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Bradford Bergh Nichols

NEW ENGLAND FINANCIAL PLANNING GROUP, LLC·BURLINGTON, Massachusetts
Unclaimed Profile
69 WINN STREET, BURLINGTON, MA 01803CRD# 2624137Firm CRD# 105254
01

About

Bradford Bergh Nichols is a registered financial advisor based in BURLINGTON, Massachusetts, affiliated with NEW ENGLAND FINANCIAL PLANNING GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
NEFPG
AUM
$220M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NEW ENGLAND FINANCIAL PLANNING GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2624137
Firm CRD# 105254
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bradford Bergh Nichols offer?
Bradford Bergh Nichols specializes in Financial Planning, Investment Management. Contact their office in BURLINGTON, Massachusetts for a consultation.
What are Bradford Bergh Nichols's credentials?
Bradford Bergh Nichols is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradford Bergh Nichols located?
Bradford Bergh Nichols is based in BURLINGTON, Massachusetts, working with NEW ENGLAND FINANCIAL PLANNING GROUP, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.
How does Bradford Bergh Nichols charge for services?
Bradford Bergh Nichols's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW ENGLAND FINANCIAL PLANNING GROUP, LLC?
NEW ENGLAND FINANCIAL PLANNING GROUP, LLC has approximately 6 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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