Northeast Financial Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$1,000/hr

“The hourly rate can range up to a maximum of $1,000 per hour.”

Flat or project fee

$500⁠-⁠$20,000

“The fees for the initial development of a financial plan generally range from $500 to $20,000 on a fixed fee basis.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Northeast Financial Group, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Both the fixed fee and the hourly rate are negotiable, but are largely determined by the level and scope of the services and the level of experience of the adviser serving the client.”
• “Generally, NEFG requires one-half of the financial planning or consulting fee (estimated hourly or fixed) payable upon entering the written agreement.”
• “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”

How Northeast Financial Group, Inc.’s fees compare

• Its hourly rate of $1,000 is above the Pennsylvania median of $250. 100% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 6 of the 6 other planners in Allentown that publish an hourly rate charge less.
• Its flat or project fee of $500-$20,000 spans the Pennsylvania median of $3,650. 84% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Allentown that publish a flat or project fee charge less.

About Northeast Financial Group, Inc.

• Principal: Josh R. Laychock
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 1987 (39 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.35% a year

Clients

553

Employees

1

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, state and local governments, other investment advisers, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$1,442,742,559

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

122609

Website

linkedin.com/company/northeast-financial-group-inc. (opens in new tab)

Phone

(570) 688-9898

Can advise clients in 11 states: California, Delaware, Florida, Illinois, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas

Other planners in Allentown that publish fees

• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr
• Clearstream Planning, LLCAllentown$300/hr, $300⁠-⁠$20,000
• Englebert Financial Advisers, LLCAllentown$250/hr, $2,000⁠-⁠$75,000
• Erickson Financial Group, LLCAllentown$300/hr
• Liberty Asset ManagementAllentown$150⁠-⁠$300/hr, $300⁠-⁠$3,000
• Pavilion Financial PlanningAllentown$400/hr, $450⁠-⁠$800/mo

Compare all 13 planners in Allentown