NORTHEAST PLANNING ASSOCIATES, INC.
Firm details
- Headquarters
- BEDFORD, New Hampshire
- CRD number
- 131406
- Registered since
- April 28, 2017
- Website
- northeastplanning.com
- Custodians
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals82.5%
- HNWI17.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Northeast Planning Associates, Inc. operates as an independent, registered investment adviser that primarily serves individual and family clients. Organized as a corporation and owned by an individual, the firm combines financial planning, portfolio management for individuals and small businesses, pension consulting and adviser selection services with insurance brokerage capabilities. It charges clients via a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm is described as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities39%
- Cash & Cash Equivalents5%
- Derivatives1%
Owners & executives
1 of 1BENJAMIN HIERS
President, COOCRD 5432473
Contacts
3 of 72MATTHEW EATON
DirectorCRD 1043184
PAUL ACCARDI
Managing PartnerCRD 4429381
BRIAN HEFFERNAN
Financial PlannerCRD 4526001
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$154M in ETFs
56%
$85.8M
37%
$68M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SILVER TRUST (SLV) | BlackRock | Passive | Commodities Focused | $30.7M | 450,680 | 19.97% |
Location
BEDFORD, NH
HILLSBOROUGH
Location
BEDFORD, NH
Headquartered in BEDFORD, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- HILLSBOROUGH
- Address
- 43 Constitution Dr
- Time zone
- ET (UTC-5)
- Office locations
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