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 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.
Burlington has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Burlington, Massachusetts have an average of 35 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
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
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
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Jordan Cohne
RICP®
Clarity Wealth Advisors
Qualifications
CRD# 4763296
Firm CRD# 8733
Series 7, 66
Minimum Assets Required
Not Specified
Not Specified
Not Specified
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 2400 District Avenue, Suite 420 Burlington, MA, 01803 | $877,378,158 | 7 | 12 | A percentage of AUM, Other (CARRIED INTEREST) |
2 | 25 Burlington Mall Road, Suite 404 Burlington, MA, 01803 | $492,260,301 | 533 | 24 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 200 Summit Drive, Suite 210 Burlington, MA, 01803 | $331,262,984 | 15 | 9 | A percentage of AUM, Performance Based |
4 | 20 Burlington Mall Road, Suite 420 Burlington, MA, 01803-4121 | $233,200,000 | 5 | 13 | A percentage of AUM, Performance Based |
5 | 69 Winn Street, Burlington, MA, 01803 | $226,887,104 | 709 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
6 | 10 Mall Road, Suite 301 Burlington, MA, 01803-4131 | $113,877,241 | 364 | 3 | A percentage of AUM, Fixed fees |
7 | 25 Burlington Mall Road, Suite 404 Burlington, MA, 01803 | $99,494,397 | 444 | 7 | A percentage of AUM |
QualificationsFirm CRD# 284801
Assets Under Management $877,378,158
No. Of Clients7
Clients Per Financial Advisor1
FOLIUM CAPITAL LP is a financial advisory firm situated in Burlington, Massachusetts. With a nearly $877M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 158528
Assets Under Management $492,260,301
No. Of Clients533
Clients Per Financial Advisor22
RPG FAMILY WEALTH ADVISORY, LLC is a financial advisory firm situated in Burlington, Massachusetts. With a nearly $492M assets under management, the firm specializes in crafting personalized retirement planning solutions for 533 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 160505
Assets Under Management $331,262,984
No. Of Clients15
Clients Per Financial Advisor2
ALCION VENTURES, L.P. is a financial advisory firm situated in Burlington, Massachusetts. With a nearly $331M assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 166087
Assets Under Management $233,200,000
No. Of Clients5
Clients Per Financial Advisor0
ARCADIA FUNDS is a financial advisory firm situated in Burlington, Massachusetts. With a nearly $233M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105254
Assets Under Management $226,887,104
No. Of Clients709
Clients Per Financial Advisor118
NEFPG is a financial advisory firm situated in Burlington, Massachusetts. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 709 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 140967
Assets Under Management $113,877,241
No. Of Clients364
Clients Per Financial Advisor121
CORNERSTONE FINANCIAL MANAGEMENT LLC is a financial advisory firm situated in Burlington, Massachusetts. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 364 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155870
Assets Under Management $99,494,397
No. Of Clients444
Clients Per Financial Advisor63
RISK PARADIGM GROUP, LLC is a financial advisory firm situated in Burlington, Massachusetts. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 444 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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