Northeast Advisory Group, LLC

Northeast Advisory Group provides investment advice to individuals — including high‑net‑worth clients — and to pension and profit‑sharing retirement plans, offering asset management, retirement plan services, one‑time or as‑needed consulting, and referrals to third‑party money managers. The firm also delivers participant education and occasionally presents educational seminars and workshops to clients and prospects.

The advisor reports managing roughly $56.3 million in client assets and operates with a majority of assets on a non‑discretionary basis (about $39.6 million non‑discretionary versus $16.7 million discretionary), while also offering discretionary fiduciary services to retirement plans when engaged. For investment selection the firm focuses on mutual funds, uses the Fi360 Fiduciary Score as a primary due‑diligence tool, performs annual fund reviews, and refers clients to third‑party managers (including Brinker Capital) under solicitor arrangements.

Distinctive features include an affiliation with an insurance business (Northeast Benefit Administrators, LLC) and registered representatives who may sell insurance and annuity products in their separate capacity, a relationship the brochure discloses as a potential conflict of interest. The firm also notes its practice of receiving referral/solicitor fees from third‑party managers and its policy of not voting client proxies, which leaves proxy voting responsibility with clients or their chosen managers.