# Nefpg

> Nefpg is an SEC-registered investment advisory firm in Burlington, MA, registered since 1982, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 105254
- Filed as: NEFPG
- Legal name: New England Financial Planning Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Burlington, MA
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105254
- AdvisorCensus page: https://advisorcensus.com/firm/nefpg-burlington-ma-105254

## Quick answers

**How is Nefpg compensated?**
On its Form ADV (Item 5.E, October 2026), Nefpg reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Nefpg located?**
Nefpg's principal office is in Burlington, MA, according to its Form ADV.

**Is Nefpg registered with the SEC or a state?**
Nefpg is an SEC-registered investment advisory firm, registered since 1982. Status as filed: Approved. CRD 105254.

**How much does Nefpg manage?**
Nefpg reports $246,119,348 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (52% discretionary).

**How have Nefpg's assets and staff changed since 2021?**
In the Form ADV data for Nefpg: Regulatory assets under management: $213,756,069 in the October 2021 data and $246,119,348 in the October 2026 data, up 15%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Nefpg serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (120); high net worth individuals (76).

**Which custodians does Nefpg use?**
Nefpg's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. and Raymond James Trust Company of NH as custodians holding 10% or more of its separately managed account assets.

**Does Nefpg report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105254

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.
- Raymond James Trust Company of NH

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $246,119,348
- Discretionary: $128,479,645
- Non-discretionary: $117,639,703

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 120 | $38,744,944 |
| High net worth individuals | 76 | $207,374,404 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1982 (44 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, GA, MA, ME, NH, NY, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nefpg.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $213,756,069 | 6 | April 9, 2021 |
| October 2022 | $247,400,000 | 6 | September 20, 2022 |
| October 2023 | $202,452,763 | 6 | September 20, 2023 |
| October 2024 | $220,462,679 | 6 | September 3, 2024 |
| October 2025 | $226,887,104 | 6 | February 25, 2025 |
| October 2026 | $246,119,348 | 6 | September 2, 2026 |

Regulatory assets under management: $213,756,069 in the October 2021 data and $246,119,348 in the October 2026 data, up 15%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nefpg (CRD 105254): Form ADV filing data as of October 2026.