New England Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$77,077,628
Total clients
85
4% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
85
Average account size
$906,796
About
New England Financial Group provides investment advisory services primarily to individual and high‑net‑worth clients through ongoing portfolio management tailored to each client’s goals, time horizon, and risk tolerance. The firm prepares an Investment Policy Statement for clients and typically manages accounts on a discretionary basis, focusing on mutual funds, fixed‑income securities, real estate funds, equities, ETFs and Treasury inflation‑protected securities.
The firm’s investment approach emphasizes long‑term trading complemented by charting and cyclical analysis to identify favorable entry and exit points. Portfolios are implemented through asset allocation, security selection, and regular monitoring to align investments with the client’s documented risk tolerance and objectives.
A distinctive operational feature is that the firm provides seasonal tax return preparation for clients and prospective clients during tax season, a service that is uncommon among independent peers. The firm also notes it does not participate in wrap fee programs and does not accept outside compensation for the sale of investment products.
Client services
Portfolio management
Expertise
Wealth management
Real estate investing
Fee options
1.50% annually on all assets
Account minimum: No account minimum for any of NEFG’s services.
Main office location
New England Financial Group
728 State Road, 2 Nd Floor
Plymouth MA 02360, United States
Number of offices
1
Most active in
New England Financial Group has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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