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. is an independent, SEC‑registered investment adviser that operates as a corporation and is owner‑managed. The firm serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, pension consulting support, and the selection of other advisers. It also functions as an insurance broker and positions itself as a capital allocator that blends discretionary portfolio management with fee arrangements that can include percentage‑of‑AUM billing, hourly fees, and fixed fees. The adviser was registered with the SEC in 2017 and identifies as not being 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 1
Benjamin Hiers
President, COOCRD 5432473
Contacts
3 of 71
Matthew 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 60Active vs passive
$142M in ETFs
58%
$81.7M
39%
$59.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SILVER TRUST (SLV) | BlackRock | Passive | Commodities Focused | $21.2M | 438,167 | 15.01% |
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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