Nefpg

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Client assets under management

$246,119,348

Clients

196

39% high-net-worth

Advisors

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$1,255,711

About

New England Financial Planning Group (NEFPG) serves individuals — including high‑net‑worth clients — as well as trusts, estates and retirement plan clients, providing asset management, financial planning and investment advisory consulting. The firm manages approximately $246 million for roughly 196 client accounts and operates with a small advisory team of three advisors, delivering both discretionary and non‑discretionary portfolio management alongside limited or ongoing planning engagements.

NEFPG tailors investment programs to client objectives and risk tolerances and uses a mix of fundamental, technical, charting and cyclical analysis to inform portfolio decisions, employing strategies that can include long‑ and short‑term purchases, option writing, margin and alternative investments where appropriate. The firm also implements client‑specific restrictions and periodic reviews and offers both full investment management and consultation on assets custodied outside of its primary clearing relationship.

Compared with many peers, NEFPG participates extensively in Raymond James wrap fee programs (including IMPAC, FREEDOM, EAGLE, RJCS and the Ambassador program) and serves as the adviser/manager in those structures while Raymond James serves as sponsor and custodian, a relationship that affects account administration, sweep options and how certain cash balances and non‑billable assets are treated. NEFPG’s advisors also maintain broker‑dealer and insurance registrations, and the brochure discloses related operational features — such as receipt of Raymond James‑provided software and the application of program-specific billing rules — that may be relevant to prospective clients evaluating conflicts of interest and execution/service arrangements.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management

Fee options

Fixed

Fixed fees for ongoing financial planning services based on complexity and time

Percentage

$0 - $100,000: 1.75% $100,001 - $200,000: 1.50% $200,001 - $500,000: 1.25% $500,001+: 0.75%

Project-based

Financial planning services charged hourly at $250/hour

Other

Account minimum: $500,000 Minimum fee: Minimum financial planning fee of $2,000 Fee-only: Financial planning services charged hourly at $250/hour with a minimum fee of $2,000; also fixed fees for ongoing financial planning services

Main office location

Nefpg

69 Winn Street

Burlington MA 01803, United States

Number of offices

Most active in

Florida · Georgia · Maine · Massachusetts · New Hampshire · New York · Texas · Vermont

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 781-272-2200

Advisors at this firm

Richard W

Series 63

Burlington, MA

Nefpg

Richard Wojcik is a financial advisor with Nefpg and holds a Series 63 designation. He has 56 years of industry experience, including long tenure at Raymond James Financial Services and leadership roles at New England Financial Planning Group. Outside of his advisory work, he serves as a personal representative for an estate probate process. New England Financial Planning Group serves individuals, trusts, estates, and retirement plans, managing approximately $246 million across about 196 client accounts. The firm customizes investment programs based on client objectives and risk tolerance, utilizing a range of analytical methods and various strategies including option writing and alternative investments.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management

Michael M

Series 63, Series 66

Burlington, MA

Nefpg

Michael Mccully is a financial advisor at New England Financial Planning Group (NEFPG) with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services since 2020 and previously at Sun Life Financial from 2013 to 2019. Outside of his advisory role, he provides client services for the support company NEFPG, LLC. NEFPG serves individuals, high-net-worth clients, trusts, estates, and retirement plans with asset management, financial planning, and investment advisory consulting. The firm employs a variety of analytical methods and strategies tailored to client objectives and participates extensively in Raymond James wrap fee programs.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management

Bradford N

Series 63, Series 65

Burlington, MA

Nefpg

Bradford Nichols is a financial advisor at New England Financial Planning Group (NEFPG) in Burlington, MA, with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Raymond James Financial Services since 2007. Outside of advising, Nichols is involved in managing a private business and serves as executor and successor trustee for a family trust. NEFPG serves individuals, including high-net-worth clients, as well as trusts, estates, and retirement plans, providing asset management, financial planning, and investment advisory services. The firm employs a range of analytical strategies tailored to client objectives and participates extensively in Raymond James wrap fee programs.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management

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