NEW ENGLAND FINANCIAL PLANNING GROUP, LLC

NEFPG
BURLINGTON, Massachusetts·2 registered advisors·CRD# 105254
SEC# 801-171300781-272-2200
01

Firm Overview

AUM
$220M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NEW ENGLAND FINANCIAL PLANNING GROUP, LLC

2 registered advisors
Bradford Bergh Nichols
BURLINGTON, Massachusetts
Richard Joseph Wojcik
BURLINGTON, Massachusetts
05

Office Locations

BURLINGTON, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. NEW ENGLAND FINANCIAL PLANNING GROUP, LLC (CRD# 105254) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.