Northeast Planning Associates (NPA) provides financial planning services tailored to each client's needs. NPA gathers information about your financial situation and goals, then delivers a written plan to help you achieve them. You are not obligated to act on NPA’s recommendations. NPA's fees are fixed, hourly, or annual retainer-based. NPA also offers retirement plan advisory services and access to wealth management software.
Assets Under Management$330M
Clients1,137
Advisors68
Avg. per Client$290K
Avg. per Advisor$4.8M
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.
Annual Retainer:$500 - $25,000/year
One-Time Plan:Up to $25,000
Hourly Rate:$100 - $500/hr
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Location
68 Advisors at this firm
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