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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| WOJCIK, RICHARD, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| WOJCIK, RICHARD, JOSEPH | I | MEMBER | D | Control |
| NICHOLS, BRADFORD, BERGH | I | MEMBER | B | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER | B | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER | B | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | |
| NICHOLS, BRADFORD, BERGH | I | MEMBER/CHIEF COMPLIANCE OFFICER | B |
Registrations
Federal
IA
Sep 26, 2025 REGISTERED
Notice Filings (9)
FL GA MA ME NH NY TX VA VT
Address
69 WINN STREETBURLINGTON, MA 01803
United States
Phone: 781-272-2200