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.
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.
Allworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
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
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
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
Joseph Skees
CFP®, ChFC®
Granite Bay Wealth Management, LLC
Qualifications
CRD# 2585891
Firm CRD# 35747
Series 7, 24, 66
Minimum Assets Required
$50,000
Not Specified.
Fee-Based
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 | ALTAROCK PARTNERS, LLC 500 Cummings Center, Suite 3490 Beverly, MA, 01915-6527 | $3,278,366,000 | 2 | 7 | A Percentage of AUM, Performance Based |
2 | EASTERLY INVESTMENT PARTNERS LLC 138 Conant Street, Beverly, MA, 1915 | $1,341,307,818 | 331 | 21 | A Percentage of AUM, Fixed Fees, Performance Based |
3 | ALAPOCAS INVESTMENT PARTNERS, INC. 50 Dunham Ridge, Suite 3100 Beverly, MA, 1915 | $135,162,674 | 117 | 3 | A Percentage of AUM, Fixed Fees |
4 | FAMILY FIDUCIARY SERVICES, INC. 900 Cummings Center, Suite 212-U Beverly, MA, 1915 | $123,477,874 | 224 | 7 | A Percentage of AUM |
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.
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.
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.
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.
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