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.
Local has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Local, have an average of 29 years of experience.
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
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
Allworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
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
Qualifications
CRD# 7556128
Firm CRD# 172011
Minimum Assets Required
$50,000
Not Specified.
Not Specified
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | HITE HEDGE ASSET MANAGEMENT LLC 300 Crown Colony Drive, Suite 108 Quincy, MA, 2169 | $2,315,720,202 | 4 | 15 | A Percentage of AUM, Performance Based |
2 | PRW WEALTH MANAGEMENT LLC 1 Pine Hill Drive, Suite 502 Quincy, MA, 2169 | $511,531,923 | 648 | 13 | A Percentage of AUM, Fixed Fees |
3 | FERNWOOD INVESTMENT MANAGEMENT, LLC 400 Crown Colony Drive, Suite 101 Quincy, MA, 2169 | $398,557,410 | 878 | 7 | A Percentage of AUM, Performance Based |
4 | HELLMAN JORDAN MANAGEMENT CO INC Attn: Sue Lynch, 21 Mcgrath Highway Suite 204 Quincy, MA, 2169 | $90,176,000 | 16 | 7 | A Percentage of AUM, Other (FAMILY CLIENTS MAY BILLED FOR ADDITIONAL SERVICES) |
QualificationsFirm CRD# 160173
Assets Under Management $2,315,720,202
No. Of Clients4
Clients Per Financial Advisor0
HITE HEDGE ASSET MANAGEMENT LLC is a financial advisory firm situated in Quincy, Massachusetts. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 284669
Assets Under Management $511,531,923
No. Of Clients648
Clients Per Financial Advisor50
PRW WEALTH MANAGEMENT LLC is a financial advisory firm situated in Quincy, Massachusetts. With a nearly $512M assets under management, the firm specializes in crafting personalized retirement planning solutions for 648 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 126144
Assets Under Management $398,557,410
No. Of Clients878
Clients Per Financial Advisor125
FERNWOOD INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Quincy, Massachusetts. With a nearly $399M assets under management, the firm specializes in crafting personalized retirement planning solutions for 878 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106099
Assets Under Management $90,176,000
No. Of Clients16
Clients Per Financial Advisor2
HELLMAN JORDAN MANAGEMENT CO INC is a financial advisory firm situated in Quincy, Massachusetts. With a nearly $90M assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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