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

Last Updated - March 12, 2024

Newton has 5 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 25 years of experience.

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List of Qualified Retirement Planning Advisors in Newton, Massachusetts

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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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
RWA WEALTH PARTNERS
85 Wells Avenue, Suite 109
Newton, MA, 2459
$14,717,593,97120276186
A Percentage of AUM, Hourly charges, Other (MODEL PROVIDER FEE)
2
ASCENSUS INVESTMENT ADVISORS, LLC
95 Wells Avenue, Suite 160
Newton, MA, 2459
$8,481,660,9902746
A Percentage of AUM, Other (PERCENTAGE OF QUALIFIED TUITION/SFRP PROGRAM MANAGEMENT FEE)
3
GROVESTREET
2221 Washington Street, Building 1, Suite 201
Newton, MA, 2462
$6,952,232,3364437
Fixed Fees, Performance Based, Other (A PERCENTAGE OF COMMITTED CAPITAL;A PERCENTAGE OF REMAINING COST)
4
PROFICIO CAPITAL PARTNERS LLC
300 Washington Street Ste 951, One Gateway Center
Newton, MA, 02458-1655
$3,310,160,57591316
A Percentage of AUM, Fixed Fees, Performance Based
5
REDWOOD INVESTMENTS, LLC
One Gateway Center, Suite 802, Suite 802
Newton, MA, 2458
$1,364,086,05723214
A Percentage of AUM
6
TREMONT REALTY CAPITAL LLC
255 Washington Street, Suite 300
Newton, MA, 02458-1634
$775,275,594234
Performance Based, Other (A PERCENTAGE OF THE EQUITY OF A CLIENT)
7
CASTANEA PARTNERS INC.
Three Newton Executive Park Ste 304,
Newton, MA, 2462
$715,000,00068
A Percentage of AUM, Other (CARRIED INTEREST)
8
FINANCIAL PLANNING SOLUTIONS, LLC
134 Rumford Ave, Suite 203
Newton, MA, 2466
$258,379,73911295
A Percentage of AUM, Hourly charges, Fixed Fees
9
BARCA CAPITAL, LLC
275 Grove Street, Suite 2-400
Newton, MA, 2466
$204,518,52023
A Percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Newton, Massachusetts

QualificationsFirm CRD# 156984

Assets Under Management $14,717,593,971

No. Of Clients20276

Clients Per Financial Advisor109

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 20276 clients. The team consists of 186 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
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QualificationsFirm CRD# 120632

Assets Under Management $8,481,660,990

No. Of Clients27

Clients Per Financial Advisor1

ASCENSUS INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Newton, Massachusetts. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 46 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (PERCENTAGE OF QUALIFIED TUITION/SFRP PROGRAM MANAGEMENT FEE)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Pension Consulting Services
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QualificationsFirm CRD# 111497

Assets Under Management $6,952,232,336

No. Of Clients44

Clients Per Financial Advisor1

GROVESTREET is a financial advisory firm situated in Newton, Massachusetts. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 44 clients. The team consists of 37 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
  • Selection of Other Advisors
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QualificationsFirm CRD# 269931

Assets Under Management $3,310,160,575

No. Of Clients913

Clients Per Financial Advisor57

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 913 clients. The team consists of 16 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 133028

Assets Under Management $1,364,086,057

No. Of Clients232

Clients Per Financial Advisor17

REDWOOD INVESTMENTS, LLC is a financial advisory firm situated in Newton, Massachusetts. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 232 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
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QualificationsFirm CRD# 283569

Assets Under Management $775,275,594

No. Of Clients2

Clients Per Financial Advisor0

TREMONT REALTY CAPITAL LLC is a financial advisory firm situated in Newton, Massachusetts. With a nearly $775M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 34 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
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QualificationsFirm CRD# 160229

Assets Under Management $715,000,000

No. Of Clients6

Clients Per Financial Advisor1

CASTANEA PARTNERS INC. is a financial advisory firm situated in Newton, Massachusetts. With a nearly $715M 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
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QualificationsFirm CRD# 168211

Assets Under Management $258,379,739

No. Of Clients1129

Clients Per Financial Advisor226

FINANCIAL PLANNING SOLUTIONS, LLC is a financial advisory firm situated in Newton, Massachusetts. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1129 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

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

QualificationsFirm CRD# 263786

Assets Under Management $204,518,520

No. Of Clients2

Clients Per Financial Advisor1

BARCA CAPITAL, LLC is a financial advisory firm situated in Newton, Massachusetts. With a nearly $205M 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
View Full Profile

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