FLAGSHIP WEALTH ADVISORS, LLC.

301 Edgewater Place
Suite 400
Wakefield, Massachusetts 01880
Tel: 800-631-9997

About FLAGSHIP WEALTH ADVISORS, LLC.

FLAGSHIP WEALTH ADVISORS, LLC, formally registered with the SEC as FLAGSHIP WEALTH ADVISORS, LLC. The firm was established in 11/02/2017. They have over 2 offices throughout the country.

FLAGSHIP WEALTH ADVISORS, LLC. is a Wakefield, Massachusetts based Financial Planning firm with nearly $421,286,262 assets under management, offering retirement planning & investment advisory services to 666 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131962
SEC#	801-112001
Assets Managed by Firm	$421,286,262
No. of Clients	666
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	666	$421,286,262
Individuals (other than high net worth individuals)	229	$46,167,065
High net worth individuals	205	$370,714,287
Pension and profit sharing plans	Fewer than 5 clients	$4,404,910

More Retirement Planning firms in Wakefield, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

Explore More Retirement Advisors in Wakefield, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.