Northeast Planning Associates, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“Hourly fees generally range between $100 and $500 per hour, depending on the scope, the complexity, and the experience level of the IAR providing the contracted services.”

Flat or project fee

$25,000

“Fixed fees for financial planning generally do not exceed $25,000, depending on the scope, the complexity, and the experience level of the IAR providing the contracted services.”

Annual fee

$500⁠-⁠$25,000/yr

“Under such arrangements, the fees generally range between $500 and $25,000 annually.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Northeast Planning Associates, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiated and agreed upon in advance on a case-by-case basis.”
• “As part of the agreement, NPA may also be engaged for ongoing planning support payable through a quarterly fee.”
• “Retirement plan advisory fees are negotiable at the sole discretion of NPA.”

How Northeast Planning Associates, Inc.’s fees compare

• Its hourly rate of $100-$500 spans the New Hampshire median of $275. 54% of the 52 other New Hampshire planners that publish an hourly rate charge less.
• None of the 2 other planners in Bedford that publish an hourly rate charge less.
• Its flat or project fee of $25,000 is above the New Hampshire median of $5,400. 97% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Bedford that publish a flat or project fee charge less.
• Its annual fee of $500-$25,000 spans the New Hampshire median of $7,100. 86% of the 14 other New Hampshire planners that publish an annual fee charge less.
• 2 of the 2 other planners in Bedford that publish an annual fee charge less.

About Northeast Planning Associates, Inc.

• Firm size: 129 employees.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

959

Employees

129

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$413,996,638

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

131406

Website

paulhbrock.com (opens in new tab)

Phone

(603) 471-0900

Can advise clients in 12 states: Arizona, Connecticut, Delaware, Florida, Massachusetts, Maine, New Hampshire, New York, Pennsylvania, Rhode Island, Texas, Vermont

Other planners in Bedford that publish fees

• Aurelius Family Office, LLCBedford$2,000⁠-⁠$10,000
• Axiom Advisors, LLCBedford$200⁠-⁠$625/hr, $600⁠-⁠$25,000
• Bartley Financial Advisors, LLCBedford$6,000/yr
• Milestone Financial Planning, LLCBedford$100⁠-⁠$8,000/mo, $10,000/yr
• Robbins Farley LLCBedford$200⁠-⁠$500/hr, $2,000⁠-⁠$10,000

Compare all 13 planners in Bedford