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Find Retirement Advisors for Retirement Planning in Andover, Massachusetts

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.

Finding the Best Retirement Planners in Andover, Massachusetts

Last Updated - March 12, 2024

Andover has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Andover, Massachusetts have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Andover, Massachusetts

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Allworth Financial
Allworth Financial

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
CRD# 7509696
Firm CRD# 281036

Minimum Assets Required
$0

Advisory Services:

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

Compensation/Fee

Fee-Only, Based on Assets

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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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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

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

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Josh Darwin
Regal Financial

Qualifications
CRD# 2153443
Firm CRD# 125004
Series 63, 65

Minimum Assets Required
$10,000,000

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, Investment Advice & Management.

Compensation/Fee

Fee-Based

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Joseph Skees
CFP®, ChFC®
Granite Bay Wealth Management, LLC

Qualifications
CRD# 2585891
Firm CRD# 35747
Series 7, 24, 66

Minimum Assets Required
$50,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Aaron A Milne
CFP®, EA
MAERCO Financial

Qualifications
CRD# 5692927
Firm CRD# 139627
Series 6, 7, 63, 65

Minimum Assets Required
$100,000

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Hourly, Commissions, Flat Fee, Based on Assets

Top 6 Retirement Planning firms in Andover, Massachusetts (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CONSTITUTION CAPITAL EQUITY PARTNERS LP
300 Brickstone Square, Suite 700
Andover, MA, 1810
$4,530,238,3992952
A Percentage of AUM, Other (CARRIED INTEREST)
2
TIGER IRON CAPITAL, LLC
2 Dundee Park, Suite 203
Andover, MA, 1810
$2,981,482,821104
A Percentage of AUM, Performance Based
3
THE FINANCIAL ADVISORS, LLC
26 Essex Street,
Andover, MA, 1810
$849,960,160220313
A Percentage of AUM, Hourly charges, Fixed Fees
4
CONSTITUTION CAPITAL PM, L. P.
300 Brickstone Square, Suite 700
Andover, MA, 1810
$675,665,750152
A Percentage of AUM, Performance Based
5
COX CAPITAL MANAGEMENT LLC
10 New England Business Center Drive, Suite #102
Andover, MA, 1810
$272,831,9934635
A Percentage of AUM, Hourly charges
6
ABARR LLC
30 Andover Country Club Lane,
Andover, MA, 1810
$001
Fixed Fees

Information on Top Retirement Planning firms in Andover, Massachusetts

QualificationsFirm CRD# 147248

Assets Under Management $4,530,238,399

No. Of Clients29

Clients Per Financial Advisor1

CONSTITUTION CAPITAL EQUITY PARTNERS LP is a financial advisory firm situated in Andover, Massachusetts. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 29 clients. The team consists of 52 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (CARRIED INTEREST)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 283006

Assets Under Management $2,981,482,821

No. Of Clients10

Clients Per Financial Advisor3

TIGER IRON CAPITAL, LLC is a financial advisory firm situated in Andover, Massachusetts. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 146680

Assets Under Management $849,960,160

No. Of Clients2203

Clients Per Financial Advisor169

THE FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Andover, Massachusetts. With a nearly $850M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2203 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 319678

Assets Under Management $675,665,750

No. Of Clients1

Clients Per Financial Advisor0

CONSTITUTION CAPITAL PM, L. P. is a financial advisory firm situated in Andover, Massachusetts. With a nearly $676M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 52 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Investment
View Full Profile

QualificationsFirm CRD# 117593

Assets Under Management $272,831,993

No. Of Clients463

Clients Per Financial Advisor93

COX CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Andover, Massachusetts. With a nearly $273M assets under management, the firm specializes in crafting personalized retirement planning solutions for 463 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 322703

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

ABARR LLC is a financial advisory firm situated in Andover, Massachusetts. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Educational Seminars/ Workshops
View Full Profile

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