New England Financial Planning Group, LLC
● SEC registered since 1982CRD 105254SEC# 801-17130Burlington, MA
Reg. AUM
$246.1M
Employees
6
Accounts
709
Location
Burlington, MA
New England Financial Planning Group, LLC assets under management
New England Financial Planning Group, LLC operates as an SEC-registered investment adviser based in Burlington, MA. The firm has been registered since 1982. It reports $246.1 million in regulatory assets under management and employs 6 people.
New England Financial Planning Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradford Bergh Nichols | Member/Chief Compliance Officer | 50-75% | 2019 |
| Richard Joseph Wojcik Control | Member | 50-75% | 1989 |
Frequently asked questions
How much does New England Financial Planning Group, LLC manage?
New England Financial Planning Group, LLC reports $246.1 million in regulatory assets under management on its Form ADV.
How many employees does New England Financial Planning Group, LLC have?
New England Financial Planning Group, LLC reports 6 employees.
Where is New England Financial Planning Group, LLC located?
New England Financial Planning Group, LLC is based in Burlington, MA and has been SEC-registered since 1982.
Does New England Financial Planning Group, LLC disclose fund performance?
New England Financial Planning Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 69 Winn Street, Burlington, MA 01803 |
| Phone | 781-272-2200 |
| Fax | 781-273-4117 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$246.1M▲ 8%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$246.1Mregulatory AUM
Discretionary $128.5MNon-discretionary $117.6M