New England Financial Planning Group

New England Financial Planning Group (CRD# 105254) is a financial advisory firm headquartered in Burlington, MA. They manage $123,116,205 in 678 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    678
    ACCOUNTS
  • Average Account Value
    $181,587
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, MA, NH, TX, VT

Financial Advisors at New England Financial Planning Group
Showing 1 - 3 of 3 top financial advisors.
1
Jon R. Tattersall
CRD#: 4572354
69 Winn Street, Burlington, MA 01803
93
Wealthminder
score

Jon Tattersall (CRD# 4572354) is an Investment Advisor Representative working at New England Financial Planning Group in Burlington, MA and has over 14 years of experience in the finance industry.

2
Bradford T. Wright
CRD#: 6239582
69 Winn Street, Burlington, MA 01803
89
Wealthminder
score

Bradford Wright (CRD# 6239582) is an Investment Advisor Representative working at New England Financial Planning Group in Burlington, MA and has over 2 years of experience in the finance industry.

3
Richard J. Wojcik
CRD#: 471029
69 Winn Street, Burlington, MA 01803
86
Wealthminder
score

Richard Wojcik (CRD# 471029) is an Investment Advisor Representative working at New England Financial Planning Group in Burlington, MA and has over 35 years of experience in the finance industry. Richard Wojcik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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