Northeast Advisers, Inc. fees and pricing
Financial planner in Paoli, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Northeast Advisers, Inc. charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Financial Planning fees are billed at an hourly rate, not to exceed $200 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Northeast Advisers, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In consideration of the services to be performed, NAI shall be paid quarterly, in arrears, an amount based on the total market value of the account assets as of the last day of the previous calendar quarter on an annual percentage rate.”
- “This fee may be negotiable depending on the characteristics and particular circumstance of the client.”
- “In some cases, clients are billed directly by NAI via first class mail.”
How Northeast Advisers, Inc.’s fees compare
- Its hourly rate of $200 is below the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- None of the 3 other planners in Paoli that publish an hourly rate charge less.
About Northeast Advisers, Inc.
“Northeast Advisers, Inc. (“NAI”) is an independent Registered Investment Adviser (RIA) based in Paoli, Pennsylvania providing investment advisory and financial planning services. We help retirement plan sponsors and other trustees manage fid”
- Firm size: 5 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2000 (26 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- No minimum stated in brochure
- Clients
- 333
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $639,108,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108835
- Phone
- (610) 240-7955
Can advise clients in 4 states: Florida, New Jersey, Pennsylvania, Texas
Other planners in Paoli that publish fees
- Falco Wealth ManagementPaoli$1,375-$2,500/qtr, $2,125/yr
- Great Valley Tax & Financial ServicesPaoli$250/hr, $3,500
- Harvest Financial PartnersPaoli$350/hr, $250-$4,000
- Milvian Bridge AdvisoryPaoli$200/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.