NORTHEAST PLANNING ASSOCIATES, INC.

43 Constitution Drive
Bedford, New Hampshire 03110
Tel: (603) 471-0900

About NORTHEAST PLANNING ASSOCIATES, INC.

NORTHEAST PLANNING ASSOCIATES, INC, formally registered with the SEC as NORTHEAST PLANNING ASSOCIATES, INC. The firm was established in 04/28/2017. They have over 33 offices throughout the country.

NORTHEAST PLANNING ASSOCIATES, INC. is a Bedford, New Hampshire based Financial Planning firm with nearly $301,435,475 assets under management, offering retirement planning & investment advisory services to 1318 clients. The firm is staffed with 122 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131406
SEC#	801-110475
Assets Managed by Firm	$301,435,475
No. of Clients	1318
No. of Advisors	122

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (WHITE LABELING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1318	$301,435,475
Individuals (other than high net worth individuals)	1043	$258,156,770
High net worth individuals	28	$43,067,669
Pension and profit sharing plans	Fewer than 5 clients	$211,036

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