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.
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.
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
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
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
Allworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Qualifications
CRD# 7556128
Firm CRD# 172011
Minimum Assets Required
$50,000
Not Specified.
Not Specified
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | PALLAS CAPITAL ADVISORS, LLC 45 Braintree Hill Office Park, Suite 201 Braintree, MA, 2184 | $2,295,576,525 | 3686 | 22 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | MG FINANCIAL LLC 30 Braintree Hill Office Park, Suite 104 Braintree, MA, 2184 | $1,065,578,271 | 115 | 7 | 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 | $870,408,678 | 2965 | 19 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | PEDDOCK CAPITAL ADVISORS, LLC 50 Braintree Hill Office Park, Suite 207 Braintree, MA, 2184 | $495,544,938 | 372 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | COMPASS CAPITAL CORPORATION 50 Braintree Hill Office Park, Suite 105 Braintree, MA, 02184-8734 | $475,503,136 | 1339 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
6 | LITTLE HOUSE CAPITAL, LLC 35 Braintree Hill Park, #100 Braintree, MA, 2184 | $399,548,079 | 511 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
7 | KELLY FINANCIAL SERVICES LLC 10 Forbes Road, Ste 130 Braintree, MA, 2184 | $345,863,185 | 2755 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | U.S. FINANCIAL ADVISORS 30 Braintree Hill Office Park, Suite 201 Braintree, MA, 2184 | $295,797,521 | 559 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees |
9 | GENESIS WEALTH ADVISORS, LLC 400 Washington Street, Suite 308 Braintree, MA, 2184 | $164,097,636 | 635 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
10 | KRAEMATON INVESTMENT ADVISORS, INC 25 Braintree Hill Office Park, Suite 200 Braintree, MA, 2184 | $156,876,741 | 496 | 3 | A Percentage of AUM |
11 | STABLEPOINT PARTNERS, LLC 45 Braintree Hill Park, Suite #402 Braintree, MA, 2169 | $0 | 0 | 5 | A Percentage of AUM |
12 | GOSSELIN CONSULTING GROUP LLC 25 Braintree Hill Office Park, Suite 200 Braintree, MA, 2184 | $0 | 0 | 2 | Hourly charges, Fixed Fees |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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