NORTHEASTERN FINANCIAL CONSULTANTS, INC.

Overview

Northeastern Financial Consultants, Inc. is an independent registered investment adviser that focuses on serving individual and family clients. The firm offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Its fee structures include AUM-based fees as well as hourly and fixed-fee engagements, allowing flexibility for both ongoing asset management and project-based planning work. Investment activity is centered on public investment vehicles and separately managed approaches rather than direct proprietary products. The firm acts as a capital allocator for clients, but filings show primary implementation through pooled public funds and managed accounts rather than visible commitments to third‑party alternative fund managers. Northeastern Financial Consultants, Inc. does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices