← Back to searchVisit website
NEFPG
NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
CRD 105254 · SEC 801-17130
69 WINN STREET, BURLINGTON, MA, 01803, United States
Phone
781-272-2200
Fax
781-273-4117
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$246.1M
Discretionary AUM
$128.5M
Team
6 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $38.7M |
| High net worth individuals | 76 | $207.4M |
States served
VT, GA, ME, MA, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD