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Find Retirement Advisors for Retirement Planning in Westwood, Massachusetts

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Finding the Best Retirement Planners in Westwood, Massachusetts

Last Updated - April 25, 2025

Westwood 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 Westwood, Massachusetts have an average of 35 years of experience.

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List of Qualified Retirement Planning Advisors in Westwood, Massachusetts

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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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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advisor
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Jordan Cohne
RICP®
Clarity Wealth Advisors

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

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

80 University Ave,
Westwood, MA, 02090
$9,725,000,00028231
A percentage of AUM, Hourly charges, Fixed fees
2

100 Lowder Brook Drive, Suite 1000
Westwood, MA, 02090
$2,499,708,338580644
A percentage of AUM
3

100 Lowder Brook Drive, Suite #2500
Westwood, MA, 02090
$876,599,46212429
A percentage of AUM, Fixed fees
4

1 University Avenue, Suite 301c
Westwood, MA, 02090
$006
Performance Based, Other (HYBRID FEE BASED ON HISTORICAL RECOVERIES)

Information on Top Retirement Planning firms in Westwood, Massachusetts

QualificationsFirm CRD# 110601

Assets Under Management $9,725,000,000

No. Of Clients28

Clients Per Financial Advisor0

MEKETA INVESTMENT GROUP INC is a financial advisory firm situated in Westwood, Massachusetts. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28 clients. The team consists of 231 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 investment companies
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 127268

Assets Under Management $2,499,708,338

No. Of Clients5806

Clients Per Financial Advisor132

HERITAGE FINANCIAL SERVICES is a financial advisory firm situated in Westwood, Massachusetts. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5806 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 289725

Assets Under Management $876,599,462

No. Of Clients1242

Clients Per Financial Advisor138

STAGE HARBOR FINANCIAL is a financial advisory firm situated in Westwood, Massachusetts. With a nearly $877M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1242 clients. The team consists of 9 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
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 171322

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

DIVIDEX MANAGEMENT LLC is a financial advisory firm situated in Westwood, Massachusetts. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Performance Based
  • Other (HYBRID FEE BASED ON HISTORICAL RECOVERIES)

Financial Planning Services

  • Pesnsion consulting services
View Full Profile

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