CRD: 108705
THE Retirement Planning Company OF NEW England, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-28-1996
- Office Locations
- 2
Office Locations
About THE Retirement Planning Company OF NEW England, Inc.
The Retirement Planning Company of New England is an independent RI-based advisory firm focused on retirement planning and wealth preservation, including financial and estate planning, insurance, and portfolio construction/asset management. Portfolios lean heavily on ETFs alongside fixed income, with custody at Charles Schwab. Serves retail and institutional clients.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID WILLIAM ALLAIRE
Chief Financial Officer, President, VICE PRESIDENT
- CRD
- #1906408
- Ownership
- 75% or more
SOTIRIOS MIKE PAPPAS
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #3203303
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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SCOTT BRUCE SEIDMAN
Investment Advisor
- CRD
- #1247353
EDWARD VIAR
CPA, Partner
- CRD
- #4575998
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $370,968,308 | $290,956 |
| Non-Discretionary | $23,430,317 | $633,252 |
| Total | $394,398,625 | $300,609 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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