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 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.
Dedham has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Dedham, Massachusetts have an average of 25 years of experience.
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
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.
Fee-Based, Based on Assets
Josh Darwin
Regal Financial
Qualifications
CRD# 2153443
Firm CRD# 125004
Series 63, 65
Minimum Assets Required
$10,000,000
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.
Fee-Based
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
Allworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Qualifications
CRD# 7556128
Firm CRD# 172011
Minimum Assets Required
$50,000
Not Specified.
Not Specified
Michael MacLean
CFP®
Mercantile Private Wealth Management
Qualifications
CRD# 5457640
Firm CRD# 5457640
Series 7, 66
Minimum Assets Required
Not Specified
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.
Fee-Based, Commissions, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | BECK BODE LLC 858 Washington Street, Suite 100 Dedham, MA, 2026 | $489,836,573 | 2772 | 40 | A Percentage of AUM, Fixed Fees |
2 | FOX HILL WEALTH MANAGEMENT 84 Bridge Street, Dedham, MA, 2026 | $154,594,204 | 724 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | FINANCIAL SOLUTIONS ASSOCIATES 990 Washington Street, Suite 317 Dedham, MA, 2026 | $118,473,000 | 533 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | FINANCIAL SOLUTIONS ASSOCIATES 990 Washington St, Suite 317 Dedham, MA, 2026 | $112,459,983 | 155 | 1 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 282611
Assets Under Management $489,836,573
No. Of Clients2772
Clients Per Financial Advisor69
BECK BODE LLC is a financial advisory firm situated in Dedham, Massachusetts. With a nearly $490M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2772 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 321881
Assets Under Management $154,594,204
No. Of Clients724
Clients Per Financial Advisor121
FOX HILL WEALTH MANAGEMENT is a financial advisory firm situated in Dedham, Massachusetts. With a nearly $155M assets under management, the firm specializes in crafting personalized retirement planning solutions for 724 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 130397
Assets Under Management $118,473,000
No. Of Clients533
Clients Per Financial Advisor267
FINANCIAL SOLUTIONS ASSOCIATES is a financial advisory firm situated in Dedham, Massachusetts. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 533 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111456
Assets Under Management $112,459,983
No. Of Clients155
Clients Per Financial Advisor155
FINANCIAL SOLUTIONS ASSOCIATES is a financial advisory firm situated in Dedham, Massachusetts. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 155 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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