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.
Needham has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Needham, Massachusetts have an average of 25 years of experience.
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
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
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
Allworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Qualifications
CRD# 7556128
Firm CRD# 172011
Minimum Assets Required
$50,000
Not Specified.
Not Specified
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
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | BEAUMONT FINANCIAL PARTNERS 250 1st Avenue, Suite 101, Needham, MA, 2494 | $2,726,496,078 | 3920 | 25 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | PINNACLE PENSION CONSULTANTS LLC 1492 Highland Ave., Suite 9 Needham, MA, 2492 | $1,286,968,192 | 71 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (% OF ASSETS UNDER CONSULTATION) |
3 | ARMSTRONG ADVISORY GROUP INC. 144 Gould Street, Suite 210 Needham, MA, 2494 | $1,019,991,578 | 3386 | 25 | A Percentage of AUM, Fixed Fees |
4 | STAGE HARBOR FINANCIAL 197 First Avenue, Suite 220 Needham, MA, 2494 | $775,229,135 | 1141 | 7 | A Percentage of AUM, Fixed Fees |
5 | CENTERPOINT ADVISORS, LLC 175 Highland Avenue, Suite 302 Needham, MA, 2494 | $520,208,285 | 949 | 12 | A Percentage of AUM, Hourly charges, Performance Based |
6 | FSA WEALTH MANAGEMENT, LLC 144 Gould Street, Suite 120 Needham, MA, 2494 | $385,000,000 | 850 | 5 | A Percentage of AUM, Fixed Fees |
7 | GOODMAN ADVISORY GROUP, LLC 197 First Avenue, Suite 130 Needham, MA, 2494 | $259,120,028 | 747 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | DARROW WEALTH MANAGEMENT 200 Reservoir Street, Suite 303 Needham, MA, 2494 | $203,637,475 | 391 | 5 | A Percentage of AUM, Fixed Fees |
9 | COMMONS CAPITAL, LLC 254 Second Avenue, Suite 130 Needham, MA, 2494 | $154,989,859 | 485 | 4 | A Percentage of AUM, Fixed Fees |
10 | FORNESS FINANCIAL LLC 105 Chestnut Street, Suite 37 Needham, MA, 2492 | $150,669,286 | 713 | 3 | A Percentage of AUM |
11 | TRAUB CAPITAL MANAGEMENT 97 Chapel St, Suite 7 Needham, MA, 02492-2680 | $136,892,403 | 113 | 3 | A Percentage of AUM, Hourly charges |
12 | CHARLES CARROLL FINANCIAL PARTNERS, LLC 1329 Highland Avenue, Needham, MA, 2492 | $99,204,939 | 111 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 322925
Assets Under Management $2,726,496,078
No. Of Clients3920
Clients Per Financial Advisor157
BEAUMONT FINANCIAL PARTNERS is a financial advisory firm situated in Needham, Massachusetts. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3920 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 133442
Assets Under Management $1,286,968,192
No. Of Clients71
Clients Per Financial Advisor24
PINNACLE PENSION CONSULTANTS LLC is a financial advisory firm situated in Needham, Massachusetts. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 71 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 318662
Assets Under Management $1,019,991,578
No. Of Clients3386
Clients Per Financial Advisor135
ARMSTRONG ADVISORY GROUP INC. is a financial advisory firm situated in Needham, Massachusetts. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3386 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 289725
Assets Under Management $775,229,135
No. Of Clients1141
Clients Per Financial Advisor163
STAGE HARBOR FINANCIAL is a financial advisory firm situated in Needham, Massachusetts. With a nearly $775M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1141 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 156698
Assets Under Management $520,208,285
No. Of Clients949
Clients Per Financial Advisor79
CENTERPOINT ADVISORS, LLC is a financial advisory firm situated in Needham, Massachusetts. With a nearly $520M assets under management, the firm specializes in crafting personalized retirement planning solutions for 949 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 288525
Assets Under Management $385,000,000
No. Of Clients850
Clients Per Financial Advisor170
FSA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Needham, Massachusetts. With a nearly $385M assets under management, the firm specializes in crafting personalized retirement planning solutions for 850 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 285637
Assets Under Management $259,120,028
No. Of Clients747
Clients Per Financial Advisor125
GOODMAN ADVISORY GROUP, LLC is a financial advisory firm situated in Needham, Massachusetts. With a nearly $259M assets under management, the firm specializes in crafting personalized retirement planning solutions for 747 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105679
Assets Under Management $203,637,475
No. Of Clients391
Clients Per Financial Advisor78
DARROW WEALTH MANAGEMENT is a financial advisory firm situated in Needham, Massachusetts. With a nearly $204M assets under management, the firm specializes in crafting personalized retirement planning solutions for 391 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 165738
Assets Under Management $154,989,859
No. Of Clients485
Clients Per Financial Advisor121
COMMONS CAPITAL, LLC is a financial advisory firm situated in Needham, Massachusetts. With a nearly $155M assets under management, the firm specializes in crafting personalized retirement planning solutions for 485 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 172473
Assets Under Management $150,669,286
No. Of Clients713
Clients Per Financial Advisor238
FORNESS FINANCIAL LLC is a financial advisory firm situated in Needham, Massachusetts. With a nearly $151M assets under management, the firm specializes in crafting personalized retirement planning solutions for 713 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 136851
Assets Under Management $136,892,403
No. Of Clients113
Clients Per Financial Advisor38
TRAUB CAPITAL MANAGEMENT is a financial advisory firm situated in Needham, Massachusetts. With a nearly $137M assets under management, the firm specializes in crafting personalized retirement planning solutions for 113 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 147960
Assets Under Management $99,204,939
No. Of Clients111
Clients Per Financial Advisor56
CHARLES CARROLL FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Needham, Massachusetts. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 111 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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