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

Last Updated - March 12, 2024

Braintree has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Braintree, Massachusetts have an average of 29 years of experience.

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List of Qualified Retirement Planning Advisors in Braintree, Massachusetts

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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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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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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# 7556128
Firm CRD# 172011

Minimum Assets Required
$50,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

Top 12 Retirement Planning firms in Braintree, Massachusetts (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
PALLAS CAPITAL ADVISORS, LLC
45 Braintree Hill Office Park, Suite 201
Braintree, MA, 2184
$2,295,576,525368622
A Percentage of AUM, Hourly charges, Fixed Fees
2
MG FINANCIAL LLC
30 Braintree Hill Office Park, Suite 104
Braintree, MA, 2184
$1,065,578,2711157
A Percentage of AUM, Hourly charges, Other (ANNUAL RETAINER FOR SERVICES NOT COVERED BY AN ASSET BASED FEE.)
3
MSA FINANCIAL
25 Braintree Hill Office Park, Suite 303
Braintree, MA, 02184-8716
$870,408,678296519
A Percentage of AUM, Hourly charges, Fixed Fees
4
PEDDOCK CAPITAL ADVISORS, LLC
50 Braintree Hill Office Park, Suite 207
Braintree, MA, 2184
$495,544,9383727
A Percentage of AUM, Hourly charges, Fixed Fees
5
COMPASS CAPITAL CORPORATION
50 Braintree Hill Office Park, Suite 105
Braintree, MA, 02184-8734
$475,503,136133917
A Percentage of AUM, Hourly charges, Fixed Fees
6
LITTLE HOUSE CAPITAL, LLC
35 Braintree Hill Park, #100
Braintree, MA, 2184
$399,548,0795118
A Percentage of AUM, Hourly charges, Fixed Fees
7
KELLY FINANCIAL SERVICES LLC
10 Forbes Road, Ste 130
Braintree, MA, 2184
$345,863,185275512
A Percentage of AUM, Hourly charges, Fixed Fees
8
U.S. FINANCIAL ADVISORS
30 Braintree Hill Office Park, Suite 201
Braintree, MA, 2184
$295,797,52155914
A Percentage of AUM, Hourly charges, Fixed Fees
9
GENESIS WEALTH ADVISORS, LLC
400 Washington Street, Suite 308
Braintree, MA, 2184
$164,097,6366359
A Percentage of AUM, Hourly charges, Fixed Fees
10
KRAEMATON INVESTMENT ADVISORS, INC
25 Braintree Hill Office Park, Suite 200
Braintree, MA, 2184
$156,876,7414963
A Percentage of AUM
11
STABLEPOINT PARTNERS, LLC
45 Braintree Hill Park, Suite #402
Braintree, MA, 2169
$005
A Percentage of AUM
12
GOSSELIN CONSULTING GROUP LLC
25 Braintree Hill Office Park, Suite 200
Braintree, MA, 2184
$002
Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Braintree, Massachusetts

QualificationsFirm CRD# 310327

Assets Under Management $2,295,576,525

No. Of Clients3686

Clients Per Financial Advisor168

PALLAS CAPITAL ADVISORS, LLC is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3686 clients. The team consists of 22 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 107649

Assets Under Management $1,065,578,271

No. Of Clients115

Clients Per Financial Advisor16

MG FINANCIAL LLC is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 115 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
  • Hourly charges
  • Other (ANNUAL RETAINER FOR SERVICES NOT COVERED BY AN ASSET BASED FEE.)

Financial Planning Services

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

QualificationsFirm CRD# 107768

Assets Under Management $870,408,678

No. Of Clients2965

Clients Per Financial Advisor156

MSA FINANCIAL is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $870M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2965 clients. The team consists of 19 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
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 148216

Assets Under Management $495,544,938

No. Of Clients372

Clients Per Financial Advisor53

PEDDOCK CAPITAL ADVISORS, LLC is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $496M assets under management, the firm specializes in crafting personalized retirement planning solutions for 372 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

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

QualificationsFirm CRD# 112323

Assets Under Management $475,503,136

No. Of Clients1339

Clients Per Financial Advisor79

COMPASS CAPITAL CORPORATION is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $476M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1339 clients. The team consists of 17 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
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 290070

Assets Under Management $399,548,079

No. Of Clients511

Clients Per Financial Advisor64

LITTLE HOUSE CAPITAL, LLC is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $400M assets under management, the firm specializes in crafting personalized retirement planning solutions for 511 clients. The team consists of 8 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
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 291996

Assets Under Management $345,863,185

No. Of Clients2755

Clients Per Financial Advisor230

KELLY FINANCIAL SERVICES LLC is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $346M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2755 clients. The team consists of 12 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 108763

Assets Under Management $295,797,521

No. Of Clients559

Clients Per Financial Advisor40

U.S. FINANCIAL ADVISORS is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $296M assets under management, the firm specializes in crafting personalized retirement planning solutions for 559 clients. The team consists of 14 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
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 158388

Assets Under Management $164,097,636

No. Of Clients635

Clients Per Financial Advisor71

GENESIS WEALTH ADVISORS, LLC is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 635 clients. The team consists of 9 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
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 126869

Assets Under Management $156,876,741

No. Of Clients496

Clients Per Financial Advisor165

KRAEMATON INVESTMENT ADVISORS, INC is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $157M assets under management, the firm specializes in crafting personalized retirement planning solutions for 496 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

Financial Planning Services

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

QualificationsFirm CRD# 328503

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

STABLEPOINT PARTNERS, LLC is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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

Financial Planning Services

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

QualificationsFirm CRD# 161019

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

GOSSELIN CONSULTING GROUP LLC is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Pension Consulting Services
View Full Profile

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