Advisor at Northeast Planning Associates, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Northeast Planning Associates, Inc.
Location
Gardner, MA 01440
Credentials
Series 63, Series 66
Industry experience
40 years
Paul Fitzpatrick is a financial advisor with LPL Financial in Gardner, MA, holding Series 63 and Series 66 credentials and having 40 years of industry experience. He has been with LPL Financial since 1996 and currently operates through Northeast Planning Associates, Inc. Prior to focusing on his advisory work, he served as Vice President of Financial Services at GFA Financial Group. Paul is also a notary public. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.
Based on Northeast Planning Associates, Inc.
Based on Northeast Planning Associates, Inc.
Fixed fees for financial planning generally do not exceed $25,000 depending on scope and complexity.
IARs may earn commissions in separate capacity as registered representatives of LPL Financial; insurance commissions earned separately.
Hourly fees generally range between $100 and $500 per hour depending on scope and complexity.
Wealth management software subscription fee charged monthly up to $100 per month, negotiable.
Fee-only: Fixed fees generally do not exceed $25,000; Hourly fees range from $100 to $500 per hour; Annual retainer fees range from $500 to $25,000 annually; Retirement plan advisory fixed fees up to $25,000 or hourly $100 to $500 per hour; Wealth management software subscription up to $100 per month.
229 Parker Street
Gardner, MA 01440
Massachusetts · Texas
Northeast Planning Associates, Inc.
2023 - Present (3 years)
LPL Financial, llc
2006 - Present (20 years)
LPL Financial, llc
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Series 63, Series 65
Leominster, MA
Integrated Wealth Concepts LLC
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