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.
Acton has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Acton, Massachusetts have an average of 22 years of experience.
Allworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
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
Jonathan Straus
CSNA (Certified Special Needs Advisor)
Commons Capital
Qualifications
CRD# 2839717
Firm CRD# 165738
Series 7, 24, 63, 65, 66
Minimum Assets Required
$25,000,000
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, Insurance Products & Annuities.
Fee-Based, Based on Assets
Josh Darwin
Regal Financial
Qualifications
CRD# 2153443
Firm CRD# 125004
Series 63, 65
Minimum Assets Required
$10,000,000
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, Investment Advice & Management.
Fee-Based
Qualifications
CRD# 7509696
Firm CRD# 281036
Minimum Assets Required
$0
Financial Planning, 401K Rollovers, Wealth Management, Estate Planning & Trusts.
Fee-Only, Based on Assets
Michael MacLean
CFP®
Mercantile Private Wealth Management
Qualifications
CRD# 5457640
Firm CRD# 5457640
Series 7, 66
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.
Fee-Based, Commissions, Based on Assets
Aaron A Milne
CFP®, EA
MAERCO Financial
Qualifications
CRD# 5692927
Firm CRD# 139627
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Hourly, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | RF&L WEALTH MANAGEMENT, LLC 525 Massachusetts Aveune, Suite 205 Acton, MA, 1720 | $241,386,627 | 379 | 3 | A Percentage of AUM, Fixed Fees |
2 | CRAIG DUVARNEY, CFP 30 Great Road, Suite 201 Acton, MA, 1720 | $213,923,604 | 622 | 1 | A Percentage of AUM, Fixed Fees, Commission Based |
3 | SECHREST FINANCIAL SERVICES One Acton Place, Suite 301, 526 Main Street Acton, MA, 1720 | $139,838,141 | 337 | 4 | Fixed Fees |
QualificationsFirm CRD# 140210
Assets Under Management $241,386,627
No. Of Clients379
Clients Per Financial Advisor126
RF&L WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Acton, Massachusetts. With a nearly $241M assets under management, the firm specializes in crafting personalized retirement planning solutions for 379 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 $213,923,604
No. Of Clients622
Clients Per Financial Advisor622
CRAIG DUVARNEY, CFP is a financial advisory firm situated in Acton, Massachusetts. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 622 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 $139,838,141
No. Of Clients337
Clients Per Financial Advisor84
SECHREST FINANCIAL SERVICES is a financial advisory firm situated in Acton, Massachusetts. With a nearly $140M assets under management, the firm specializes in crafting personalized retirement planning solutions for 337 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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