NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
Legal name: NEFPG
CRD #105254 SEC #801-17130 BURLINGTON, MA 781-272-2200
SEC Registered
Total AUM
$226.9M
Discretionary
$117.6M
Employees
6
Clients
11
Accounts
709
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $226.9M | $117.6M | $109.3M | 6 | 0 |
| Sep 2025 | $226.9M | $117.6M | $109.3M | 6 | 0 |
| Sep 2025 | $226.9M | $117.6M | $109.3M | 6 | 0 |
| Feb 2025 | $226.9M | $117.6M | $109.3M | 6 | 0 |
| Feb 2025 | $226.9M | $117.6M | $109.3M | 6 | 0 |
| Feb 2025 | $226.9M | $117.6M | $109.3M | 6 | 0 |
| Feb 2025 | $226.9M | $117.6M | $109.3M | 6 | 0 |
| Sep 2024 | $220.5M | $112M | $108.5M | 6 | 0 |
| Aug 2024 | $220.5M | $112M | $108.5M | 6 | 0 |
| Jan 2024 | $220.5M | $112M | $108.5M | 6 | 0 |
| Jan 2024 | $220.5M | $112M | $108.5M | 6 | 0 |
| Sep 2023 | $202.5M | $109.4M | $93M | 6 | 1 |
| Feb 2023 | $202.5M | $109.4M | $93M | 6 | 1 |
| Feb 2023 | $202.5M | $109.4M | $93M | 6 | 1 |
| Feb 2023 | $202.5M | $109.4M | $93M | 6 | 1 |
| Sep 2022 | $247.4M | $128.8M | $118.6M | 6 | 1 |
| Apr 2022 | $247.4M | $128.8M | $118.6M | 6 | 1 |
| Mar 2022 | $247.4M | $128.8M | $118.6M | 6 | 1 |
| Mar 2022 | $247.4M | $128.8M | $118.6M | 6 | 1 |
| Apr 2021 | $213.8M | $166M | $47.7M | 6 | 1 |
| Mar 2021 | $213.8M | $166M | $47.7M | 6 | 1 |
| May 2020 | $211M | $178.8M | $32.2M | 7 | 3 |
| Mar 2020 | $211M | $178.8M | $32.2M | 7 | 3 |
| Sep 2019 | $119.3M | $119.3M | $0 | 4 | 0 |
| Apr 2019 | $119.3M | $119.3M | $0 | 4 | 0 |
| Apr 2019 | $119.3M | $119.3M | $0 | 4 | 0 |
| Mar 2019 | $119.3M | $119.3M | $0 | 4 | 0 |
| Mar 2019 | $119.3M | $119.3M | $0 | 4 | 0 |
| Jul 2018 | $133.1M | $133.1M | $0 | 4 | 0 |
| Jan 2018 | $133.1M | $133.1M | $0 | 4 | 0 |
| Jan 2018 | $133.1M | $133.1M | $0 | 4 | 0 |
| Mar 2017 | $118.6M | $118.6M | $0 | 4 | 300 |
| Jan 2017 | $118.6M | $118.6M | $0 | 5 | 300 |
| Mar 2016 | $123.1M | $123.1M | $0 | 5 | 300 |
| Mar 2016 | $123.1M | $123.1M | $0 | 5 | 300 |
| Feb 2015 | $189.1M | $166.3M | $22.8M | 5 | 300 |
| Apr 2014 | $162.1M | $142M | $20.1M | 5 | 300 |
| Jan 2014 | $162.1M | $142M | $20.1M | 5 | 300 |
| Nov 2013 | $143.3M | $124.2M | $19.1M | 5 | 300 |
| Feb 2013 | $143.3M | $124.2M | $19.1M | 5 | 300 |
| Nov 2012 | $127M | $99M | $28M | 4 | 300 |
| Jul 2012 | $127M | $99M | $28M | 1 | 300 |
| Jan 2012 | $127M | $99M | $28M | 1 | 300 |
| Feb 2011 | $120.7M | $99M | $21.7M | 5 | -- |
| Mar 2010 | $117.8M | $96.3M | $21.5M | 10 | -- |
| Mar 2009 | $73.4M | $63.7M | $9.6M | 5 | -- |
| Jan 2008 | $115.2M | $115.2M | $0 | 5 | -- |
| Jan 2007 | $105.5M | $105M | $500K | 5 | -- |
| Dec 2006 | $90.5M | $90.5M | $0 | 5 | -- |
| Mar 2006 | $90.5M | $90.5M | $0 | 5 | -- |
| Oct 2005 | $85.3M | $85.3M | $0 | 5 | -- |
| Sep 2005 | $85.3M | $85.3M | $0 | 5 | -- |
| Apr 2002 | $58.2M | $58.2M | $0 | 5 | -- |
DateSep 2025
Total AUM$226.9M
Discretionary$117.6M
Non-Disc.$109.3M
Employees6
Clients0
DateSep 2025
Total AUM$226.9M
Discretionary$117.6M
Non-Disc.$109.3M
Employees6
Clients0
DateSep 2025
Total AUM$226.9M
Discretionary$117.6M
Non-Disc.$109.3M
Employees6
Clients0
DateFeb 2025
Total AUM$226.9M
Discretionary$117.6M
Non-Disc.$109.3M
Employees6
Clients0
DateFeb 2025
Total AUM$226.9M
Discretionary$117.6M
Non-Disc.$109.3M
Employees6
Clients0
DateFeb 2025
Total AUM$226.9M
Discretionary$117.6M
