Mary Jule Roginski
Northeastern Financial Consultants · South Abington Township, Pennsylvania
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.
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Specialties
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 | $73.4M across 262 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 2980235 |
| Exams passed | Series 63 (1997) · Series 65 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.nefci.com |
How Mary Jule's firm compares
- Northeastern Financial Consultants's average account is about $280,000, from its Form ADV (assets managed divided by 262 accounts).
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Questions about Mary Jule
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Northeastern Financial Consultants website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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