Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Wakefield, 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 Wakefield, Massachusetts
Last Updated - April 12, 2024Wakefield has 6 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 Wakefield, Massachusetts have an average of 28 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Wakefield, Massachusetts
VERIFIEDAllworth 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
VERIFIEDJonathan 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
VERIFIEDSavant 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
VERIFIEDJordan Cohne
RICP®
Prudential
Qualifications
CRD# 4763296
Firm CRD# 5685
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDAaron A Milne
CFP®, EA
MAERCO Financial
Qualifications
CRD# 5692927
Firm CRD# 139627
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDRonald Newton
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 1276178
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in Wakefield, Massachusetts (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | SENTINEL PENSION ADVISORS INC 100 Quannapowitt Pkwy, Suite 300 Wakefield, MA, 1880 | $8,344,044,970 | 2546 | 51 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | VESTMARK ADVISORY SOLUTIONS, INC. 100 Quannapowitt Pkwy, Suite 205 Wakefield, MA, 1880 | $3,492,429,365 | 11993 | 18 | A Percentage of AUM |
| 3 | FLAGSHIP WEALTH ADVISORS, LLC. 301 Edgewater Place, Suite 400 Wakefield, MA, 1880 | $288,736,700 | 584 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | 424 CAPITAL, LLC 301 Edgewater Place,, Suite 425 Wakefield, MA, 1880 | $207,146,868 | 10 | 18 | A Percentage of AUM, Fixed Fees, Performance Based |
Information on Top Retirement Planning firms in Wakefield, Massachusetts
QualificationsFirm CRD# 109901
Assets Under Management $8,344,044,970
No. Of Clients2546
Clients Per Financial Advisor50
SENTINEL PENSION ADVISORS INC is a financial advisory firm situated in Wakefield, Massachusetts. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2546 clients. The team consists of 51 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 221518
Assets Under Management $3,492,429,365
No. Of Clients11993
Clients Per Financial Advisor666
VESTMARK ADVISORY SOLUTIONS, INC. is a financial advisory firm situated in Wakefield, Massachusetts. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11993 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
Financial Planning Services
- Portfolio Management for Business
QualificationsFirm CRD# 131962
Assets Under Management $288,736,700
No. Of Clients584
Clients Per Financial Advisor83
FLAGSHIP WEALTH ADVISORS, LLC. is a financial advisory firm situated in Wakefield, Massachusetts. With a nearly $289M assets under management, the firm specializes in crafting personalized retirement planning solutions for 584 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
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 167462
Assets Under Management $207,146,868
No. Of Clients10
Clients Per Financial Advisor1
424 CAPITAL, LLC is a financial advisory firm situated in Wakefield, Massachusetts. With a nearly $207M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 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 pooled Investment
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Amesbury, Massachusetts
- Retirement Planners in Attleboro, Massachusetts
- Retirement Planners in Holliston, Massachusetts
- Retirement Planners in Lynnfield, Massachusetts
- Retirement Planners in Needham Heights, Massachusetts
- Retirement Planners in Westford, Massachusetts
- Retirement Planners in Worcester, Massachusetts
Looking for more choices? Use our free match service to compare retirement planners serving your area.