user avatar

Dylan Burling

Advisor at Northeast Planning Associates, Inc.

Updated today
Northeast Planning Associates, Inc. logo

Firm

Northeast Planning Associates, Inc.

Location

Newburyport, MA 01950

Credentials

CFP®, Series 66

Industry experience

2 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Fixed fees generally do not exceed $25,000 depending on scope and complexity

Commissions

Certain IARs may receive commissions separately through LPL Financial or insurance sales, not through NPA advisory fees

Project-based

Hourly fees generally range between $100 and $500 per hour

Subscriptions

Wealth management software subscription fee up to $100 per month

Other

Fee-only: Fixed fees up to $25,000; Hourly fees $100 to $500 per hour; Annual retainer fees $500 to $25,000 annually

Work history

LPL Financial LLC

2024 - Present (2 years)

Northeast Planning Associates, Inc.

2023 - Present (3 years)

Independence Square Advisors

2022 - 2022 (1 year)

Virginia Tech

2019 - 2023 (4 years)

Martin's Dam Club

2018 - 2022 (4 years)

La Cabra Brewing

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quentara C

CFP®

North Andover, MA

Powwow, LLC

For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is fee-for-service, meaning a family's net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. If you have questions related to every day goals, elder care transition, and kids you've come to the right place. Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. Follow her on social media and reach out to schedule a free consultation.

Elder care planning Caring for aging parents Caretaker Gen X (Born 1965-1980)

Lindsey B

Series 66

Hampton, NH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management Retirement income strategy

John S

Series 63, Series 66

Merrimac, MA

Fidelity

John Shea is a Vice President, Financial Consultant at Fidelity Investments. In this role, he helps individuals and families build and maintain financial plans to support life's most meaningful goals, focusing on retirement income planning, investment guidance, and tax-efficient investing. John has been with Fidelity Investments since 2011, progressing through various roles including Financial Representative, Investment Solutions Representative, Regional Investment Consultant, and Investment Consultant before becoming Vice President, Financial Consultant in 2024. His experience spans multiple facets of financial consulting and investment solutions within the firm. Outside of his professional career, John enjoys boating, camping, family activities, hiking, skiing, and volunteering.

Retirement income strategy Income planning Tax-loss harvesting Wealth management

Christopher M

Series 63, Series 66

Hampton, NH

Fidelity

Chris McCarthy is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through positions including Investment Consultant, Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate. Chris works with individuals and families in the seacoast community to create personalized financial plans tailored to their goals and situations. His approach focuses on assisting clients in working towards their definition of financial success.

General retirement planning Wealth management Passive / index investing Cash flow / budgeting

John F

Series 63, Series 66

Newburyport, MA

Fidelity

Jack Falvey is a Planning Consultant who partners with clients to provide financial planning services along with customer service. He has experience working with Fidelity Investments, where he served as an Investment Solutions Representative from 2021 to 2022 and as a Customer Relationship Advocate from 2020 to 2021. Outside of his professional work, Jack has interests in cars, comedy, fitness, football, social events with friends, and skiing.

Wealth management

Adam B

CFP®, Series 66

Newburyport, MA

Fidelity

Adam Bomberger is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2017. In his role, he focuses on helping clients build and implement financial plans aimed at the growth, preservation, and transfer of their wealth. Prior to his current position, he held roles as a Financial Consultant and Investment Representative at Fidelity Investments from 2013 to 2017. Adam holds a California Insurance License, which supports his work in providing comprehensive financial consulting services. His experience at Fidelity Investments spans over a decade, reflecting his commitment to the financial advisory field.

Wealth management General retirement planning General estate planning guidance Financial Professional
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")