Adviser Record

New England Retirement Consultants, LLC

Registered investment adviser · Boston, MA · CRD #141573

Form ADV data as of 2026-09-01
Regulatory assets
$2.11 billion
Total accounts
14
Employees
3
Disclosure events
0

Firm details

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$112.7 million
Non-discretionary regulatory assets under management$2.00 billion
Total regulatory assets under management$2.11 billion
Discretionary accounts2
Non-discretionary accounts12
Total accounts14
Regulatory assets under management attributable to non-U.S. persons$0

People

Total employees (excluding clerical)3
Employees performing investment advisory functions (including research)3
Employees who are registered representatives of a broker-dealer0
Employees registered as investment adviser representatives with a state3
Employees registered as IARs for another investment adviser1
Employees who are licensed insurance agents1
Firms or persons who solicit advisory clients on the firm's behalf2

Custody

Has custody of client cash or bank accountsNo
Has custody of client securitiesNo
A related person has custody of client cash or bank accountsNo
A related person has custody of client securitiesNo
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianNo

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)

Advisory services offered

Pension consulting services

Affiliated related persons

Pension consultant

Client types

Type of clientClientsAssets
Pension and profit sharing plans (not the participants or government plans)14$2.11 billion