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

Last Updated - April 25, 2025

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

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List of Qualified Retirement Planning Advisors in Concord, Massachusetts

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

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

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 5 Retirement Planning firms in Concord, Massachusetts (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	9 Pond Lane, Suite 3a Concord, MA, 01742	$1,210,783,978	1387	18	A percentage of AUM, Hourly charges, Fixed fees
2	86 Baker Avenue Extension, Suite 310 Concord, MA, 01742	$1,073,790,099	3757	27	A percentage of AUM, Hourly charges, Fixed fees, Other (PLATFORM FEE FROM SUB-ADVISERS)
3	801 Main Street, Suite 14 Concord, MA, 01742	$535,577,652	625	7	A percentage of AUM, Hourly charges, Fixed fees
4	37 Main Street, Suite 1 Concord, MA, 01742	$170,427,780	123	3	A percentage of AUM, Fixed fees
5	30 Monument Square, Suite 250 Concord, MA, 01742	$133,639,674	4	4	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Concord, Massachusetts

TWELVE POINTS WEALTH MANAGEMENT

Find an Advisor

QualificationsFirm CRD# 171107

Assets Under Management $1,210,783,978

No. Of Clients1387

Clients Per Financial Advisor77

TWELVE POINTS WEALTH MANAGEMENT is a financial advisory firm situated in Concord, Massachusetts. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1387 clients. The team consists of 18 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
Publication of periodicals and newsletters
Education seminars/workshops

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BAY COLONY ADVISORS

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QualificationsFirm CRD# 152583

Assets Under Management $1,073,790,099

No. Of Clients3757

Clients Per Financial Advisor139

BAY COLONY ADVISORS is a financial advisory firm situated in Concord, Massachusetts. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3757 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PLATFORM FEE FROM SUB-ADVISERS)

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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MONUMENT GROUP WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 111908

Assets Under Management $535,577,652

No. Of Clients625

Clients Per Financial Advisor89

MONUMENT GROUP WEALTH ADVISORS, LLC is a financial advisory firm situated in Concord, Massachusetts. With a nearly $536M assets under management, the firm specializes in crafting personalized retirement planning solutions for 625 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
Portfolio management for businesses or institutional clients
Selection for other advisors

View Full Profile

CONCORDIA WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 164278

Assets Under Management $170,427,780

No. Of Clients123

Clients Per Financial Advisor41

CONCORDIA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Concord, Massachusetts. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 123 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Other (FAMILY OFFICE SERVICES)

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COVALENT PARTNERS LLC

Find an Advisor

QualificationsFirm CRD# 140494

Assets Under Management $133,639,674

No. Of Clients4

Clients Per Financial Advisor1

COVALENT PARTNERS LLC is a financial advisory firm situated in Concord, Massachusetts. With a nearly $134M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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?

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