NEW England Schooner, Inc.
SEC RegisteredPersonal, Friendly, Invested
About the firm
As New England's premier financial planning firm, New England Schooner helps individuals, families and businesses reach their full financial potential one custom strategy at a time. The firm provides straightforward, authentic financial guidance and is partnered with Royal Alliance Associates, Inc., one of the nation's largest independent broker-dealers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment guidance delivered through custom strategies, with access to products and support through partnership with Royal Alliance Associates, Inc.
Who they serve
Individuals, families, and businesses of all ages and from a variety of backgrounds who are serious about reaching their wealth goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 285 | $91M |
| High Net Worth Individuals | 35 | $74M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NEW England Schooner, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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