# Mary Jule Roginski

> Mary Jule Roginski is a fee-only financial advisor at Northeastern Financial Consultants in South Abington Township, Pennsylvania. Mary Jule focuses on retirement planning, estate & legacy planning and tax planning. Northeastern Financial Consultants reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/mary-jule-roginski/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Northeastern Financial Consultants
- **Based in:** South Abington Township, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $73.4M across 262 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **CRD:** 2980235 (https://adviserinfo.sec.gov/individual/summary/2980235)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 63 (1997), Series 65 (2003)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.nefci.com

## Frequently asked questions

### Is Mary Jule Roginski a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mary Jule holds no broker registration, and Northeastern Financial Consultants reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mary Jule charge for financial advice?

Mary Jule's firm, Northeastern Financial Consultants, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Mary Jule Roginski based?

Mary Jule Roginski is based in South Abington Township, Pennsylvania.

### What does Mary Jule specialize in?

Mary Jule's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.

### Is Mary Jule Roginski registered with the SEC?

Yes. Mary Jule Roginski is registered as an investment adviser representative in PA and TX (CRD 2980235), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Northeastern Financial Consultants manage?

Northeastern Financial Consultants reports $73.4M across 262 accounts in assets under management.

### How do I contact Mary Jule Roginski?

Through Mary Jule's website, www.nefci.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2980235): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.nefci.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.