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Estate Planners Of New England, LLC (Windham)


Estate Planners Of New England, LLC is an adviser based in Windham. It manages $53 million of regulatory assets for 450 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida, Massachusetts, and New Hampshire.

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Estate Planners Of New England provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Estate Planners Of New England: assets under management

The assets under management (AUM) of Estate Planners Of New England, LLC is $53 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $117.78 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Estate Planners Of New England, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Windham

The principal office where Estate Planners Of New England, LLC performs its advisory services is located at 41 Hawthorne Road, Windham, NH 03087, which is also the mailing address of the firm. An additional office of the firm is in Estero, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-425-6614 or by fax 603-425-1868. The normal business hours are 9 a.m. - 5 p.m. on Other. You can find more information about the New York firm at www.epne.net.


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