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.
Hingham has 5 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 Hingham, Massachusetts have an average of 29 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
Allworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
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
Qualifications
CRD# 7556128
Firm CRD# 172011
Minimum Assets Required
$50,000
Not Specified.
Not Specified
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | ONE CHARLES PRIVATE WEALTH 99 Derby Street, Suite 100 Hingham, MA, 2043 | $621,857,662 | 318 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REV SHARE WITH AFFILIATE FOCUS TREAS&CREDIT SOL, FOCUS RISK SOL) |
2 | AEQUITAS INVESTMENT ADVISORS, LLC 175 Derby St, Suite 24 Hingham, MA, 2043 | $608,039,859 | 1332 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | NEW WORLD ADVISORS LLC 350 Lincoln Street, Suite 1100 Hingham, MA, 2043 | $453,163,222 | 332 | 5 | A Percentage of AUM, Fixed Fees |
4 | SANDY COVE ADVISORS, LLC 37 Derby Street, Suite 5 Hingham, MA, 2043 | $362,707,334 | 776 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | AFG FIDUCIARY SERVICES 2 Essington Drive, Hingham, MA, 2043 | $175,000,000 | 392 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 286635
Assets Under Management $621,857,662
No. Of Clients318
Clients Per Financial Advisor64
ONE CHARLES PRIVATE WEALTH is a financial advisory firm situated in Hingham, Massachusetts. With a nearly $622M assets under management, the firm specializes in crafting personalized retirement planning solutions for 318 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 127625
Assets Under Management $608,039,859
No. Of Clients1332
Clients Per Financial Advisor190
AEQUITAS INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Hingham, Massachusetts. With a nearly $608M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1332 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 296798
Assets Under Management $453,163,222
No. Of Clients332
Clients Per Financial Advisor66
NEW WORLD ADVISORS LLC is a financial advisory firm situated in Hingham, Massachusetts. With a nearly $453M assets under management, the firm specializes in crafting personalized retirement planning solutions for 332 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 152482
Assets Under Management $362,707,334
No. Of Clients776
Clients Per Financial Advisor86
SANDY COVE ADVISORS, LLC is a financial advisory firm situated in Hingham, Massachusetts. With a nearly $363M assets under management, the firm specializes in crafting personalized retirement planning solutions for 776 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 309943
Assets Under Management $175,000,000
No. Of Clients392
Clients Per Financial Advisor98
AFG FIDUCIARY SERVICES is a financial advisory firm situated in Hingham, Massachusetts. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 392 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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