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

Last Updated - April 25, 2025

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

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List of Qualified Retirement Planning Advisors in Framingham, 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

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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

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

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 Framingham, Massachusetts (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	30 Speen Street, Suite 500 Framingham, MA, 01701	$6,745,000,000	61	45	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
2	205 Newbury Street, Suite 403 Framingham, MA, 01701	$3,629,497,268	78	13	A percentage of AUM, Fixed fees
3	205 Newbury Street, Suite 201 Framingham, MA, 01701	$223,311,497	403	5	A percentage of AUM, Hourly charges, Fixed fees
4	111 Speen Street, 2nd Floor Framingham, MA, 01701	$196,258,607	381	3	A percentage of AUM, Hourly charges, Fixed fees
5	615 Concord Street, Suite 5 Framingham, MA, 01702	$178,352,519	295	3	A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Framingham, Massachusetts

PUBLIC EQUITY PARTNERS

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QualificationsFirm CRD# 126765

Assets Under Management $6,745,000,000

No. Of Clients61

Clients Per Financial Advisor1

PUBLIC EQUITY PARTNERS is a financial advisory firm situated in Framingham, Massachusetts. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 61 clients. The team consists of 45 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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EPG INCORPORATED

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QualificationsFirm CRD# 106821

Assets Under Management $3,629,497,268

No. Of Clients78

Clients Per Financial Advisor6

EPG INCORPORATED is a financial advisory firm situated in Framingham, Massachusetts. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 78 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
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

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TSW WEALTH MANAGEMENT

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QualificationsFirm CRD# 125209

Assets Under Management $223,311,497

No. Of Clients403

Clients Per Financial Advisor81

TSW WEALTH MANAGEMENT is a financial advisory firm situated in Framingham, Massachusetts. With a nearly $223M assets under management, the firm specializes in crafting personalized retirement planning solutions for 403 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
Hourly charges
Fixed fees

Financial Planning Services

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

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WOODSIDE WEALTH MANAGEMENT

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QualificationsFirm CRD# 175118

Assets Under Management $196,258,607

No. Of Clients381

Clients Per Financial Advisor127

WOODSIDE WEALTH MANAGEMENT is a financial advisory firm situated in Framingham, Massachusetts. With a nearly $196M assets under management, the firm specializes in crafting personalized retirement planning solutions for 381 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
Hourly charges
Fixed fees

Financial Planning Services

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

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POLARIS INVESTMENT ADVISORS, LLC

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QualificationsFirm CRD# 324093

Assets Under Management $178,352,519

No. Of Clients295

Clients Per Financial Advisor98

POLARIS INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Framingham, Massachusetts. With a nearly $178M assets under management, the firm specializes in crafting personalized retirement planning solutions for 295 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
Hourly charges

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

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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