NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
Doing business as NEFPG. SEC Form ADV profile.
Total regulatory AUM
$246,119,348
Discretionary
$128,479,645
Non-discretionary
$117,639,703
Firm details
- CRD number
- 105254
- SEC file number
- 801-17130
- Main office
- BURLINGTON, MA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.NEFPG.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.