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Find Retirement Advisors for Retirement Planning in Plymouth, 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 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.

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Finding the Best Retirement Planners in Plymouth, Massachusetts

Last Updated - April 25, 2025

Plymouth has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Plymouth, Massachusetts have an average of 35 years of experience.

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List of Qualified Retirement Planning Advisors in Plymouth, Massachusetts

advisor
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Jordan Cohne
RICP®
Clarity Wealth Advisors

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

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

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

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Top 3 Retirement Planning firms in Plymouth, Massachusetts (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

225 Water St, Suite C210
Plymouth, MA, 02360
$1,097,350,737575849
A percentage of AUM, Hourly charges, Other (SELECTION OF OTHER ADVISERS FEES)
2

225 Water Street, Suite A-125
Plymouth, MA, 02360
$498,903,9291620
A percentage of AUM, Performance Based
3

36 Cordage Park Circle, Suite 217
Plymouth, MA, 02360
$181,420,5555306
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Plymouth, Massachusetts

QualificationsFirm CRD# 174697

Assets Under Management $1,097,350,737

No. Of Clients5758

Clients Per Financial Advisor118

SHP WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Plymouth, Massachusetts. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5758 clients. The team consists of 49 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Other (SELECTION OF OTHER ADVISERS FEES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 291898

Assets Under Management $498,903,929

No. Of Clients16

Clients Per Financial Advisor1

LINCHRIS CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Plymouth, Massachusetts. With a nearly $499M assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 20 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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QualificationsFirm CRD# 119262

Assets Under Management $181,420,555

No. Of Clients530

Clients Per Financial Advisor88

1620 INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Plymouth, Massachusetts. With a nearly $181M assets under management, the firm specializes in crafting personalized retirement planning solutions for 530 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

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