Richard
Wojcik
Nefpg
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About this Advisor
Richard Wojcik is a certified financial planner operating out of Burlington, Massachusetts who has 28 years of relevant experience. Wojcik is currently employed by Nefpg. During their career, the advisor has held roles at Raymond James Financial Services, Inc, New England Financial Planning Group, Hs & Rw LLC, Non-Variable Insurance, Womar Realty, Raymond James Financial Services Advisors Inc, Nefpg and Co-Trustee For Spouse'S Trust Account. Wojcik has a Series 63 license, which qualifies them as a securities agent, and is approved to work in Massachusetts and New Hampshire. Nefpg is a firm operating out of Burlington, MA. It manages $203 million in total assets among its 709 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 709 accounts, 32% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company offers a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually are based on which service is provided. However, fees charged by Nefpg most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nefpg Brokerage Details
$202,452,763
6
709
$285,547
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Richard Wojcik Work History
Richard has been registered as a financial advisor for 28 years.*
Raymond James Financial Services, Inc
Nefpg
Nefpg
Raymond James Financial Services Advisors Inc
Co-Trustee For Spouse'S Trust Account
Non-Variable Insurance
Hs & Rw LLC
New England Financial Planning Group
Womar Realty
Raymond James Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Wojcik to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nefpg
Burlington, MA
Burlington, MA
Burlington, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
