Peter Yerger
Peter Yerger is a CFP, ChFC-designated registered investment advisor at Northeast Planning Associates, INC., based in Bellefonte, PA, with 10 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 1,137 clients with $330M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Financial planning services may be offered as part of an annual retainer program. The fees generally range between $500 and $25,000 annually. Fees are negotiated and agreed upon in advance on a case-by-case basis.
- Fixed Fee Financial Plans: Fees generally do not exceed $25,000, depending on the scope, complexity, and the experience level of the advisor. There may be extraordinary circumstances, which require a fee greater than $25,000.
- Hourly Financial Planning: Fees generally range between $100 and $500 per hour, depending on the scope, the complexity, and the experience level of the advisor.
Location
Bellefonte, PA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2004Employment History
Current Registrations
Northeast Planning Associates, INC.
Previous Registrations
Pegasus Management Services, L.L.C.
Sowell Management
Wealthcare Capital Management LLC
AXA Advisors, LLCBroker
AXA Advisors, LLC
PNC Investments
PNC InvestmentsBroker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Vanguard Marketing CorporationBroker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
State Registrations1 state
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.