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.
Lincoln has 6 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 Lincoln, 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
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
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
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
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 55 Old Bedford Rd, Suite 302 Lincoln, MA, 01773 | $6,324,878,192 | 469 | 50 | A percentage of AUM, Fixed fees |
2 | 55 Old Bedford Road, Suite 202 Lincoln, MA, 01773-1124 | $4,521,591,718 | 1 | 12 | A percentage of AUM |
3 | 55 Old Bedford Road, Suite 202 Lincoln, MA, 01773 | $335,509,263 | 222 | 5 | A percentage of AUM, Hourly charges |
4 | 55 Old Bedford Road, Suite 203 Lincoln, MA, 01773 | $208,504,026 | 834 | 19 | A percentage of AUM |
5 | 55 Old Bedford Road, Suite 202 Lincoln, MA, 01773 | $100,005,858 | 17 | 6 | Other (FIXED PERCENTAGE OF DISTRIBUTIONS) |
QualificationsFirm CRD# 124062
Assets Under Management $6,324,878,192
No. Of Clients469
Clients Per Financial Advisor9
FIDUCIARY TRUST INTERNATIONAL, LLC is a financial advisory firm situated in Lincoln, Massachusetts. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 469 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 104576
Assets Under Management $4,521,591,718
No. Of Clients1
Clients Per Financial Advisor0
PEAR TREE ADVISORS, INC. is a financial advisory firm situated in Lincoln, Massachusetts. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 5251
Assets Under Management $335,509,263
No. Of Clients222
Clients Per Financial Advisor44
U. S. BOSTON CAPITAL CORPORATION is a financial advisory firm situated in Lincoln, Massachusetts. With a nearly $336M assets under management, the firm specializes in crafting personalized retirement planning solutions for 222 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105215
Assets Under Management $208,504,026
No. Of Clients834
Clients Per Financial Advisor44
BTS ASSET MANAGEMENT, INC. is a financial advisory firm situated in Lincoln, Massachusetts. With a nearly $209M assets under management, the firm specializes in crafting personalized retirement planning solutions for 834 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 152581
Assets Under Management $100,005,858
No. Of Clients17
Clients Per Financial Advisor3
PEAR TREE PARTNERS, LP is a financial advisory firm situated in Lincoln, Massachusetts. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 6 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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