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
Bangor, ME 04401
Credentials
Series 66
Industry experience
25 years
Fixed fees generally do not exceed $25,000 depending on scope and complexity
Certain IARs may receive commissions separately through LPL Financial or insurance sales, not through NPA advisory fees
Hourly fees generally range between $100 and $500 per hour
Wealth management software subscription fee up to $100 per month
Fee-only: Fixed fees up to $25,000; Hourly fees $100 to $500 per hour; Annual retainer fees $500 to $25,000 annually
Northeast Planning Associates, Inc.
2016 - Present (10 years)
LPL Financial, llc
2016 - Present (10 years)
Mid Atlantic Financial Management, Inc.
2014 - 2017 (3 years)
Mid Atlantic Capital Corporation
2014 - 2016 (2 years)
Penobscot Financial Advisors
2012 - 2016 (4 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 66
Bangor, ME
Edward Jones
Series 66
Bangor, ME
Edward Jones
CFP®, Series 66
Bangor, ME
Warren Financial, LLC
Series 65
Bangor, ME
Nichols Investment Management
Series 66
Bangor, ME
Oldfield Wealth Partners
Series 63, Series 65
Bangor, ME
Eagle Financial Strategies
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