Estate Planners Of New England, Llc
- Regulatory AUM
- $52.0M
- Discretionary
- $52.0M
- Clients
- 119
- Avg AUM / client
- $437K
- Accounts
- 275
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 31, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 101 | $28.5M | 54.8% |
| High net worth individuals | 18 | $23.5M | 45.2% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory William Lawrence | Chief Compliance Officer/Managing Partner | CFP | Jul 2001 (25y) | 75% or more |
| Zuba, Andrew, Myles | Office Supervisor | Feb 2005 (22y) | Less than 5% | |
| Eric Joseph Flaim | Registered representative | May 2015 (11y) | ||
| Gregg Adam Marks | Registered representative | Jul 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/31/2025 | 990 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $52.0M (100% of AUM) Jan 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 31, 2025.
View current Form ADV (SEC/IAPD) ↗