RH
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Robert Hackenberg

28 Years of Experience
Tannersville, PA
1 Disclosure

Robert Hackenberg is a registered investment advisor at Northeast Financial Group, INC., based in Tannersville, PA, with 28 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 739 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
739 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$1.4B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.35%

Annual fees range from 0.20% to 1.35% based on portfolio size and composition. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

State Route 611, Tannersville, PA, 18372

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2009
Settled
Other Business Activities

Robert is a member of Northeast Financial Advisors, LLC, a management company, dedicating a few hours per week. He also participates in the McConkey Benefits Joint Venture through the RIA.

Employment History
Current Registrations
Northeast Financial Group, INC.
July 1998 - Present · 28 yrs 3 mos
Previous Registrations
AXA Advisors, LLC
July 2002 - April 2009 · 6 yrs 9 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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