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Find Retirement Advisors for Retirement Planning in Beverly, 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 Beverly, Massachusetts

Last Updated - March 12, 2024

Beverly 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 Beverly, Massachusetts have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Beverly, 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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
ALTAROCK PARTNERS, LLC
500 Cummings Center, Suite 3490
Beverly, MA, 01915-6527
$3,278,366,00027
A Percentage of AUM, Performance Based
2
EASTERLY INVESTMENT PARTNERS LLC
138 Conant Street,
Beverly, MA, 1915
$1,341,307,81833121
A Percentage of AUM, Fixed Fees, Performance Based
3
ALAPOCAS INVESTMENT PARTNERS, INC.
50 Dunham Ridge, Suite 3100
Beverly, MA, 1915
$135,162,6741173
A Percentage of AUM, Fixed Fees
4
FAMILY FIDUCIARY SERVICES, INC.
900 Cummings Center, Suite 212-U
Beverly, MA, 1915
$123,477,8742247
A Percentage of AUM

Information on Top Retirement Planning firms in Beverly, Massachusetts

QualificationsFirm CRD# 161005

Assets Under Management $3,278,366,000

No. Of Clients2

Clients Per Financial Advisor0

ALTAROCK PARTNERS, LLC is a financial advisory firm situated in Beverly, Massachusetts. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 7 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
View Full Profile

QualificationsFirm CRD# 299607

Assets Under Management $1,341,307,818

No. Of Clients331

Clients Per Financial Advisor16

EASTERLY INVESTMENT PARTNERS LLC is a financial advisory firm situated in Beverly, Massachusetts. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 331 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 300841

Assets Under Management $135,162,674

No. Of Clients117

Clients Per Financial Advisor39

ALAPOCAS INVESTMENT PARTNERS, INC. is a financial advisory firm situated in Beverly, Massachusetts. With a nearly $135M assets under management, the firm specializes in crafting personalized retirement planning solutions for 117 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
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 146339

Assets Under Management $123,477,874

No. Of Clients224

Clients Per Financial Advisor32

FAMILY FIDUCIARY SERVICES, INC. is a financial advisory firm situated in Beverly, Massachusetts. With a nearly $123M assets under management, the firm specializes in crafting personalized retirement planning solutions for 224 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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