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Find Retirement Advisors for Retirement Planning in Burlington, 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 Burlington, Massachusetts
Last Updated - April 19, 2024Burlington has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Burlington, Massachusetts have an average of 28 years of experience.
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List of Qualified Retirement Planning Advisors in Burlington, Massachusetts
VERIFIEDAllworth 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
VERIFIEDSavant 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
VERIFIEDJonathan 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
VERIFIEDJordan Cohne
RICP®
Prudential
Qualifications
CRD# 4763296
Firm CRD# 5685
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDAaron A Milne
CFP®, EA
MAERCO Financial
Qualifications
CRD# 5692927
Firm CRD# 139627
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDRonald Newton
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 1276178
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Burlington, Massachusetts (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | FOLIUM CAPITAL LP 2400 District Avenue, Suite 420 Burlington, MA, 1803 | $843,060,759 | 7 | 12 | A Percentage of AUM, Other (CARRIED INTEREST) |
| 2 | RPG FAMILY WEALTH ADVISORY, LLC 25 Burlington Mall Road, Suite 404 Burlington, MA, 1803 | $420,118,957 | 1424 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | ARCADIA FUNDS 20 Burlington Mall Road, Suite 420 Burlington, MA, 01803-4121 | $364,467,809 | 5 | 13 | A Percentage of AUM, Performance Based |
| 4 | NEFPG 69 Winn Street, Burlington, MA, 1803 | $202,452,763 | 709 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | RISK PARADIGM GROUP, LLC 25 Burlington Mall Road, Suite 404 Burlington, MA, 1803 | $62,060,325 | 191 | 7 | A Percentage of AUM |
Information on Top Retirement Planning firms in Burlington, Massachusetts
QualificationsFirm CRD# 284801
Assets Under Management $843,060,759
No. Of Clients7
Clients Per Financial Advisor1
FOLIUM CAPITAL LP is a financial advisory firm situated in Burlington, Massachusetts. With a nearly $843M 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.
Fee Structure
- A Percentage of AUM
- Other (CARRIED INTEREST)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 158528
Assets Under Management $420,118,957
No. Of Clients1424
Clients Per Financial Advisor84
RPG FAMILY WEALTH ADVISORY, LLC is a financial advisory firm situated in Burlington, Massachusetts. With a nearly $420M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1424 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
- Selection of Other Advisors
QualificationsFirm CRD# 166087
Assets Under Management $364,467,809
No. Of Clients5
Clients Per Financial Advisor0
ARCADIA FUNDS is a financial advisory firm situated in Burlington, Massachusetts. With a nearly $364M 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.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 105254
Assets Under Management $202,452,763
No. Of Clients709
Clients Per Financial Advisor118
NEFPG is a financial advisory firm situated in Burlington, Massachusetts. With a nearly $202M 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.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 155870
Assets Under Management $62,060,325
No. Of Clients191
Clients Per Financial Advisor27
RISK PARADIGM GROUP, LLC is a financial advisory firm situated in Burlington, Massachusetts. With a nearly $62M assets under management, the firm specializes in crafting personalized retirement planning solutions for 191 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Amesbury, Massachusetts
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- Retirement Planners in Holliston, Massachusetts
- Retirement Planners in Lynnfield, Massachusetts
- Retirement Planners in Needham Heights, Massachusetts
- Retirement Planners in Westford, Massachusetts
- Retirement Planners in Worcester, Massachusetts
Looking for more choices? Use our free match service to compare retirement planners serving your area.