Donald Burnham is a registered investment advisor at Northeast Planning Associates, INC., based in Bedford, NH, with 48 years of industry experience. Donald 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 Drive, 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.
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Donald operates Northeast Planning Associates, Inc. as a DBA for his LPL business and as a Registered Investment Advisor. He spends about 10-20% of his time providing financial planning and investment management services.
Employment History
Current Registrations
Northeast Planning Associates, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Mutual Service CorporationBroker
Veravest Investments, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Chubb Securities CorporationBroker
State Registrations1 state
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