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

Last Updated - March 12, 2024

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.

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List of Qualified Retirement Planning Advisors in Needham, Massachusetts

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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

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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

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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

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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

Qualifications
CRD# 7556128
Firm CRD# 172011

Minimum Assets Required
$50,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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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

Top 12 Retirement Planning firms in Needham, Massachusetts (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
BEAUMONT FINANCIAL PARTNERS
250 1st Avenue, Suite 101,
Needham, MA, 2494
$2,726,496,078392025
A Percentage of AUM, Hourly charges, Fixed Fees
2
PINNACLE PENSION CONSULTANTS LLC
1492 Highland Ave., Suite 9
Needham, MA, 2492
$1,286,968,192713
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
$1,019,991,578338625
A Percentage of AUM, Fixed Fees
4
STAGE HARBOR FINANCIAL
197 First Avenue, Suite 220
Needham, MA, 2494
$775,229,13511417
A Percentage of AUM, Fixed Fees
5
CENTERPOINT ADVISORS, LLC
175 Highland Avenue, Suite 302
Needham, MA, 2494
$520,208,28594912
A Percentage of AUM, Hourly charges, Performance Based
6
FSA WEALTH MANAGEMENT, LLC
144 Gould Street, Suite 120
Needham, MA, 2494
$385,000,0008505
A Percentage of AUM, Fixed Fees
7
GOODMAN ADVISORY GROUP, LLC
197 First Avenue, Suite 130
Needham, MA, 2494
$259,120,0287476
A Percentage of AUM, Hourly charges, Fixed Fees
8
DARROW WEALTH MANAGEMENT
200 Reservoir Street, Suite 303
Needham, MA, 2494
$203,637,4753915
A Percentage of AUM, Fixed Fees
9
COMMONS CAPITAL, LLC
254 Second Avenue, Suite 130
Needham, MA, 2494
$154,989,8594854
A Percentage of AUM, Fixed Fees
10
FORNESS FINANCIAL LLC
105 Chestnut Street, Suite 37
Needham, MA, 2492
$150,669,2867133
A Percentage of AUM
11
TRAUB CAPITAL MANAGEMENT
97 Chapel St, Suite 7
Needham, MA, 02492-2680
$136,892,4031133
A Percentage of AUM, Hourly charges
12
CHARLES CARROLL FINANCIAL PARTNERS, LLC
1329 Highland Avenue,
Needham, MA, 2492
$99,204,9391112
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Needham, Massachusetts

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.

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# 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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (% OF ASSETS UNDER CONSULTATION)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • 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# 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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

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

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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