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Find Retirement Advisors for Retirement Planning in Wakefield, Massachusetts

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. 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 25, 2025

Wakefield 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 35 years of experience.

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List of Qualified Retirement Planning Advisors in Wakefield, Massachusetts

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Sequoia Financial Group

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Address

80 Blanchard Road, Suite 201,
Burlington, MA 01803 See Details

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

Find An Advisor

VERIFIED

Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

80 William Street,
Suite 260,
Wellesley, MA 02481 See Details

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

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

720 University Avenue,
Suite 230,
Norwood, MA 02062 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Jordan Cohne
RICP^®
Clarity Wealth Advisors

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

Minimum Assets Required
Not Specified

Address

448 Turnpike Street,
Suite 1-G-A,
South Easton, MA 02375 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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Top 4 Retirement Planning firms in Wakefield, Massachusetts (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	100 Quannapowitt Pkwy, Suite 300 Wakefield, MA, 01880	$9,011,646,599	2794	54	A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS)
2	100 Quannapowitt Pkwy, Suite 205 Wakefield, MA, 01880	$5,637,000,000	19491	27	A percentage of AUM
3	301 Edgewater Place, Suite 400 Wakefield, MA, 01880	$421,286,262	666	7	A percentage of AUM, Hourly charges, Fixed fees
4	301 Edgewater Place,, Suite 425 Wakefield, MA, 01880	$297,918,744	10	21	A percentage of AUM, Fixed fees, Performance Based

Information on Top Retirement Planning firms in Wakefield, Massachusetts

SENTINEL PENSION ADVISORS INC

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QualificationsFirm CRD# 109901

Assets Under Management $9,011,646,599

No. Of Clients2794

Clients Per Financial Advisor52

SENTINEL PENSION ADVISORS INC is a financial advisory firm situated in Wakefield, Massachusetts. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2794 clients. The team consists of 54 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS)

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
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS)

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VESTMARK ADVISORY SOLUTIONS, INC.

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QualificationsFirm CRD# 221518

Assets Under Management $5,637,000,000

No. Of Clients19491

Clients Per Financial Advisor722

VESTMARK ADVISORY SOLUTIONS, INC. is a financial advisory firm situated in Wakefield, Massachusetts. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19491 clients. The team consists of 27 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 and/or small businesses

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FLAGSHIP WEALTH ADVISORS, LLC.

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QualificationsFirm CRD# 131962

Assets Under Management $421,286,262

No. Of Clients666

Clients Per Financial Advisor95

FLAGSHIP WEALTH ADVISORS, LLC. is a financial advisory firm situated in Wakefield, Massachusetts. With a nearly $421M assets under management, the firm specializes in crafting personalized retirement planning solutions for 666 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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424 CAPITAL, LLC

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QualificationsFirm CRD# 167462

Assets Under Management $297,918,744

No. Of Clients10

Clients Per Financial Advisor0

424 CAPITAL, LLC is a financial advisory firm situated in Wakefield, Massachusetts. With a nearly $298M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 21 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 vehicles

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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