National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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

Last Updated - March 12, 2024

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.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Lexington, Massachusetts

advisor-photo
vector.svg VERIFIED

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

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
vector.svg VERIFIED

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

advisor-photo
vector.svg VERIFIED

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
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

advisor-photo
vector.svg VERIFIED

Aaron A Milne
CFP®, EA
MAERCO Financial

Qualifications
CRD# 5692927
Firm CRD# 139627
Series 6, 7, 63, 65

Minimum Assets Required
$100,000

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Hourly, Commissions, Flat Fee, Based on Assets

Top 6 Retirement Planning firms in Lexington, Massachusetts (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
WINGATE WEALTH ADVISORS, INC.
450 Bedford Street,
Lexington, MA, 02420-1547
$1,093,379,683286124
A Percentage of AUM, Fixed Fees
2
MWA ASSET MANAGEMENT
5 Militia Drive, Suite 2
Lexington, MA, 2421
$184,570,7534062
A Percentage of AUM, Fixed Fees, Commission Based
3
OUELLETTE WEALTH ADVISORY LLC
35 Bedford St, Suite 16
Lexington, MA, 2420
$148,741,3596124
A Percentage of AUM, Hourly charges, Fixed Fees
4
INNOVATIVE ADVISORY GROUP
394 Lowell Street, Suite 8,
Lexington, MA, 2420
$124,000,0008759
A Percentage of AUM, Hourly charges, Fixed Fees
5
SEAMANS CAPITAL MANAGEMENT, LLC
80 Hayden Ave Suite 110,
Lexington, MA, 2421
$91,547,317278
A Percentage of AUM, Performance Based
6
PEBBLE FINANCE
37 Tarbell Ave,
Lexington, MA, 2421
$002
Fixed Fees

Information on Top Retirement Planning firms in Lexington, Massachusetts

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

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.

Fee Structure

  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners