NEFPG
SEC RegisteredServing you. Well.
About the firm
New England Financial Planning Group manages all aspects of clients' financial lives with diligence and integrity, providing a high level of due diligence and service when it comes to clients' financial futures. The firm believes planning and advice should go beyond simple asset allocation to encompass clients' entire lives, including managing wealth, preserving assets, and building a legacy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, asset preservation, legacy building, and comprehensive financial planning and advice tailored to clients' whole lives and financial well-being.
Who they serve
Families and individuals, business owners and entrepreneurs, retirees, healthcare professionals (including physicians), and corporate executives.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 120 | $39M |
| High Net Worth Individuals | 76 | $207M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $100,000 | 1.75% |
| Next $100,000 | 1.50% |
| Next $300,000 | 1.25% |
| Over $500,000 | 0.75% |
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NEFPG has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.