{"url":"https://nivawealth.com/firms/new-england-professional-planning-group-108868","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/108868","regulatoryAum":1316426626,"crd":"108868","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7793846","suffix":null,"lastName":"Aballo","firstName":"David","middleName":"Gabriel"},{"crd":"5934645","suffix":null,"lastName":"CONNELLY","firstName":"PATRICK","middleName":"JOSEPH"},{"crd":"851143","suffix":null,"lastName":"MAKIN","firstName":"MALCOLM","middleName":"ALFRED"},{"crd":"5143896","suffix":null,"lastName":"PITNEY","firstName":"BRYAN","middleName":"DAVID"},{"crd":"2613008","suffix":null,"lastName":"SPIETH","firstName":"ANDREA","middleName":"MICHELLE"},{"crd":"2396712","suffix":null,"lastName":"WALLACE","firstName":"CHRISTOPHER","middleName":"GILMAN"},{"crd":"2320579","suffix":null,"lastName":"WALLACE","firstName":"PETER","middleName":"CLEGG"},{"crd":"8010358","suffix":null,"lastName":"WILSON","firstName":"ERIC","middleName":"MATTHEW"},{"crd":"5084156","suffix":null,"lastName":"WOKOSKE","firstName":"TODD","middleName":"JOSEPH"}],"total":9,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-28","regulatoryAum":971752262,"clients":1262,"employees":18,"offices":1},{"filedOn":"2022-07-18","regulatoryAum":1152732109,"clients":1314,"employees":18,"offices":1},{"filedOn":"2023-03-23","regulatoryAum":937180405,"clients":1306,"employees":18,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":1055252906,"clients":1290,"employees":17,"offices":2},{"filedOn":"2025-03-24","regulatoryAum":1166383072,"clients":1296,"employees":19,"offices":2},{"filedOn":"2026-03-26","regulatoryAum":1316426626,"clients":1292,"employees":16,"offices":2}],"secFileNumber":"801-15330","legalName":"New 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They include 903 individual clients, 378 high-net-worth individuals and 11 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does New England Professional Planning Group offer?","answer":"New England Professional Planning Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, educational seminars, education planning, estate planning, insurance, and philanthropic planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does New England Professional Planning Group charge?","answer":"New England Professional Planning Group charges 0.30%–1.00% a year for its Ambassador. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $500,000.","source":"03 26 2026 PPG FORM ADV PART 2A FINAL, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does New England Professional Planning Group use?","answer":"New England Professional Planning Group’s separately managed account assets are held at Raymond James Trust Company of NH (Portsmouth, NH), with $855M and Raymond James & Associates, Inc. (St. Petersburg, FL), with $461M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does New England Professional Planning Group have?","answer":"New England Professional Planning Group has 9 investment adviser representatives registered with state securities authorities, out of 16 employees, and 9 perform investment advisory functions. 10 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does New England Professional Planning Group invest in?","answer":"At the end of its last fiscal year, New England Professional Planning Group’s separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does New England Professional Planning Group have a minimum investment?","answer":"Yes, New England Professional Planning Group’s minimum account size for its Ambassador is $500K.","source":"03 26 2026 PPG FORM ADV PART 2A FINAL, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns New England Professional Planning Group?","answer":"New England Professional Planning Group is owned through a trust by Malcolm Makin. Its direct owners are Malcolm A. Makin Revocable Neppg Voting Shares Trust (75% or more) and Malcolm A. Makin Revocable (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does New England Professional Planning Group get paid?","answer":"New England Professional Planning Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is New England Professional Planning Group registered with the SEC?","answer":"Yes, New England Professional Planning Group has been registered with the SEC as an investment adviser since 18 July 1980. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}