John Gepfert
John Gepfert is a registered investment advisor at New England Retirement Consultants, LLC, based in Boston, MA, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 14 clients with $2.1B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
75 State Street, Suite 100, Pmb 4410, Boston, MA, 02109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a solicitor and managing director for New England Retirement Consultants, LLC, dedicating approximately 60 hours per month to soliciting qualified pension plans. He also owns Culpepper RFP, LLC and is a managing partner at DOL Cybersecurity, LLC, spending about 10-20% of his time on each.
Employment History
Current Registrations
New England Retirement Consultants, LLC
Culpepper Group LLC
State Registrations1 state
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