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Find Retirement Advisors for Retirement Planning in Andover, Massachusetts

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

Finding the Best Retirement Planners in Andover, Massachusetts

Last Updated - April 25, 2025

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

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Sequoia Financial Group

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Address

80 Blanchard Road, Suite 201,
Burlington, MA 01803 See Details

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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VERIFIED

PEAK Wealth Management LLC
CFP^®, CRPC^®

Qualifications
CRD# 7509696
Firm CRD# 281036
Series 65

Minimum Assets Required
$0

Address

20 Trafalgar Square, Suite 404,
Nashua, NH 03063 See Details

Advisory Services:

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

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

80 William Street,
Suite 260,
Wellesley, MA 02481 See Details

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

720 University Avenue,
Suite 230,
Norwood, MA 02062 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

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

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

Minimum Assets Required
$50,000

Address

767 Islington Street,
Unit 1D,
Portsmouth, NH 03801 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	300 Brickstone Square, Suite 700 Andover, MA, 01810	$4,698,278,354	28	63	A percentage of AUM, Other (CARRIED INTEREST)
2	2 Dundee Park, Suite 203 Andover, MA, 01810	$2,934,052,511	13	5	A percentage of AUM, Performance Based
3	26 Essex Street, Andover, MA, 01810	$981,135,403	2185	13	A percentage of AUM, Hourly charges, Fixed fees
4	300 Brickstone Square, Suite 700 Andover, MA, 01810	$672,071,176	1	62	A percentage of AUM, Performance Based
5	10 New England Business Center Drive, Suite #102 Andover, MA, 01832	$304,315,354	514	4	A percentage of AUM, Hourly charges
6	63 Park Street, Suite 202 Andover, MA, 01810	$273,874,914	493	4	A percentage of AUM

Information on Top Retirement Planning firms in Andover, Massachusetts

CONSTITUTION CAPITAL EQUITY PARTNERS LP

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QualificationsFirm CRD# 147248

Assets Under Management $4,698,278,354

No. Of Clients28

Clients Per Financial Advisor0

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 28 clients. The team consists of 63 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 vehicles

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TIGER IRON CAPITAL, LLC

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QualificationsFirm CRD# 283006

Assets Under Management $2,934,052,511

No. Of Clients13

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 13 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles
Selection for other advisors

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THE FINANCIAL ADVISORS, LLC

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QualificationsFirm CRD# 146680

Assets Under Management $981,135,403

No. Of Clients2185

Clients Per Financial Advisor168

THE FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Andover, Massachusetts. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2185 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (ASSET ALLOCATION AND NON-DISCRETIONARY MANAGER SELECTION)

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CONSTITUTION CAPITAL PM, L. P.

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QualificationsFirm CRD# 319678

Assets Under Management $672,071,176

No. Of Clients1

Clients Per Financial Advisor0

CONSTITUTION CAPITAL PM, L. P. is a financial advisory firm situated in Andover, Massachusetts. With a nearly $672M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 62 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 companies

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COX CAPITAL MANAGEMENT LLC

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QualificationsFirm CRD# 117593

Assets Under Management $304,315,354

No. Of Clients514

Clients Per Financial Advisor129

COX CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Andover, Massachusetts. With a nearly $304M assets under management, the firm specializes in crafting personalized retirement planning solutions for 514 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
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (PORTFOLIO REVIEW HOURLY CHARGE)

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ABBOT FINANCIAL MANAGEMENT, INC

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QualificationsFirm CRD# 111040

Assets Under Management $273,874,914

No. Of Clients493

Clients Per Financial Advisor123

ABBOT FINANCIAL MANAGEMENT, INC is a financial advisory firm situated in Andover, Massachusetts. With a nearly $274M assets under management, the firm specializes in crafting personalized retirement planning solutions for 493 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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