# Northeast Planning Associates, Inc.

> Northeast Planning Associates, Inc. is an SEC-registered investment advisory firm in Bedford, NH, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 8, 2026.

- CRD: 131406
- Filed as: NORTHEAST PLANNING ASSOCIATES, INC.
- Also doing business as: ACADIA WEALTH PLANNING, HERITAGE WEALTH PLANNING, MAINE WEALTH PLANNING, NEWBURYPORT PLANNING, OLIVE TREE WEALTH, PROVISION WEALTH PLANNING, TAMAGNI WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bedford, NH
- Filing period: October 2026
- Form ADV filing dated: May 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131406
- AdvisorCensus page: https://advisorcensus.com/firm/northeast-planning-associates-inc-bedford-nh-131406

## Quick answers

**How is Northeast Planning Associates, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Northeast Planning Associates, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Northeast Planning Associates, Inc. located?**
Northeast Planning Associates, Inc.'s principal office is in Bedford, NH, according to its Form ADV; the June 2026 filing also lists 21 other offices (Schedule D, Section 1.F).

**Is Northeast Planning Associates, Inc. registered with the SEC or a state?**
Northeast Planning Associates, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 131406.

**How much does Northeast Planning Associates, Inc. manage?**
Northeast Planning Associates, Inc. reports $413,996,638 in regulatory assets under management in its Form ADV filing dated May 8, 2026 (100% discretionary).

**How have Northeast Planning Associates, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Northeast Planning Associates, Inc.: Regulatory assets under management: $224,484,897 in the October 2021 data and $413,996,638 in the October 2026 data, up 84%. Total employees: 121 in October 2021 and 129 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Northeast Planning Associates, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (886); high net worth individuals (73).

**Which custodians does Northeast Planning Associates, Inc. use?**
Northeast Planning Associates, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC and TIAA-CREF Individual & Institutional Services, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Northeast Planning Associates, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131406

**Does Northeast Planning Associates, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "NPA generally does not impose a minimum relationship size."

**What changed in Northeast Planning Associates, Inc.'s recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in CT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: None

> NPA generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC
- TIAA-CREF Individual & Institutional Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $413,996,638
- Discretionary: $413,996,638
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 886 | $341,535,920 |
| High net worth individuals | 73 | $72,460,718 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 129 total, 69 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CT, DE, FL, MA, ME, NH, NY, PA, RI, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Bangor, ME
- Bedford, NH
- Canton, MA
- Chandler, AZ
- Fairhaven, MA
- Falmouth, ME
- Goffstown, NH
- Madison, ME
- Manchester, NH
- Milford, MA
- Nashua, NH
- Newburyport, MA
- Newington, NH
- Portsmouth, NH
- Rochester, NH
- Salem, NH
- Southborough, MA
- Waltham, MA
- Westfield, MA
- Woburn, MA
- Yarmouth, ME

### Websites listed on Form ADV (Item 1.I)
- acadiaplans.com
- bheffernan.com
- brissonwealthplanning.com
- caggianoplanning.com
- capannola.com
- chrisbeliveau.com
- crowleyplans.com
- deanfinancialplanning.com
- dlucente.com
- donsilk.com
- falmouthfinancial.com
- farnhamfinancial.com
- financialplanningmatters.com
- financialplanningsecurity.com
- frickefinancial.com
- henrycooley.com
- heritagewealthmanagers.com
- jayers.com
- jonpharrison.com
- lawrenceplanning.com
- leblondfinancial.com
- mainewealthplanning.com
- mdlynch.com
- michaelantosca.com
- michaelplans.com
- mitfcu.org/investment-and-retirement
- morrisonfinancialplanning.com
- mwoodmanfinancial.com
- newburyportplanning.com
- northeastplanning.com
- npaeverett.com
- npawealth.com
- olivetreewealth.com
- oncourseretirement.com
- patgillis.com
- paulfitzpatrickplanning.com
- paulhbrock.com
- planningforme.com
- provisionwealthplanning.com
- ryderplans.com
- silkcurtisplanning.com
- tamagniwealthadvisors.com
- wallaceplanning.com
- wallyammon.com
- weareyourplanners.com
- wgibbons.com
- yourwealthplanners.com
- zackflongley.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $224,484,897 | 121 | March 29, 2021 |
| October 2022 | $285,239,436 | 125 | March 28, 2022 |
| October 2023 | $255,646,737 | 126 | March 31, 2023 |
| October 2024 | $301,435,475 | 122 | March 19, 2024 |
| October 2025 | $327,668,966 | 131 | July 9, 2025 |
| October 2026 | $413,996,638 | 129 | May 8, 2026 |

Regulatory assets under management: $224,484,897 in the October 2021 data and $413,996,638 in the October 2026 data, up 84%.
Total employees: 121 in October 2021 and 129 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in CT.

### April 2026
- Employees performing advisory functions went from 63 to 69.
- Regulatory assets under management went from $327,668,966 to $413,996,638 (+26%).
- Changed its office addresses in Bangor, ME.
- Added an office in Bedford, NH.
- Added an office in Goffstown, NH.
- No longer lists an office in Belfast, ME.
- No longer lists an office in Biddeford, ME.
- No longer lists an office in Brewer, ME.
- No longer lists an office in Cambridge, MA.
- No longer lists an office in Corinth, ME.
- No longer lists an office in East Millinocket, ME.
- No longer lists an office in Ellsworth, ME.
- No longer lists an office in Fairhaven, MA.
- No longer lists an office in Gardner, MA.
- No longer lists an office in Hampden, ME.
- No longer lists an office in Jay, ME.
- No longer lists an office in Madawaska, ME.
- No longer lists an office in Manchester, NH.
- No longer lists an office in Methuen, MA.
- No longer lists an office in Mexico, ME.
- No longer lists an office in Milo, ME.
- No longer lists an office in Norway, ME.
- No longer lists an office in West Wareham, MA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Northeast Planning Associates, Inc. (CRD 131406): Form ADV filing data as of October 2026.