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NEW ENGLAND RETIREMENT CONSULTANTS, LLC
CRD 141573File 801-73080
APPROVED
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.11B
Top 25% of cohort (national)
Discretionary AUM
$112.7M
Non-discretionary $2.00B
Clients
14
14 accounts
Employees
3
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 3, 2012
- Principal office
- 75 STATE STREET, SUITE 100, PMB 4410, BOSTON, MA, 02109
- Phone
- (617) 535- 6946
- Website
- HTTP://WWW.NE-RC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.11B
- Discretionary AUM
- $112.7M
- Non-discretionary AUM
- $2.00B
- Discretionary accounts
- 2
- Non-discretionary accounts
- 12
- Total accounts
- 14
- AUM per client
- $151.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 14 | $2.11B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
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.