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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 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.

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Finding the Best Retirement Planners in Franklin, Massachusetts

Last Updated - April 25, 2025

Franklin has 7 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 35 years of experience.

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List of Qualified Retirement Planning Advisors in Franklin, Massachusetts

advisor

Qualifications
CRD# 7556128
Firm CRD# 172011

Minimum Assets Required
$50,000

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Jordan Cohne
RICP®
Clarity Wealth Advisors

Qualifications
CRD# 4763296
Firm CRD# 8733
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor
vector.svg VERIFIED

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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

11 East Street,
Franklin, MA, 02038
$357,402,35115539
A percentage of AUM
2

9 Summer Street, Suite 303
Franklin, MA, 02038
$151,407,8352271
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Franklin, Massachusetts

QualificationsFirm CRD# 167893

Assets Under Management $357,402,351

No. Of Clients1553

Clients Per Financial Advisor173

BYRNE FINANCIAL FREEDOM, LLC is a financial advisory firm situated in Franklin, Massachusetts. With a nearly $357M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1553 clients. The team consists of 9 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 153943

Assets Under Management $151,407,835

No. Of Clients227

Clients Per Financial Advisor227

TITANIUM ADVISORS, LLC is a financial advisory firm situated in Franklin, Massachusetts. With a nearly $151M assets under management, the firm specializes in crafting personalized retirement planning solutions for 227 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

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