THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.
SEC RegisteredAbout the firm
The firm specializes in helping individuals develop sound retirement strategies, offering personalized, hands-on service. They educate clients about financial concepts and products, covering investing, insurance, estate conservation, and wealth preservation. Using a team approach, they provide individualized attention from planning to execution to follow-up.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement strategy development, money management, investing, insurance, estate conservation, and wealth preservation, delivered through personalized and hands-on service.
Who they serve
Individuals who are retired or approaching retirement, with a wide variety of financial needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 429 | $131M |
| High Net Worth Individuals | 136 | $263M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 1.25% |
| Next $250,000 | 1.00% |
| Next $500,000 | 0.90% |
| Next $500,000 | 0.75% |
| Next $1,000,000 | 0.60% |
| In excess of $2,500,000 | 0.00% |
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC. 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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