RIA Intel›Advisers›Massachusetts›NEW ENGLAND FINANCIAL PLANNING GROUP, LLC

NEW ENGLAND FINANCIAL PLANNING GROUP, LLC

Advisory

N·BURLINGTON, MA

Data as of Mar 4, 2026 · Source: SEC Form ADV

Total AUM
$246M
1-Year AUM Growth
+8.9%
3-Year CAGR
+0.9%
Employees
2
Assets Under Management
Total AUM$246M
Discretionary AUM$128M
Non-Discretionary AUM$118M
Discretionary %52.2%
Total Clients192
Team
Total Employees2
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record52
First FilingMar 23, 2001
Latest FilingMar 4, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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