Nefpg
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
New England Financial Planning Group (NEFPG) serves individuals—including high‑net‑worth clients—and institutional entities such as pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm provides asset management, investment advisory consulting and financial planning, delivering both discretionary and non‑discretionary portfolio management and tailored planning engagements.
NEFPG develops individualized investment policies through client interviews and applies a mix of fundamental, technical, charting and cyclical analysis to implement strategies that range from long‑term holdings to shorter‑term trading, option writing, margin and short sales where appropriate. It also uses third‑party manager programs, mutual funds and ETFs and monitors accounts at least quarterly while accommodating client‑imposed restrictions when feasible.
Distinctively, NEFPG participates in multiple Raymond James wrap‑fee programs and serves as the manager for the Ambassador wrap program administered by Raymond James—an arrangement that bundles advisory, execution and administrative services and is less common among similar supported firms. The firm’s advisors also operate in affiliated capacities with Raymond James entities (including broker‑dealer and insurance registrations), which the brochure discloses as an implementation option and as a source of potential conflicts of interest.
Client services
Expertise
Fee options
Fixed fee for ongoing financial planning services based on complexity and time, payable quarterly in advance
$0 - $100,000: 1.75% $100,000 - $200,000: 1.50% $200,000 - $500,000: 1.25% $500,000+: 0.75%
Investment adviser representatives may receive commissions for insurance and securities transactions in their individual capacity as registered representatives of RJFS.
Hourly rate of $250 per hour for financial planning services
Account minimum: $500,000 Minimum fee: Minimum financial planning fee of $2,000
Main office
69 Winn Street
Burlington MA 01803
Advisors at this office
3
Most active in
Florida · Georgia · Maine · Massachusetts · New Hampshire · New York · Texas · Vermont
Also doing business as
Nefpg · New England Financial Planning Group · New England Financial Planning Group, LLC · Wojcik Richard J
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Richard W
Series 63
Burlington, MA
Nefpg
Richard Wojcik is a financial advisor with NEFPG who holds a Series 63 designation and has 57 years of industry experience. His career includes long tenures at Raymond James Financial Services and New England Financial Planning Group. He also serves as a co-personal representative for a probate estate, handling fiduciary responsibilities outside of his advisory work. NEFPG serves individual and institutional clients, offering asset management, advisory consulting, and financial planning. The firm employs a variety of investment strategies and participates in Raymond James wrap-fee programs, including management of the Ambassador wrap program.
Michael M
Series 63, Series 66
Burlington, MA
Nefpg
Michael Mccully is a financial advisor with Nefpg, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2020 and previously spent six years at Sun Life Financial. Nefpg serves individual clients, including high-net-worth individuals, as well as institutional entities such as pension plans, trusts, and charitable organizations. The firm offers asset management, investment advisory consulting, and financial planning, employing a variety of analytical methods and investment strategies tailored to client objectives.
Bradford N
Series 63, Series 65
Burlington, MA
Nefpg
Bradford Nichols is a financial advisor with Nefpg, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Raymond James Financial Services Advisors and Mass Mutual Investors Services, among other firms. Outside of advisory work, he is an owner of a business unrelated to investments and serves as an executor and successor trustee for a family trust. Nefpg serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, estates, and charitable organizations. The firm provides asset management, investment advisory consulting, and financial planning, utilizing a variety of analytical methods and strategies, and participates in multiple Raymond James wrap-fee programs.
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