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NEFPG
Legal name: NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
CRD 105254File 801-17130
APPROVED
Retail clients
Filing as of Mar 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$246.1M
Below cohort median (national)
Discretionary AUM
$128.5M
Non-discretionary $117.6M
Clients
196
709 accounts
Employees
6
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 17, 1982
- Principal office
- 69 WINN STREET, BURLINGTON, MA, 01803
- Phone
- 781-272-2200
- Website
- HTTP://WWW.NEFPG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $246.1M
- Discretionary AUM
- $128.5M
- Non-discretionary AUM
- $117.6M
- Discretionary accounts
- 379
- Non-discretionary accounts
- 330
- Total accounts
- 709
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 76 | $207.4M |
| Individuals (other than high net worth individuals) | 120 | $38.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.