National Retirement Planning Experts

National Coverage
Local Professionals

FINER WEALTH MANAGEMENT, INC.

530 Loring Avenue
Suite 302
Salem, Massachusetts 1970
Tel: 978-740-1011

Need a Financial Advisor?
Compare Vetted Advisors

About FINER WEALTH MANAGEMENT, INC.

FINER WEALTH MANAGEMENT, INC, formally registered with the SEC as FINER WEALTH MANAGEMENT, INC. The firm was established in 07/20/2021. They have over 4 offices throughout the country.

FINER WEALTH MANAGEMENT, INC. is a Salem, Massachusetts based Financial Planning firm with nearly $166,301,535 assets under management, offering retirement planning & investment advisory services to 572 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#129987
SEC# 801-121773
Assets Managed by Firm $166,301,535
No. of Clients 572
No. of Advisors 9

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total572$166,301,535
Individuals (other than high net worth individuals)194$53,748,847
High net worth individuals45$100,763,014
Charitable organizations5$3,221,404
Corporations or other businesses18$8,568,270
Inquire with FINER WEALTH MANAGEMENT, INC.

More Retirement Planning firms in Salem, Massachusetts:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
245 Summer Street
Boston, MA, 2210
$3,148,421,739,247233331108
WELLINGTON MANAGEMENT COMPANY LLP
280 Congress Street
Boston, MA, 2210
$1,204,691,064,45913382139
SSGA FUNDS MANAGEMENT, INC.
1 Iron Street
Boston, MA, 2210
$841,529,842,790247250
GEODE CAPITAL MANAGEMENT, LLC
100 Summer Street, 12th Floor
Boston, MA, 2110
$803,470,618,544174156
STRATEGIC ADVISERS LLC
245 Summer Street
Boston, MA, 2210
$659,550,224,9821712300219

Explore More Retirement Advisors in Salem, Massachusetts