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NORTHEAST PLANNING ASSOCIATES, INC.
CRD 131406 · SEC 801-110475
43 CONSTITUTION DRIVE, BEDFORD, NH, 03110, United States
Phone
(603) 471-0900
Fax
(603) 471-0471
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$414.0M
Discretionary AUM
$414.0M
Team
129 total employees; 69 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 886 | $341.5M |
| High net worth individuals | 73 | $72.5M |
States served
VT, AZ, DE, ME, MA, NY, PA, RI, TX, NH, CT, FL
All web addresses on file
- https://www.tamagniwealthadvisors.com
- https://www.paulhbrock.com
- https://www.heritagewealthmanagers.com
- https://www.mitfcu.org/investment-and-retirement
- https://www.frickefinancial.com
- https://www.jayers.com
- https://www.henrycooley.com
- https://www.olivetreewealth.com
- https://www.chrisbeliveau.com
- https://www.wallyammon.com
- https://www.npaeverett.com
- https://www.jonpharrison.com
- https://www.leblondfinancial.com
- https://www.patgillis.com
- https://www.michaelplans.com
- https://www.newburyportplanning.com
- https://www.mdlynch.com
- https://www.oncourseretirement.com
- https://www.planningforme.com
- https://www.zackflongley.com
- https://www.michaelantosca.com
- https://www.wgibbons.com
- https://www.lawrenceplanning.com
- https://www.weareyourplanners.com
- https://www.wallaceplanning.com
- https://www.deanfinancialplanning.com
- https://www.crowleyplans.com/
- https://www.ryderplans.com/
- https://www.paulfitzpatrickplanning.com
- https://www.dlucente.com
- https://www.financialplanningsecurity.com
- https://www.financialplanningmatters.com
- https://www.bheffernan.com
- https://www.yourwealthplanners.com
- https://www.mainewealthplanning.com
- https://www.caggianoplanning.com
- HTTP://WWW.NORTHEASTPLANNING.COM
- https://www.falmouthfinancial.com/
- https://www.mwoodmanfinancial.com/
- https://www.donsilk.com
- https://www.silkcurtisplanning.com
- https://www.farnhamfinancial.com
- https://www.brissonwealthplanning.com/
- https://www.npawealth.com
- https://www.morrisonfinancialplanning.com/
- https://www.capannola.com
- https://www.provisionwealthplanning.com/
- https://www.acadiaplans.com/
Official SEC filing: View on IAPD