# Rebecca Proetto

> Rebecca Proetto is a fee-only financial advisor at Northeast Advisers in Paoli, Pennsylvania, who holds the CFP credential. Northeast Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/rebecca-proetto/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Northeast Advisers
- **Based in:** Paoli, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $639.1M across 376 accounts
- **Credentials:** CFP
- **CRD:** 6508052 (https://adviserinfo.sec.gov/individual/summary/6508052)
- **SEC registration:** Investment adviser representative in NJ, PA
- **Exams passed:** Series 65 (2015)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.northeastadvisers.com

## Frequently asked questions

### Is Rebecca Proetto a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Rebecca holds no broker registration, and Northeast Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Rebecca charge for financial advice?

Rebecca's firm, Northeast Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Rebecca Proetto based?

Rebecca Proetto is based in Paoli, Pennsylvania.

### What credentials does Rebecca Proetto hold?

Rebecca Proetto holds the CFP credential.

### Is Rebecca Proetto registered with the SEC?

Yes. Rebecca Proetto is registered as an investment adviser representative in NJ and PA (CRD 6508052), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Northeast Advisers manage?

Northeast Advisers reports $639.1M across 376 accounts in assets under management.

### How do I contact Rebecca Proetto?

Through Rebecca's website, www.northeastadvisers.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6508052): 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

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