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.
43 Constitution Drive, Bedford, NH, 03110
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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 →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.