Firm
Northeastern Financial Consultants
South Abington Township, Pennsylvania
Fee-only
Northeastern Financial Consultants at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 95 individual clients, 32 of them high net worth.
- Its average account is about $280,000 (assets it manages divided by its 262 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | South Abington Township, Pennsylvania |
|---|---|
| Website | nefci.com |
| Phone | (570) 586-1064 |
Northeastern Financial Consultants fees
Northeastern Financial Consultants doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $73 million |
| Individual clients | 63 |
| High-net-worth clients | 32 |
| Accounts managed | 262 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-67804) |
| Financial planning | Offered |
| Form ADV filed | September 25, 2026 |
| SEC record | CRD 120737 |