|
⚲
|
| Keyboard |
| New England Financial Planning Group LLC
✚
|
|
|---|---|
| CRD # | 105254 |
| SEC # | 801-17130 |
| CIK # | |
| AUM | 246.1 M (2026-03-04) |
| Employees | 6 (33% Investors, 50% Brokers) |
| Phone | 781-272-2200 |
| Address | 69 Winn Street Burlington, MA 01803 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 38.7 |
| (b) Individuals (high net worth individuals) | 76 | 207.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 709 | 246.1 |
| By Discretionary | ||
| Discretionary | 379 | 128.5 |
| Non-Discretionary | 330 | 117.6 |
| Total | 709 | 246.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 243.1 | |
| Total | 709 | 246.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cassedy Financial Group Inc
✚
|
FL | 248.4 M |
|
The Clifford Group LLC
✚
|
MA | 248.3 M |
|
Atwater Wealth Management Inc
✚
|
MA | 248.2 M |
|
Wealth Intelligence LLC
✚
|
GA | 247.5 M |
|
Strive Financial Group LLC
✚
|
IN | 246.7 M |
|
Asempa LLC
✚
|
LA | 246.0 M |
|
Insight INV LLC
✚
|
CA | 245.7 M |
|
Optimist Retirement Group LLC
✚
|
WA | 245.3 M |
|
Stegent Equity Advisors Inc
✚
|
TX | 243.7 M |
|
Pinnacle Wealth Management Group Inc
✚
|
MI | 243.7 M |