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

Last Updated - March 12, 2024

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 23 years of experience.

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List of Qualified Retirement Planning Advisors in Concord, Massachusetts

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Allworth 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

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Savant 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

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Jonathan 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

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Josh Darwin
Regal Financial

Qualifications
CRD# 2153443
Firm CRD# 125004
Series 63, 65

Minimum Assets Required
$10,000,000

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, Investment Advice & Management.

Compensation/Fee

Fee-Based

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Michael MacLean
CFP®
Mercantile Private Wealth Management

Qualifications
CRD# 5457640
Firm CRD# 5457640
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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Aaron 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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
BAY COLONY ADVISORS
86 Baker Avenue Extension, Suite 310
Concord, MA, 1742
$893,291,993320823
A Percentage of AUM, Hourly charges, Fixed Fees, Other (PLATFORM FEE FROM SUB-ADVISERS)
2
TWELVE POINTS WEALTH MANAGEMENT
9 Pond Lane, Suite 3a
Concord, MA, 1742
$833,663,895114021
A Percentage of AUM, Hourly charges, Fixed Fees
3
MONUMENT GROUP WEALTH ADVISORS, LLC
801 Main Street, Suite 14
Concord, MA, 1742
$429,359,4665836
A Percentage of AUM, Hourly charges, Fixed Fees
4
CONCORDIA WEALTH MANAGEMENT, LLC
37 Main Street, Suite 1
Concord, MA, 1742
$157,924,8451223
A Percentage of AUM, Fixed Fees
5
COVALENT PARTNERS LLC
30 Monument Square, Suite 250
Concord, MA, 1742
$93,747,00044
A Percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Concord, Massachusetts

QualificationsFirm CRD# 152583

Assets Under Management $893,291,993

No. Of Clients3208

Clients Per Financial Advisor139

BAY COLONY ADVISORS is a financial advisory firm situated in Concord, Massachusetts. With a nearly $893M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3208 clients. The team consists of 23 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 171107

Assets Under Management $833,663,895

No. Of Clients1140

Clients Per Financial Advisor54

TWELVE POINTS WEALTH MANAGEMENT is a financial advisory firm situated in Concord, Massachusetts. With a nearly $834M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1140 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 111908

Assets Under Management $429,359,466

No. Of Clients583

Clients Per Financial Advisor97

MONUMENT GROUP WEALTH ADVISORS, LLC is a financial advisory firm situated in Concord, Massachusetts. With a nearly $429M assets under management, the firm specializes in crafting personalized retirement planning solutions for 583 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
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 164278

Assets Under Management $157,924,845

No. Of Clients122

Clients Per Financial Advisor41

CONCORDIA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Concord, Massachusetts. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 122 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 140494

Assets Under Management $93,747,000

No. Of Clients4

Clients Per Financial Advisor1

COVALENT PARTNERS LLC is a financial advisory firm situated in Concord, Massachusetts. With a nearly $94M 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
View Full Profile

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