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Find Retirement Advisors for Retirement Planning in Waltham, 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 Waltham, Massachusetts

Last Updated - June 12, 2024

Waltham has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 20 non-vetted advisors in your local area. These retirement advisors in Waltham, Massachusetts have an average of 33 years of experience.

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List of Qualified Retirement Planning Advisors in Waltham, Massachusetts

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Allworth 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

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Savant 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

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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

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

advisor-photo

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Jordan 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

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Ronald 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

Top 15 Retirement Planning firms in Waltham, Massachusetts (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
COMMONWEALTH FINANCIAL NETWORK
29 Sawyer Road,
Waltham, MA, 02453-3483
$146,387,007,8625856294300
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
2
BALLENTINE PARTNERS
230 3rd Avenue, Suite 6
Waltham, MA, 2451
$9,287,163,956576489
A Percentage of AUM, Hourly charges, Fixed Fees, Other (PROJECT FEES)
3
MATRIX CAPITAL MANAGEMENT COMPANY, LP
1000 Winter Street, Suite 4500- Bay Colony Corporate Center
Waltham, MA, 2451
$7,609,566,214430
A Percentage of AUM, Performance Based
4
INTEGRATED WEALTH CONCEPTS LLC
200 5th Avenue, 4th Floor
Waltham, MA, 2451
$7,465,967,80017089178
A Percentage of AUM, Hourly charges, Fixed Fees
5
WEBSTER EQUITY PARTNERS, L.P.
1000 Winter Street,
Waltham, MA, 2451
$7,035,475,5641634
A Percentage of AUM, Performance Based
6
POLEN CAPITAL CREDIT, LLC
1075 Main Street, Suite 320
Waltham, MA, 2451
$6,868,442,3564643
A Percentage of AUM, Fixed Fees, Performance Based, Other (PERFORMANCE BASED ALLOCATIONS TO AN AFFILIATED ENTITY)
7
AGILIS PARTNERS LLC
130 Turner St., Suite 510
Waltham, MA, 2453
$6,505,000,0007144
A Percentage of AUM, Hourly charges, Fixed Fees
8
GRANAHAN INVESTMENT MANAGEMENT LLC
404 Wyman Street, Suite 460,
Waltham, MA, 2451
$3,326,814,1709819
A Percentage of AUM, Performance Based
9
WINDROSE ADVISORS LLC
Watermill Center, 800 South Street, Suite 600
Waltham, MA, 2453
$2,368,437,75413720
A Percentage of AUM, Performance Based
10
OLD IRONSIDES ENERGY, LLC
500 Totten Pond Road, Suite 630
Waltham, MA, 2451
$1,974,966,448619
A Percentage of AUM, Performance Based
11
FOSTER DYKEMA CABOT & PARTNERS, LLC
1075 Main Street Suite 200,
Waltham, MA, 2451
$1,546,147,05170518
A Percentage of AUM, Fixed Fees
12
O'BRIEN WEALTH PARTNERS LLC
51 Sawyer Road, Suite 600
Waltham, MA, 2453
$833,898,354191415
A Percentage of AUM, Hourly charges
13
PROSPECT HILL GROWTH PARTNERS, L.P.
500 Totten Pond Rd. Fl. 6,
Waltham, MA, 2451
$817,024,014614
A Percentage of AUM, Performance Based
14
SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC
203 Crescent Street, Suite 404
Waltham, MA, 2453
$705,384,619173118
A Percentage of AUM, Hourly charges, Fixed Fees
15
MONTIS FINANCIAL, LLC
230 Third Avenue, Third Floor
Waltham, MA, 2451
$621,000,000119113
A Percentage of AUM, Hourly charges, Other (RETAINERS)

Information on Top Retirement Planning firms in Waltham, Massachusetts

QualificationsFirm CRD# 8032

Assets Under Management $146,387,007,862

No. Of Clients585629

Clients Per Financial Advisor136

COMMONWEALTH FINANCIAL NETWORK is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $146B assets under management, the firm specializes in crafting personalized retirement planning solutions for 585629 clients. The team consists of 4300 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 152802

Assets Under Management $9,287,163,956

No. Of Clients5764

Clients Per Financial Advisor65

BALLENTINE PARTNERS is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5764 clients. The team consists of 89 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 (PROJECT FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 160066

Assets Under Management $7,609,566,214

No. Of Clients4

Clients Per Financial Advisor0

MATRIX CAPITAL MANAGEMENT COMPANY, LP is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 284656

Assets Under Management $7,465,967,800

No. Of Clients17089

Clients Per Financial Advisor96

INTEGRATED WEALTH CONCEPTS LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17089 clients. The team consists of 178 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 156729

Assets Under Management $7,035,475,564

No. Of Clients16

Clients Per Financial Advisor0

WEBSTER EQUITY PARTNERS, L.P. is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 108468

Assets Under Management $6,868,442,356

No. Of Clients46

Clients Per Financial Advisor1

POLEN CAPITAL CREDIT, LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 46 clients. The team consists of 43 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based
  • Other (PERFORMANCE BASED ALLOCATIONS TO AN AFFILIATED ENTITY)

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 126765

Assets Under Management $6,505,000,000

No. Of Clients71

Clients Per Financial Advisor2

AGILIS PARTNERS LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 71 clients. The team consists of 44 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

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 107745

Assets Under Management $3,326,814,170

No. Of Clients98

Clients Per Financial Advisor5

GRANAHAN INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 98 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 152145

Assets Under Management $2,368,437,754

No. Of Clients137

Clients Per Financial Advisor7

WINDROSE ADVISORS LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 137 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 168670

Assets Under Management $1,974,966,448

No. Of Clients6

Clients Per Financial Advisor0

OLD IRONSIDES ENERGY, LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 300282

Assets Under Management $1,546,147,051

No. Of Clients705

Clients Per Financial Advisor39

FOSTER DYKEMA CABOT & PARTNERS, LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 705 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 105336

Assets Under Management $833,898,354

No. Of Clients1914

Clients Per Financial Advisor128

O'BRIEN WEALTH PARTNERS LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $834M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1914 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 171462

Assets Under Management $817,024,014

No. Of Clients6

Clients Per Financial Advisor0

PROSPECT HILL GROWTH PARTNERS, L.P. is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $817M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 120766

Assets Under Management $705,384,619

No. Of Clients1731

Clients Per Financial Advisor96

SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $705M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1731 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 163986

Assets Under Management $621,000,000

No. Of Clients1191

Clients Per Financial Advisor92

MONTIS FINANCIAL, LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $621M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1191 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Other (RETAINERS)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

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