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 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 registration checks. 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.
Acton has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Acton, Massachusetts have an average of 25 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Based on Assets
Savant Wealth Management
Savant Wealth Management
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Fee-Only, Based on Assets
PEAK Wealth Management LLC
CFP®, CRPC®
Qualifications
CRD# 7509696
Firm CRD# 281036
Series 65
Minimum Assets Required
$0
Financial Planning, 401K Rollovers, Wealth Management, Estate Planning & Trusts
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 525 Massachusetts Avenue, Suite 205 Acton, MA, 01720 | $287,088,356 | 405 | 3 | A percentage of AUM, Fixed fees |
2 | 30 Great Road, Suite 201 Acton, MA, 01720 | $265,172,710 | 643 | 1 | A percentage of AUM, Fixed fees, Commission Based |
3 | One Acton Place, Suite 301, 526 Main Street Acton, MA, 01720 | $183,195,627 | 357 | 4 | Fixed fees |
4 | 530 Great Road, Acton, MA, 01720 | $175,230,619 | 405 | 5 | Hourly charges, Fixed fees |
QualificationsFirm CRD# 140210
Assets Under Management $287,088,356
No. Of Clients405
Clients Per Financial Advisor135
RF&L WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Acton, Massachusetts. With a nearly $287M assets under management, the firm specializes in crafting personalized retirement planning solutions for 405 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 126911
Assets Under Management $265,172,710
No. Of Clients643
Clients Per Financial Advisor643
CRAIG DUVARNEY, CFP is a financial advisory firm situated in Acton, Massachusetts. With a nearly $265M assets under management, the firm specializes in crafting personalized retirement planning solutions for 643 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 128688
Assets Under Management $183,195,627
No. Of Clients357
Clients Per Financial Advisor89
SECHREST FINANCIAL SERVICES is a financial advisory firm situated in Acton, Massachusetts. With a nearly $183M assets under management, the firm specializes in crafting personalized retirement planning solutions for 357 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 119696
Assets Under Management $175,230,619
No. Of Clients405
Clients Per Financial Advisor81
COLMAN KNIGHT ADVISORY GROUP, LLC is a financial advisory firm situated in Acton, Massachusetts. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 405 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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