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.
Lexington 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 Lexington, Massachusetts have an average of 23 years of experience.
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
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
Michael MacLean
CFP®
Mercantile Private Wealth Management
Qualifications
CRD# 5457640
Firm CRD# 5457640
Series 7, 66
Minimum Assets Required
Not Specified
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.
Fee-Based, Commissions, Based on Assets
Aaron A Milne
CFP®, EA
MAERCO Financial
Qualifications
CRD# 5692927
Firm CRD# 139627
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Hourly, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | WINGATE WEALTH ADVISORS, INC. 450 Bedford Street, Lexington, MA, 02420-1547 | $1,093,379,683 | 2861 | 24 | A Percentage of AUM, Fixed Fees |
2 | MWA ASSET MANAGEMENT 5 Militia Drive, Suite 2 Lexington, MA, 2421 | $184,570,753 | 406 | 2 | A Percentage of AUM, Fixed Fees, Commission Based |
3 | OUELLETTE WEALTH ADVISORY LLC 35 Bedford St, Suite 16 Lexington, MA, 2420 | $148,741,359 | 612 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | INNOVATIVE ADVISORY GROUP 394 Lowell Street, Suite 8, Lexington, MA, 2420 | $124,000,000 | 875 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | SEAMANS CAPITAL MANAGEMENT, LLC 80 Hayden Ave Suite 110, Lexington, MA, 2421 | $91,547,317 | 27 | 8 | A Percentage of AUM, Performance Based |
6 | PEBBLE FINANCE 37 Tarbell Ave, Lexington, MA, 2421 | $0 | 0 | 2 | Fixed Fees |
QualificationsFirm CRD# 105012
Assets Under Management $1,093,379,683
No. Of Clients2861
Clients Per Financial Advisor119
WINGATE WEALTH ADVISORS, INC. is a financial advisory firm situated in Lexington, Massachusetts. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2861 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 142912
Assets Under Management $184,570,753
No. Of Clients406
Clients Per Financial Advisor203
MWA ASSET MANAGEMENT is a financial advisory firm situated in Lexington, Massachusetts. With a nearly $185M assets under management, the firm specializes in crafting personalized retirement planning solutions for 406 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 289242
Assets Under Management $148,741,359
No. Of Clients612
Clients Per Financial Advisor153
OUELLETTE WEALTH ADVISORY LLC is a financial advisory firm situated in Lexington, Massachusetts. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 612 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 146618
Assets Under Management $124,000,000
No. Of Clients875
Clients Per Financial Advisor97
INNOVATIVE ADVISORY GROUP is a financial advisory firm situated in Lexington, Massachusetts. With a nearly $124M assets under management, the firm specializes in crafting personalized retirement planning solutions for 875 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 118404
Assets Under Management $91,547,317
No. Of Clients27
Clients Per Financial Advisor3
SEAMANS CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Lexington, Massachusetts. With a nearly $92M assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 323301
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
PEBBLE FINANCE is a financial advisory firm situated in Lexington, Massachusetts. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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