| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradford Bergh Nichols | Member/Chief Compliance Officer | 50-75% | 2019 |
| Richard Joseph Wojcik Control | Member | 50-75% | 1989 |
New England Financial Planning Group, LLC reports $226.9 million in regulatory assets under management on its Form ADV.
New England Financial Planning Group, LLC reports 6 employees.
New England Financial Planning Group, LLC is based in Burlington, MA and has been SEC-registered since 1982.
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.
| 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 |
| Discretionary | $117.6M |
| Non-discretionary | $109.3M |
| Total (RAUM) | $226.9M |