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Find Retirement Advisors for Retirement Planning in Acton, Massachusetts

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Finding the Best Retirement Planners in Acton, Massachusetts

Last Updated - April 25, 2025

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.

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List of Qualified Retirement Planning Advisors in Acton, Massachusetts

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Advisory Services:

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

Compensation/Fee

Fee-Based, Based on Assets

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advisor
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Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

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

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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PEAK Wealth Management LLC
CFP®, CRPC®

Qualifications
CRD# 7509696
Firm CRD# 281036
Series 65

Minimum Assets Required
$0

Advisory Services:

Financial Planning, 401K Rollovers, Wealth Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 4 Retirement Planning firms in Acton, Massachusetts (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

525 Massachusetts Avenue, Suite 205
Acton, MA, 01720
$287,088,3564053
A percentage of AUM, Fixed fees
2

30 Great Road, Suite 201
Acton, MA, 01720
$265,172,7106431
A percentage of AUM, Fixed fees, Commission Based
3

One Acton Place, Suite 301, 526 Main Street
Acton, MA, 01720
$183,195,6273574
Fixed fees
4

530 Great Road,
Acton, MA, 01720
$175,230,6194055
Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Acton, Massachusetts

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.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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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.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Commission Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

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.

Fee Structure

  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

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.

Fee Structure

  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

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