NEW CENTURY PARTNERS-THE NO-LOAD GROUP, INC.

Overview

New Century Partners—The No-Load Group, Inc. is an independent, corporation-structured registered investment adviser that serves individual and family clients with a focus on financial planning and portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and lists accounting among its business activities, which suggests integration of tax and bookkeeping considerations into client advice. It does not act as a capital allocator or run external pooled funds; instead, investment implementation is delivered through managed accounts and mutual fund vehicles. The firm is not identified as an active ESG investor, is not operating as a multi-state adviser according to the available details, and is not listed as a pension consultant or related adviser. Client relationships appear to be straightforward wealth-management engagements rather than institutional mandates, reflecting a boutique RIA model oriented toward personal financial planning and ongoing portfolio oversight.

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