Non-Disc.$109.3M
Employees6
Clients0
DateFeb 2025
Total AUM$226.9M
Discretionary$117.6M
Non-Disc.$109.3M
Employees6
Clients0
DateSep 2024
Total AUM$220.5M
Discretionary$112M
Non-Disc.$108.5M
Employees6
Clients0
DateAug 2024
Total AUM$220.5M
Discretionary$112M
Non-Disc.$108.5M
Employees6
Clients0
DateJan 2024
Total AUM$220.5M
Discretionary$112M
Non-Disc.$108.5M
Employees6
Clients0
DateJan 2024
Total AUM$220.5M
Discretionary$112M
Non-Disc.$108.5M
Employees6
Clients0
DateSep 2023
Total AUM$202.5M
Discretionary$109.4M
Non-Disc.$93M
Employees6
Clients1
DateFeb 2023
Total AUM$202.5M
Discretionary$109.4M
Non-Disc.$93M
Employees6
Clients1
DateFeb 2023
Total AUM$202.5M
Discretionary$109.4M
Non-Disc.$93M
Employees6
Clients1
DateFeb 2023
Total AUM$202.5M
Discretionary$109.4M
Non-Disc.$93M
Employees6
Clients1
DateSep 2022
Total AUM$247.4M
Discretionary$128.8M
Non-Disc.$118.6M
Employees6
Clients1
DateApr 2022
Total AUM$247.4M
Discretionary$128.8M
Non-Disc.$118.6M
Employees6
Clients1
DateMar 2022
Total AUM$247.4M
Discretionary$128.8M
Non-Disc.$118.6M
Employees6
Clients1
DateMar 2022
Total AUM$247.4M
Discretionary$128.8M
Non-Disc.$118.6M
Employees6
Clients1
DateApr 2021
Total AUM$213.8M
Discretionary$166M
Non-Disc.$47.7M
Employees6
Clients1
DateMar 2021
Total AUM$213.8M
Discretionary$166M
Non-Disc.$47.7M
Employees6
Clients1
DateMay 2020
Total AUM$211M
Discretionary$178.8M
Non-Disc.$32.2M
Employees7
Clients3
DateMar 2020
Total AUM$211M
Discretionary$178.8M
Non-Disc.$32.2M
Employees7
Clients3
DateSep 2019
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2018
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$118.6M
Discretionary$118.6M
Non-Disc.$0
Employees4
Clients300
DateJan 2017
Total AUM$118.6M
Discretionary$118.6M
Non-Disc.$0
Employees5
Clients300
DateMar 2016
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees5
Clients300
DateMar 2016
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees5
Clients300
DateFeb 2015
Total AUM$189.1M
Discretionary$166.3M
Non-Disc.$22.8M
Employees5
Clients300
DateApr 2014
Total AUM$162.1M
Discretionary$142M
Non-Disc.$20.1M
Employees5
Clients300
DateJan 2014
Total AUM$162.1M
Discretionary$142M
Non-Disc.$20.1M
Employees5
Clients300
DateNov 2013
Total AUM$143.3M
Discretionary$124.2M
Non-Disc.$19.1M
Employees5
Clients300
DateFeb 2013
Total AUM$143.3M
Discretionary$124.2M
Non-Disc.$19.1M
Employees5
Clients300
DateNov 2012
Total AUM$127M
Discretionary$99M
Non-Disc.$28M
Employees4
Clients300
DateJul 2012
Total AUM$127M
Discretionary$99M
Non-Disc.$28M
Employees1
Clients300
DateJan 2012
Total AUM$127M
Discretionary$99M
Non-Disc.$28M
Employees1
Clients300
DateFeb 2011
Total AUM$120.7M
Discretionary$99M
Non-Disc.$21.7M
Employees5
Clients--
DateMar 2010
Total AUM$117.8M
Discretionary$96.3M
Non-Disc.$21.5M
Employees10
Clients--
DateMar 2009
Total AUM$73.4M
Discretionary$63.7M
Non-Disc.$9.6M
Employees5
Clients--
DateJan 2008
Total AUM$115.2M
Discretionary$115.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$105.5M
Discretionary$105M
Non-Disc.$500K
Employees5
Clients--
DateDec 2006
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$85.3M
Discretionary$85.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$85.3M
Discretionary$85.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$58.2M
Discretionary$58.2M
Non-Disc.$0
Employees5
Clients--