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Find Retirement Advisors for Retirement Planning in West Newton, 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 West Newton, Massachusetts

Last Updated - May 18, 2026

West Newton has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in West Newton, Massachusetts have an average of 31 years of experience.

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List of Qualified Retirement Planning Advisors in West Newton, Massachusetts

VERIFIED

Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

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

Michael Whitney
CFA^®
Waverly Advisors

Qualifications
CRD# 2970097
Firm CRD# 115332

Minimum Assets Required
Not Specified

Address

211 Congress St,
Suite 901,
Boston, MA 02110 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, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Claro Advisors

Qualifications
Firm CRD# 160294
Series 7, 66

Minimum Assets Required
$0

Address

100 High Street,
Suite 950,
Boston, MA 02110 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

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

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Adam Wojtkowski
CFP^®, CPWA^®, CIMA^®
Copper Beech Wealth Management

Qualifications
CRD# 4803455
Firm CRD# 321059
Series 63, 66

Minimum Assets Required
$250,000

Address

20 Cabot Boulevard,
Suite 300,
Mansfield, MA 02048 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Jordan Cohne
RICP^®, TPCP®
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

Find An Advisor

Top 3 Retirement Planning firms in West Newton, Massachusetts (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	15 Spencer Street, West Newton, MA, 02465	$363,101,916	115	15	A percentage of AUM, Fixed fees
2	432 Cherry Street, West Newton, MA, 02465	$166,132,360	7	12	Performance Based, Other (PERCENTAGE OF RETURNED CAPITAL)
3	19 Randlett Park, West Newton, MA, 02465	$120,909,077	175	3	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in West Newton, Massachusetts

CAPSHIFT ADVISORS

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QualificationsFirm CRD# 309860

Assets Under Management $363,101,916

No. Of Clients115

Clients Per Financial Advisor8

CAPSHIFT ADVISORS is a financial advisory firm situated in West Newton, Massachusetts. With a nearly $363M assets under management, the firm specializes in crafting personalized retirement planning solutions for 115 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
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

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EASTWARD CAPITAL PARTNERS, LLC

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QualificationsFirm CRD# 161422

Assets Under Management $166,132,360

No. Of Clients7

Clients Per Financial Advisor1

EASTWARD CAPITAL PARTNERS, LLC is a financial advisory firm situated in West Newton, Massachusetts. With a nearly $166M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Performance Based
Other (PERCENTAGE OF RETURNED CAPITAL)

Financial Planning Services

Portfolio management for pooled investment vehicles

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RIGHTHAND CAPITAL, LLC

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QualificationsFirm CRD# 307517

Assets Under Management $120,909,077

No. Of Clients175

Clients Per Financial Advisor58

RIGHTHAND CAPITAL, LLC is a financial advisory firm situated in West Newton, Massachusetts. With a nearly $121M assets under management, the firm specializes in crafting personalized retirement planning solutions for 175 clients. The team consists of 3 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

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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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