Northeast Planning Associates, Inc.

Overview

Northeast Planning Associates, Inc. is an SEC registered investment adviser based in Bedford, NH, registered since 2017. It reports $414M in assets under management across 1,509 accounts, with 129 employees. It has 30 investment adviser representatives.

Reported AUM

$414M

Discretionary

100%

Accounts

1,509

Average account

$274K

Employees

129

Advisory reps

30

Registered since

2017

Jurisdictions

12

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Edward Charles Hiers Founder, Chief Executive Officer CRD 245236
• Benjamin J Hiers President, Chief Operating Officer CRD 5432473
• Michael John Hartman Chief Compliance Officer CRD 2048316

Advisory reps 3 of 30

• Michael F Antosca Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1709864
• Christian A Beliveau Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2438533
• Timothy J Brisson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1924566

27 more advisory reps, with emails, phones and branch locations

Location

Headquarters

43 Constitution Dr
Bedford, NH 03110

County

Hillsborough

Metro area

Manchester-Nashua, NH

Region

Northeast

Registrations

• SEC registered
• Registered in 12 jurisdictions
• Website: financialplanningmatters.com

Every state, with registration dates

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