Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | RM FINANCIAL SERVICES, LLC 362 Us Route One, Falmouth, ME, 4105 | $172,362,195 | 872 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | GATHER FINANCIAL PLANNING 19 Northbrook Drive, Falmouth, ME, 4105 | $118,786,293 | 357 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 304297
Assets Under Management $172,362,195
No. Of Clients872
Clients Per Financial Advisor145
RM FINANCIAL SERVICES, LLC is a financial advisory firm situated in Falmouth, Maine. With a nearly $172M assets under management, the firm specializes in crafting personalized retirement planning solutions for 872 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 164542
Assets Under Management $118,786,293
No. Of Clients357
Clients Per Financial Advisor51
GATHER FINANCIAL PLANNING is a financial advisory firm situated in Falmouth, Maine. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 357 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.