Wealth Manager
    SEC Registered
    Manages Private Funds

    Northeast Planning Associates, Inc.

    Registered investment advisor · Bedford, New Hampshire · CRD #131406

    Assets Under Management
    $414M
    Client Accounts
    1,509
    Employees
    129
    CRD Number
    131406
    Registration
    SEC Registered
    Custodian
    Tiaa-Cref Individual & Institutional Services, Llc, Lpl Financial Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Northeast Planning Associates, Inc.

    Northeast Planning Associates, Inc. is an investment advisory firm established in 1958, offering financial planning and portfolio management services. It has over 75 financial advisors and manages more than $233 million in assets. The firm provides comprehensive support to help advisors grow their business and manage client relationships.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Northeast Planning Associates, Inc.

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    Frequently Asked Questions

    What is Northeast Planning Associates, Inc.'s AUM?

    Northeast Planning Associates, Inc. reports approximately $414M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Northeast Planning Associates, Inc. headquartered?

    Northeast Planning Associates, Inc. is headquartered in Bedford, New Hampshire.

    What is Northeast Planning Associates, Inc.'s CRD number?

    Northeast Planning Associates, Inc.'s CRD number is 131406. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Northeast Planning Associates, Inc. manage?

    Northeast Planning Associates, Inc. manages approximately 1,509 client accounts according to its latest SEC filing.

    Is Northeast Planning Associates, Inc. SEC registered?

    Yes, Northeast Planning Associates, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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