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

Last Updated - March 12, 2024

Franklin has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Franklin, Massachusetts have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Franklin, Massachusetts

advisor-photo

Qualifications
CRD# 7556128
Firm CRD# 172011

Minimum Assets Required
$50,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo
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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

advisor-photo
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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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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

advisor-photo
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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

advisor-photo
vector.svg VERIFIED

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

Top 2 Retirement Planning firms in Franklin, Massachusetts (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
BYRNE FINANCIAL FREEDOM, LLC
11 East Street,
Franklin, MA, 2038
$290,377,826150410
A Percentage of AUM
2
TITANIUM ADVISORS, LLC
9 Summer Street, Suite 303
Franklin, MA, 2038
$123,164,7232211
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Franklin, Massachusetts

QualificationsFirm CRD# 167893

Assets Under Management $290,377,826

No. Of Clients1504

Clients Per Financial Advisor150

BYRNE FINANCIAL FREEDOM, LLC is a financial advisory firm situated in Franklin, Massachusetts. With a nearly $290M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1504 clients. The team consists of 10 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 153943

Assets Under Management $123,164,723

No. Of Clients221

Clients Per Financial Advisor221

TITANIUM ADVISORS, LLC is a financial advisory firm situated in Franklin, Massachusetts. With a nearly $123M assets under management, the firm specializes in crafting personalized retirement planning solutions for 221 clients. The team consists of 1 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
View Full Profile

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