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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

NEFPG

NEW ENGLAND FINANCIAL PLANNING GROUP, LLC, CRD 105254

BURLINGTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:77cb021b-9171-6957-034a-1e293e17889f

Data as of Sep 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 11, 2012 to Sep 2, 2026
42 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=3.0
Regulatory AUM: $246MItem 5.F on the latest filing (2026-09-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $128M
Private client RAUM: $246MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $82.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 709
Individual clients: 120
High net worth clients: 76
SEC number: 801-17130
CRD: 105254
Filings on the tape: 42
First filed: Jan 11, 2012
Latest filed: Sep 2, 2026
Organised: Limited Liability Company, MA
Website: nefpg.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RICHARD JOSEPH WOJCIK	n/a	BURLINGTON, MA	31	47	1	yes
BRADFORD BERGH NICHOLS	n/a	BURLINGTON, MA	7	31	4	yes
MICHAEL MCCULLY	n/a	BURLINGTON, MA	4	26	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WOJCIK, RICHARD, JOSEPH	Member	D	yes	03/1989	Jan 11, 2012	Sep 3, 2024
NICHOLS, BRADFORD, BERGH	MEMBER/CHIEF COMPLIANCE OFFICER	B	no	04/2019	Apr 26, 2019	Sep 3, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 4, 2026	$246M	$128M	6	2	0	n/a	n/a
2024	Feb 25, 2025	$227M	$118M	6	2	0	n/a	n/a
2023	Jan 30, 2024	$220M	$112M	6	2	0	n/a	n/a
2022	Feb 15, 2023	$202M	$109M	6	2	0	n/a	n/a
2021	Mar 29, 2022	$247M	$129M	6	2	0	n/a	n/a
2020	Mar 22, 2021	$214M	$166M	6	2	0	n/a	n/a
2019	Mar 13, 2020	$211M	$179M	7	3	0	n/a	n/a
2018	Mar 5, 2019	$119M	$119M	4	2	0	n/a	n/a
2017	Jan 30, 2018	$133M	$133M	4	2	0	n/a	n/a
2016	Jan 20, 2017	$119M	$119M	5	3	n/a	n/a	n/a
2015	Mar 18, 2016	$123M	$123M	5	3	n/a	n/a	n/a
2014	Feb 9, 2015	$189M	$166M	5	3	n/a	n/a	n/a
2013	Jan 20, 2014	$162M	$142M	5	3	n/a	n/a	n/a
2012	Feb 8, 2013	$143M	$124M	5	3	n/a	n/a	n/a
2011	Jan 11, 2012	$127M	$99.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$246M	$227M	8.5%	$202M	6.7%	6	6	0	0

Relationships

Registered with (5)

← MICHAEL MCCULLYAdvisorregistration: current employment
Aug 16, 2022 to presentfactForm ADV
← BRADFORD BERGH NICHOLSAdvisorregistration: current employment
Dec 20, 2018 to presentfactForm ADV
← RICHARD JOSEPH WOJCIKAdvisorregistration: current employment
May 9, 1995 to presentfactForm ADV
← BRADFORD TRAVIS WRIGHTAdvisorregistration: previous registration
Jan 26, 2015 to May 13, 2020factForm ADV
← NATHAN PRATT BUDROWAdvisorregistration: previous registration
Oct 2, 2012 to May 1, 2013factForm ADV

Owns (1)

← NICHOLS, BRADFORD, BERGHOwnerMEMBER/CHIEF COMPLIANCE OFFICER, ownership code B, individual
Apr 26, 2019 to Sep 3, 2024factForm ADV

Controls (1)

← WOJCIK, RICHARD, JOSEPHOwnerMEMBER, ownership code D, individual
Jan 11, 2012 to Sep 3, 2024factForm ADV

Dated events

Occurred
Apr 26, 2019
Succession filed (Item 4)
New England Financial Planning Group reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:77cb021b-9171-6957-034a-1e293e17889f
First observed: Jan 11, 2012
Last observed: Sep 2, 2026 17 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NEFPG

NEW ENGLAND FINANCIAL PLANNING GROUP, LLC, CRD 105254

BURLINGTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:77cb021b-9171-6957-034a-1e293e17889f

Data as of Sep 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:26 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RICHARD JOSEPH WOJCIK

n/a

BURLINGTON, MA

yes

BRADFORD BERGH NICHOLS

n/a

BURLINGTON, MA

yes

MICHAEL MCCULLY

n/a

BURLINGTON, MA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WOJCIK, RICHARD, JOSEPH

Member

yes

03/1989

Jan 11, 2012

Sep 3, 2024

NICHOLS, BRADFORD, BERGH

MEMBER/CHIEF COMPLIANCE OFFICER

04/2019

Apr 26, 2019

Sep 3, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$246M

$128M

n/a

2024

Feb 25, 2025

$227M

$118M

n/a

2023

Jan 30, 2024

$220M

$112M

n/a

2022

Feb 15, 2023

$202M

$109M

n/a

2021

Mar 29, 2022

$247M

$129M

n/a

2020

Mar 22, 2021

$214M

$166M

n/a

2019

Mar 13, 2020

$211M

$179M

n/a

2018

Mar 5, 2019

$119M

n/a

2017

Jan 30, 2018

$133M

n/a

2016

Jan 20, 2017

$119M

n/a

2015

Mar 18, 2016

$123M

n/a

2014

Feb 9, 2015

$189M

$166M

n/a

2013

Jan 20, 2014

$162M

$142M

n/a

2012

Feb 8, 2013

$143M

$124M

n/a

2011

Jan 11, 2012

$127M

$99.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$246M

$227M

8.5%

$202M

6.7%