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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-16-2004
- Office Locations
- 1
Office Locations
About Estate Planners OF NEW England, LLC
Estate Planners of New England, LLC is an independent Portsmouth, NH advisory firm serving individuals and families with holistic financial planning and investment guidance. EPNE emphasizes a simple but thorough planning process to organize goals and coordinate retirement, tax strategies, education, and estate planning across your financial life. The team brings a combined 50 years of industry experience and lists Charles Schwab & Co. as a custodian.
Reported data analysis
What the numbers show
Between August 2, 2011 and May 1, 2012, reported AUM decreased 1.1%, from $53.6M to $53.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 121 clients, or 60.5 clients per representative. That equates to $429.8K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on January 31, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Estate Planners OF NEW England, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ERIC JOSEPH FLAIM
Chief Compliance Officer, Managing Partner, Senior Managing Partner
- CRD
- #4618103
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GREGG ADAM MARKS
Director
- CRD
- #1908146
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,000,000 | $117,778 |
| Non-Discretionary | $0 | -- |
| Total | $52,000,000 | $117,778 |
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Separately Managed Accounts
SMA allocation detail is available
Estate Planners OF NEW England, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.