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 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.
Hingham has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Hingham, Massachusetts have an average of 35 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Jordan Cohne
RICP®
Clarity Wealth Advisors
Qualifications
CRD# 4763296
Firm CRD# 8733
Series 7, 66
Minimum Assets Required
Not Specified
Not Specified
Not Specified
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
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
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
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 350 Lincoln Street, Suite 1100 Hingham, MA, 02043 | $722,810,796 | 448 | 5 | A percentage of AUM, Fixed fees |
2 | 99 Derby Street, Suite 100 Hingham, MA, 02043 | $715,146,202 | 342 | 9 | A percentage of AUM, Hourly charges, Fixed fees, Other (REV SHARE ON ELIGIBLE CREDIT & CASH SOLUTIONS, FOCUS RISK SOL) |
3 | 175 Derby St, Suite 24 Hingham, MA, 02043 | $709,363,916 | 1431 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 37 Derby Street, Suite 5 Hingham, MA, 02043 | $581,668,473 | 971 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
5 | 2 Essington Drive, Hingham, MA, 02043 | $229,162,602 | 442 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
6 | 350 Lincoln Street, Suite 2400 Hingham, MA, 02043 | $127,315,936 | 268 | 2 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 296798
Assets Under Management $722,810,796
No. Of Clients448
Clients Per Financial Advisor90
NEW WORLD ADVISORS LLC is a financial advisory firm situated in Hingham, Massachusetts. With a nearly $723M assets under management, the firm specializes in crafting personalized retirement planning solutions for 448 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 286635
Assets Under Management $715,146,202
No. Of Clients342
Clients Per Financial Advisor38
ONE CHARLES PRIVATE WEALTH is a financial advisory firm situated in Hingham, Massachusetts. With a nearly $715M assets under management, the firm specializes in crafting personalized retirement planning solutions for 342 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 127625
Assets Under Management $709,363,916
No. Of Clients1431
Clients Per Financial Advisor204
AEQUITAS INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Hingham, Massachusetts. With a nearly $709M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1431 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 152482
Assets Under Management $581,668,473
No. Of Clients971
Clients Per Financial Advisor121
SANDY COVE ADVISORS, LLC is a financial advisory firm situated in Hingham, Massachusetts. With a nearly $582M assets under management, the firm specializes in crafting personalized retirement planning solutions for 971 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 309943
Assets Under Management $229,162,602
No. Of Clients442
Clients Per Financial Advisor111
AFG FIDUCIARY SERVICES is a financial advisory firm situated in Hingham, Massachusetts. With a nearly $229M assets under management, the firm specializes in crafting personalized retirement planning solutions for 442 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 332759
Assets Under Management $127,315,936
No. Of Clients268
Clients Per Financial Advisor134
VINCENT WEALTH ADVISORS LLC is a financial advisory firm situated in Hingham, Massachusetts. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 268 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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