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| New England Retirement Consultants LLC
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|---|---|
| CRD # | 141573 |
| SEC # | 801-73080 |
| CIK # | |
| AUM | 2,113.8 M (2026-02-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-535-6946 |
| Address | 75 State Street Boston, MA 02109 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Fees and Compensation — Form ADV Part 2A (2/27/2026) [Brochure] |
|---|
Item 5: Fees and Compensation Fee Schedule for Clients: Fees are based on specific client needs and are negotiable. Fees are determined based on scope of services, number of meetings, geographic locations, etc. |
| Account Minimums and Types of Clients — Form ADV Part 2A (2/27/2026) [Brochure] |
|---|
Item 7: Types of Clients New England Retirement Consultants offers investment advisory, investment outsourcing and consulting services to 401(k), 403(b), Defined Benefit pension plans, and charitable accounts of non-profit organizations, educational institutions, and corporations (taxable). We provide due diligence oversight and fiduciary review of these programs. New England Retirement Consultants, LLC currently requires a $25 million minimum account relationship threshold. However, exceptions will be made on a case-by-case basis. |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 14 | 2.1 |
| (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 | 14 | 2.1 |
| By Discretionary | ||
| Discretionary | 2 | 0.1 |
| Non-Discretionary | 12 | 2.0 |
| Total | 14 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 14 | 2.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 14 |
| Serves | Institutional |
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