor at Northeast Planning Associates, INC., based in Burlington, VT, with 7 years of industry experience. Connor 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
Burlington, VT
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Regulatory History (1)
Financial
March 2016Other 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.
Employment History
Current Registrations
Northeast Planning Associates, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.