Northeast Planning Associates

Retirement Planning Firm in Winchester, MA

Firm Info
Address: 237 Lexington St # 201, Woburn, MA 01801, USA
Phone: (857) 362-7337

Firm Size
Assets Under Management: $285.2 million
# of Advisors: 66
# of Clients: 1,518
Client to Advisor Ratio: 23:1
Average Account Size: $187,905
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Northeast Planning Associates, Inc. Overview

Northeast Planning Associates, Inc. is a fee-only Registered Investment Advisory Firm that has been serving clients since 2017. Headquartered in Bedford, NH, the firm provides investment advice exclusively. The firm's fee arrangement ensures that clients receive objective advice that is not influenced by commissions or other incentives. With its focus on investment advice only, the company provides its clients with a specialized team of professionals who can help them achieve their investment objectives. Northeast Planning Associates offers a range of services, including financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm helps clients assess their financial goals and create a customized plan for meeting those goals. The portfolio management services offered by the firm ensure that clients receive personalized investment advice and attention. The pension consulting services offered by the firm provide businesses with the guidance needed to manage and administer their retirement plans. Northeast Planning Associates also offers a selection of other advisors that are carefully evaluated and vetted by the firm to ensure that clients receive the highest level of service. In addition, the firm offers a white-labelling service to other advisors who wish to provide their clients with the same high-quality services that Northeast Planning Associates offers. This service is designed for advisors who want to outsource aspects of their business to a third party without sacrificing quality or control.

NORTHEAST PLANNING ASSOCIATES, INC. serves a wide variety of clients, including individuals and high net worth individuals. These clients seek the expertise of the firm to receive sound financial advice and planning tailored to their specific needs. The firm recognizes that every client is unique and therefore strives to provide customized solutions to their financial concerns. When it comes to fee structures, NORTHEAST PLANNING ASSOCIATES, INC. offers clients the flexibility to choose from different options based on the services they require. For clients who desire long-term management of their investments, the firm offers a percentage of assets under management (AUM) fee structure, where fees are calculated as a percentage of the total value of the assets being managed. Hourly fees are also available for clients who require specific services such as tax planning or estate planning. Lastly, fixed fees are offered for clients who prefer a more straightforward billing arrangement for specific services provided by the firm. NORTHEAST PLANNING ASSOCIATES, INC. prides itself on being transparent in its fee structures, ensuring that clients are aware of all related costs and fees upfront.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, Northeast Planning Associates, Inc. does not impose a minimum relationship size. Therefore, it seems that there is no investment minimum that clients need to meet when working with this firm.

How This Office Can Help Winchester, MA Residents

Northeast Planning Associates (NEPA) is a full-service financial planning firm that offers customized assistance to its clients in Winchester, MA. The team at NEPA helps clients navigate various financial situations, including retirement planning, wealth management, tax planning, and estate planning. With their expertise and personalized approach, they work closely with individuals to create tailored financial solutions that meet their specific needs and goals. Residents in Winchester, MA, face several unique financial challenges, such as a high cost of living, a competitive job market, and an aging population. NEPA takes these challenges into account when creating financial plans for its clients, incorporating strategies to help them save for retirement, manage debt, protect assets, and plan for the future. By providing ongoing guidance and support, NEPA helps clients achieve financial security and peace of mind in the face of the complex financial landscape in Winchester, MA.

To view the Minimum Investment and Fee Schedule for Northeast Planning Associates, Inc., visit their Part 2 Brochure.

Services Offered by Northeast Planning Associates, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Northeast Planning Associates, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 237 Lexington St # 201, Woburn, MA 01801, USA
Phone (857) 362-7337
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 43 CONSTITUTION DRIVE, BEDFORD, NH 3110, United States

This firm has no other locations.

State Registrations

Northeast Planning Associates, Inc. is registered to service clients in the following states:

  • Arizona
  • Delaware
  • Florida
  • Maine
  • Massachusetts
  • New Hampshire
  • New York
  • Texas
  • Vermont

Disciplinary History

Northeast Planning Associates, Inc. does not have any disclosures. Please visit it's Form ADV for more details.