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Find Retirement Advisors for Retirement Planning in Newton, Massachusetts

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

Finding the Best Retirement Planners in Newton, Massachusetts

Last Updated - April 25, 2025

Newton has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Newton, Massachusetts have an average of 35 years of experience.

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List of Qualified Retirement Planning Advisors in Newton, Massachusetts

VERIFIED

Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

80 William Street,
Suite 260,
Wellesley, MA 02481 See Details

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Sequoia Financial Group

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Address

80 Blanchard Road, Suite 201,
Burlington, MA 01803 See Details

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

720 University Avenue,
Suite 230,
Norwood, MA 02062 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Jordan Cohne
RICP^®
Clarity Wealth Advisors

Qualifications
CRD# 4763296
Firm CRD# 8733
Series 7, 66

Minimum Assets Required
Not Specified

Address

448 Turnpike Street,
Suite 1-G-A,
South Easton, MA 02375 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor

Top 9 Retirement Planning firms in Newton, Massachusetts (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	85 Wells Avenue, Suite 109 Newton, MA, 02459	$15,423,271,608	19495	189	A percentage of AUM, Hourly charges, Other (MODEL PROVIDER FEE)
2	95 Wells Avenue, Suite 160 Newton, MA, 02459	$9,878,077,323	10	47	A percentage of AUM, Other (PERCENTAGE OF PROGRAM MANAGEMENT FEE AND PERCENTAGE OF AUA)
3	2221 Washington Street, Building 1, Suite 201 Newton, MA, 02462	$6,484,561,795	46	36	Fixed fees, Performance Based, Other (A PERCENTAGE OF COMMITTED CAPITAL;A PERCENTAGE OF REMAINING COST)
4	300 Washington Street Ste 951, One Gateway Center Newton, MA, 02458-1655	$2,974,544,510	1194	18	A percentage of AUM, Fixed fees, Performance Based
5	255 Washington Street, Suite 300 Newton, MA, 02458-1634	$751,604,093	3	32	Performance Based, Other (A PERCENTAGE OF THE EQUITY OF A CLIENT)
6	Three Newton Executive Park Ste 304, Newton, MA, 02462	$423,000,000	6	8	A percentage of AUM, Other (CARRIED INTEREST)
7	275 Grove Street, Suite 2-400 Newton, MA, 02466	$287,309,048	2	3	A percentage of AUM, Performance Based
8	134 Rumford Ave, Suite 203 Newton, MA, 02466	$283,642,698	1174	7	A percentage of AUM, Hourly charges, Fixed fees
9	580 Washington St., Suite C Newton, MA, 02458	$227,828,637	3	4	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Newton, Massachusetts

RWA WEALTH PARTNERS

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QualificationsFirm CRD# 156984

Assets Under Management $15,423,271,608

No. Of Clients19495

Clients Per Financial Advisor103

RWA WEALTH PARTNERS is a financial advisory firm situated in Newton, Massachusetts. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19495 clients. The team consists of 189 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Other (MODEL PROVIDER FEE)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (ESTATE PLANNING, TAX RETURN PREPARATION & FILING; MODEL PROVIDER)

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ASCENSUS INVESTMENT ADVISORS, LLC

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QualificationsFirm CRD# 120632

Assets Under Management $9,878,077,323

No. Of Clients10

Clients Per Financial Advisor0

ASCENSUS INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Newton, Massachusetts. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 47 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Other (PERCENTAGE OF PROGRAM MANAGEMENT FEE AND PERCENTAGE OF AUA)

Financial Planning Services

Portfolio management for pooled investment vehicles
Pesnsion consulting services
Other (PORTFOLIO MGMT/OVERSIGHT INCL REVIEW OF ALLOCATIONS & SELECTION OF UNDERLYING SECURITIES FOR QUAL TUITION 529/529A & SFRP PLANS)

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GROVESTREET

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QualificationsFirm CRD# 111497

Assets Under Management $6,484,561,795

No. Of Clients46

Clients Per Financial Advisor1

GROVESTREET is a financial advisory firm situated in Newton, Massachusetts. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 46 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Fixed fees
Performance Based
Other (A PERCENTAGE OF COMMITTED CAPITAL;A PERCENTAGE OF REMAINING COST)

Financial Planning Services

Portfolio management for pooled investment vehicles
Selection for other advisors

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PROFICIO CAPITAL PARTNERS LLC

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QualificationsFirm CRD# 269931

Assets Under Management $2,974,544,510

No. Of Clients1194

Clients Per Financial Advisor66

PROFICIO CAPITAL PARTNERS LLC is a financial advisory firm situated in Newton, Massachusetts. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1194 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

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TREMONT REALTY CAPITAL LLC

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QualificationsFirm CRD# 283569

Assets Under Management $751,604,093

No. Of Clients3

Clients Per Financial Advisor0

TREMONT REALTY CAPITAL LLC is a financial advisory firm situated in Newton, Massachusetts. With a nearly $752M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Performance Based
Other (A PERCENTAGE OF THE EQUITY OF A CLIENT)

Financial Planning Services

Portfolio management for pooled investment vehicles

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CASTANEA PARTNERS INC.

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QualificationsFirm CRD# 160229

Assets Under Management $423,000,000

No. Of Clients6

Clients Per Financial Advisor1

CASTANEA PARTNERS INC. is a financial advisory firm situated in Newton, Massachusetts. With a nearly $423M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
Other (CARRIED INTEREST)

Financial Planning Services

Portfolio management for pooled investment vehicles

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BARCA CAPITAL, LLC

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QualificationsFirm CRD# 263786

Assets Under Management $287,309,048

No. Of Clients2

Clients Per Financial Advisor1

BARCA CAPITAL, LLC is a financial advisory firm situated in Newton, Massachusetts. With a nearly $287M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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FINANCIAL PLANNING SOLUTIONS, LLC

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QualificationsFirm CRD# 168211

Assets Under Management $283,642,698

No. Of Clients1174

Clients Per Financial Advisor168

FINANCIAL PLANNING SOLUTIONS, LLC is a financial advisory firm situated in Newton, Massachusetts. With a nearly $284M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1174 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

View Full Profile

SEMANTEON CAPITAL MANAGEMENT, LP

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QualificationsFirm CRD# 289196

Assets Under Management $227,828,637

No. Of Clients3

Clients Per Financial Advisor1

SEMANTEON CAPITAL MANAGEMENT, LP is a financial advisory firm situated in Newton, Massachusetts. With a nearly $228M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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