# NEW ENGLAND FINANCIAL PLANNING GROUP, LLC

NEW ENGLAND FINANCIAL PLANNING GROUP, LLC of BURLINGTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 105254
- Type: SEC-registered investment adviser
- SEC file number: 801-17130
- Location: 69 WINN STREET, BURLINGTON, MA, 01803
- Phone: 781-272-2200
- Latest filing: 2026-03-04
- Regulatory AUM: $246.1M
- Discretionary AUM: $128.5M
- Non-discretionary AUM: $117.6M
- Clients: 6
- Accounts: 709

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Richard Joseph Wojcik | MEMBER | — |
| Bradford Bergh Nichols | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| WOJCIK RICHARD JOSEPH | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER; OWNER (+1 more) | — |
| NICHOLS BRADFORD BERGH | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105254/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105254/similar
- Related entities: https://search.stillhousedata.com/firm/105254/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105254

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.