Bradford Nichols is a registered investment advisor at Nefpg, based in Burlington, MA, with 30 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 196 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K+ | 0.75% |
Fee schedule applies to IMPAC and Ambassador programs. Participants in these programs may be entitled to a discounted asset-based fee if they maintain one or more “Related Accounts” within this program.
Fee Estimator
Location
69 Winn Street, Burlington, MA, 01803
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bradford owns an office building that he rents out, spending minimal time on it. He also sells life, health, long-term care, and disability insurance, dedicating a few hours per week to this activity. Bradford is also an advisor, CEO, and owner of New England Financial Planning Group, spending about a quarter of his time as an advisor and between a quarter and half of his time as part of the support company.
Employment History
Current Registrations
Nefpg
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
MML Investors Services, INC.
MML Investors Services, INC.Broker
H&r Block Financial Advisors, INC.
Rsm Mcgladrey, INC.
H&r Block Financial Advisors, INC.Broker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.