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Find Retirement Advisors for Retirement Planning in Braintree, Massachusetts

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 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 registration checks. 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 - April 25, 2025

Braintree has 6 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 35 years of experience.

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List of Qualified Retirement Planning Advisors in Braintree, Massachusetts

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

720 University Avenue,
Suite 230,
Norwood, MA 02062 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Jordan Cohne
RICP^®
Clarity Wealth Advisors

Qualifications
CRD# 4763296
Firm CRD# 8733
Series 7, 66

Minimum Assets Required
Not Specified

Address

448 Turnpike Street,
Suite 1-G-A,
South Easton, MA 02375 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

80 William Street,
Suite 260,
Wellesley, MA 02481 See Details

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Sequoia Financial Group

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Address

80 Blanchard Road, Suite 201,
Burlington, MA 01803 See Details

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	45 Braintree Hill Office Park, Suite 201 Braintree, MA, 02184	$2,965,232,525	3566	30	A percentage of AUM, Hourly charges, Fixed fees
2	25 Braintree Hill Office Park, Suite 303 Braintree, MA, 02184	$1,168,995,005	3165	19	A percentage of AUM, Hourly charges, Fixed fees
3	30 Braintree Hill Office Park, Suite 104 Braintree, MA, 02184	$1,129,381,569	109	7	A percentage of AUM, Hourly charges, Other (ANNUAL RETAINER FOR SERVICES NOT COVERED BY AN ASSET BASED FEE.)
4	50 Braintree Hill Office Park, Suite 207 Braintree, MA, 02184	$731,548,995	461	6	A percentage of AUM, Hourly charges, Fixed fees
5	35 Braintree Hill Park, #100 Braintree, MA, 02184	$601,441,128	722	8	A percentage of AUM, Hourly charges, Fixed fees
6	50 Braintree Hill Office Park, Suite 105 Braintree, MA, 02184-8734	$590,724,118	1413	15	A percentage of AUM, Hourly charges, Fixed fees
7	45 Braintree Hill Park, Suite #402 Braintree, MA, 02184	$534,681,810	1636	6	A percentage of AUM
8	10 Forbes Road, Ste 130 Braintree, MA, 02184	$488,597,699	2891	11	A percentage of AUM, Hourly charges, Fixed fees
9	30 Braintree Hill Office Park, Suite 201 Braintree, MA, 02184	$348,574,645	612	12	A percentage of AUM, Hourly charges, Fixed fees
10	25 Braintree Hill Office Park, Suite 200 Braintree, MA, 02184	$183,257,221	498	2	A percentage of AUM
11	400 Washington Street, Suite 308 Braintree, MA, 02184	$175,197,606	544	7	A percentage of AUM, Hourly charges, Fixed fees
12	25 Braintree Hill Office Park, Suite 200 Braintree, MA, 02184	$0	0	2	Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Braintree, Massachusetts

PALLAS CAPITAL ADVISORS, LLC

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QualificationsFirm CRD# 310327

Assets Under Management $2,965,232,525

No. Of Clients3566

Clients Per Financial Advisor119

PALLAS CAPITAL ADVISORS, LLC is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3566 clients. The team consists of 30 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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MSA FINANCIAL

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QualificationsFirm CRD# 107768

Assets Under Management $1,168,995,005

No. Of Clients3165

Clients Per Financial Advisor167

MSA FINANCIAL 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 3165 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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MG FINANCIAL LLC

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QualificationsFirm CRD# 107649

Assets Under Management $1,129,381,569

No. Of Clients109

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 109 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 services
Portfolio management for pooled investment vehicles
Selection for other advisors

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PEDDOCK CAPITAL ADVISORS, LLC

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QualificationsFirm CRD# 148216

Assets Under Management $731,548,995

No. Of Clients461

Clients Per Financial Advisor77

PEDDOCK CAPITAL ADVISORS, LLC is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $732M assets under management, the firm specializes in crafting personalized retirement planning solutions for 461 clients. The team consists of 6 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (FAMILY OFFICE SERVICES)

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LITTLE HOUSE CAPITAL, LLC

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QualificationsFirm CRD# 290070

Assets Under Management $601,441,128

No. Of Clients722

Clients Per Financial Advisor90

LITTLE HOUSE CAPITAL, LLC is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $601M assets under management, the firm specializes in crafting personalized retirement planning solutions for 722 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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COMPASS CAPITAL CORPORATION

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QualificationsFirm CRD# 112323

Assets Under Management $590,724,118

No. Of Clients1413

Clients Per Financial Advisor94

COMPASS CAPITAL CORPORATION is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $591M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1413 clients. The team consists of 15 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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STABLEPOINT PARTNERS, LLC

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QualificationsFirm CRD# 328503

Assets Under Management $534,681,810

No. Of Clients1636

Clients Per Financial Advisor273

STABLEPOINT PARTNERS, LLC is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $535M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1636 clients. The team consists of 6 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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KELLY FINANCIAL SERVICES LLC

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QualificationsFirm CRD# 291996

Assets Under Management $488,597,699

No. Of Clients2891

Clients Per Financial Advisor263

KELLY FINANCIAL SERVICES LLC is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $489M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2891 clients. The team consists of 11 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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U.S. FINANCIAL ADVISORS

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QualificationsFirm CRD# 108763

Assets Under Management $348,574,645

No. Of Clients612

Clients Per Financial Advisor51

U.S. FINANCIAL ADVISORS is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $349M assets under management, the firm specializes in crafting personalized retirement planning solutions for 612 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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KRAEMATON INVESTMENT ADVISORS, INC.

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QualificationsFirm CRD# 126869

Assets Under Management $183,257,221

No. Of Clients498

Clients Per Financial Advisor249

KRAEMATON INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $183M assets under management, the firm specializes in crafting personalized retirement planning solutions for 498 clients. The team consists of 2 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 services
Portfolio management for individuals and/or small businesses

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GENESIS WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 158388

Assets Under Management $175,197,606

No. Of Clients544

Clients Per Financial Advisor78

GENESIS WEALTH ADVISORS, LLC is a financial advisory firm situated in Braintree, Massachusetts. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 544 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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GOSSELIN CONSULTING GROUP LLC

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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

Pesnsion consulting services
Other (INVESTMENT MANAGER RESEARCH, 401(K) PLAN SPONSOR INVESTMENT CONSULTING)

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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