Directory of Professional Retirement Planners
National Coverage
Local Professionals
VERIFIED
Boston, MA 02110
781-552-9475
About Claro Advisors
Claro Advisors provides wealth management and financial planning services to clients across the United States in an effort to build long-term relationships with an alignment of interests.
See Disclosures
General Information
Firm Start Year
2012
No. of Employees
20-49
CRD#
5970864
Firm CRD#
160294
States Licensed in
ALL
Years of Experience in Financial Services
17
Number of Years with Current Firm
9
Work Experience
Paul Litchfield has spent 17 years helping clients across the United States and internationally navigate the financial decisions that matter most.
His practice is built on a simple belief: wealth management should go beyond the numbers. That's why he created the MOVE Framework, a structured approach grounded in Mission, Objectives, Values, and Ethics, to ensure every financial decision is made with clarity, alignment, and purpose.
Paul's career began in public accounting in Boston as a CPA, giving him a rare technical edge in tax strategy and financial structure. He went on to build his investment practice at Morgan Stanley and then Ferris Capital before joining Claro Advisors. Paul works with executives, founders, entrepreneurs, and multi-generational families who want more from their financial life.
Paul has been recognized by Forbes as a Top Next Gen Wealth Advisor Best-in-State for 3 consecutive years, Five Star Professionals, and Top 100 Magazine for his work as a wealth advisor.
Work with the following types of clients
Individual Investors, Businesses
Foreign Languages Serviced
English
Advisory Services Provided
Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management
Services
Investment Types
Options & Futures, Mutual Funds, Bonds, Stocks, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Office, Video Conference, Your Home, Our Office, Phone, Email
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
Top Next-Gen Wealth Advisor Best-in-State
Securities Licenses
Series 7, Series 31, Series 66
Firm Information
Assets Managed by Firm
$1,700,000,000
Advisor's Number of Clients
70
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000+
Compensation Methods
Based on Assets
Additional Details on Charges
We charge a percentage-based fee typically between 0.50% and 1.5%
We do not charge commissions
We do not sell any proprietary products
We are transparent with fees
Minimum Fee Charged for Managed Accounts
$5,000
Education
Bachelor of Science - Finance & Accounting
UMass Lowell
2005 -2009
MBA - Finance
UMass Lowell
2012 -2012
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893719/retirementplanning-Claro-Advisors-detailed-disclosure.html