# Northeastern Financial Consultants, Inc.

> Northeastern Financial Consultants, Inc. is a state-registered investment advisory firm in South Abington Township, PA, registered since 1997, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 120737
- Filed as: NORTHEASTERN FINANCIAL CONSULTANTS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: South Abington Township, PA
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120737
- AdvisorCensus page: https://advisorcensus.com/firm/northeastern-financial-consultants-inc-south-abington-township-pa-120737

## Quick answers

**How is Northeastern Financial Consultants, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Northeastern Financial Consultants, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Northeastern Financial Consultants, Inc. located?**
Northeastern Financial Consultants, Inc.'s principal office is in South Abington Township, PA, according to its Form ADV.

**Is Northeastern Financial Consultants, Inc. registered with the SEC or a state?**
Northeastern Financial Consultants, Inc. is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 120737.

**How much does Northeastern Financial Consultants, Inc. manage?**
Northeastern Financial Consultants, Inc. reports $73,427,138 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (0% discretionary).

**What types of clients does Northeastern Financial Consultants, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); high net worth individuals (32).

**Does Northeastern Financial Consultants, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/120737

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $73,427,138
- Discretionary: $0
- Non-discretionary: $73,427,138

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 63 | $19,361,786 |
| High net worth individuals | 32 | $52,853,484 |
| Charitable organizations | Fewer than 5 | $1,031,392 |
| Corporations or other businesses not listed above | Fewer than 5 | $180,476 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1997 (29 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, PA, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bowlinewealth.com](https://bowlinewealth.com)
- [nefci.com](https://nefci.com)
- Facebook @bowline-wealth-management-2423081148017316
- Facebook @northeastern-financial-consultants-inc
- LinkedIn @northeastern-financial-consultants-inc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Northeastern Financial Consultants, Inc. (CRD 120737): Form ADV filing data as of October 2026.