Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > massachusetts > cambridge

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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

Last Updated - April 25, 2025

Cambridge 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 Cambridge, Massachusetts have an average of 35 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in Cambridge, Massachusetts

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

Find An Advisor

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

Find An Advisor

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

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	20 University Road, 4th Floor Cambridge, MA, 02138	$27,317,948,305	36	205	A percentage of AUM, Other (CARRIED INTEREST)
2	314 Main Street, 15th Floor Cambridge, MA, 02142	$7,184,881,378	7	28	A percentage of AUM, Performance Based
3	20 University Road, 4th Floor Cambridge, MA, 02138-5815	$2,116,540,646	856	21	A percentage of AUM, Fixed fees
4	1280 Massachusetts Ave, Ste 4 Cambridge, MA, 02138	$1,225,193,956	79	20	Performance Based, Other (A PERCENTAGE OF INVESTED CAPITAL)
5	314 Main St, 15th Floor Cambridge, MA, 02142	$1,095,696,232	9	28	A percentage of AUM, Performance Based
6	22 Hilliard Street, Cambridge, MA, 02138-4922	$666,151,537	1217	4	A percentage of AUM, Hourly charges
7	5 Revere Street, Cambridge, MA, 02138	$284,000,000	2	3	A percentage of AUM, Performance Based
8	1 Broadway, Cambridge, MA, 02412	$204,861,103	2	5	A percentage of AUM, Performance Based
9	135 Garden Street, Cambridge, MA, 02138-6721	$172,662,645	54	3	A percentage of AUM
10	50 Church Street, 5th Floor Cambridge, MA, 02138	$163,408,197	11	6	A percentage of AUM, Performance Based
11	1 Mifflin Place, Suite 400 Cambridge, MA, 02138	$28,600,480	1	3	A percentage of AUM, Performance Based
12	One Kendall Square, B2201 Cambridge, MA, 02139	$0	0	18	Other (REFERRAL FEES)

Information on Top Retirement Planning firms in Cambridge, Massachusetts

GENERAL CATALYST

Find an Advisor

QualificationsFirm CRD# 162548

Assets Under Management $27,317,948,305

No. Of Clients36

Clients Per Financial Advisor0

GENERAL CATALYST is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 36 clients. The team consists of 205 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 vehicles

View Full Profile

BLACKSTONE LIFE SCIENCES ADVISORS L.L.C.

Find an Advisor

QualificationsFirm CRD# 304477

Assets Under Management $7,184,881,378

No. Of Clients7

Clients Per Financial Advisor0

BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 28 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 vehicles

View Full Profile

GC WEALTH MANAGEMENT RIA, LLC

Find an Advisor

QualificationsFirm CRD# 327269

Assets Under Management $2,116,540,646

No. Of Clients856

Clients Per Financial Advisor41

GC WEALTH MANAGEMENT RIA, LLC is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 856 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

View Full Profile

EQUITY RESOURCE INVESTMENTS, LLC

Find an Advisor

QualificationsFirm CRD# 161186

Assets Under Management $1,225,193,956

No. Of Clients79

Clients Per Financial Advisor4

EQUITY RESOURCE INVESTMENTS, LLC is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 79 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Performance Based
Other (A PERCENTAGE OF INVESTED CAPITAL)

Financial Planning Services

Portfolio management for pooled investment vehicles

View Full Profile

CLARUS VENTURES, LLC

Find an Advisor

QualificationsFirm CRD# 160980

Assets Under Management $1,095,696,232

No. Of Clients9

Clients Per Financial Advisor0

CLARUS VENTURES, LLC is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 28 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 vehicles

View Full Profile

PINNEY & SCOFIELD, INC.

Find an Advisor

QualificationsFirm CRD# 105365

Assets Under Management $666,151,537

No. Of Clients1217

Clients Per Financial Advisor304

PINNEY & SCOFIELD, INC. is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $666M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1217 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

FAYERWEATHER MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 187517

Assets Under Management $284,000,000

No. Of Clients2

Clients Per Financial Advisor1

FAYERWEATHER MANAGEMENT, LLC is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $284M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

View Full Profile

NINTH ETERNITY ASSET MANAGEMENT LLC

Find an Advisor

QualificationsFirm CRD# 306985

Assets Under Management $204,861,103

No. Of Clients2

Clients Per Financial Advisor0

NINTH ETERNITY ASSET MANAGEMENT LLC is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $205M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

View Full Profile

ETRE LLC

Find an Advisor

QualificationsFirm CRD# 121355

Assets Under Management $172,662,645

No. Of Clients54

Clients Per Financial Advisor18

ETRE LLC is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $173M assets under management, the firm specializes in crafting personalized retirement planning solutions for 54 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 services
Portfolio management for individuals and/or small businesses

View Full Profile

APPLIED FUNDAMENTAL RESEARCH, LLC

Find an Advisor

QualificationsFirm CRD# 167645

Assets Under Management $163,408,197

No. Of Clients11

Clients Per Financial Advisor2

APPLIED FUNDAMENTAL RESEARCH, LLC is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $163M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 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
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

View Full Profile

IRONSIDES PARTNERS LLC

Find an Advisor

QualificationsFirm CRD# 157278

Assets Under Management $28,600,480

No. Of Clients1

Clients Per Financial Advisor0

IRONSIDES PARTNERS LLC is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $29M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

View Full Profile

DATALIGN

Find an Advisor

QualificationsFirm CRD# 317004

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

DATALIGN is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Other (REFERRAL FEES)

Financial Planning Services

Selection for other advisors

View Full Profile

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?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.