Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Woburn has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Woburn, Massachusetts have an average of 26 years of experience.
Allworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Savant Wealth Management
Savant Wealth Management
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
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.
Fee-Only, Based on Assets
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
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.
Fee-Based, Based on Assets
Josh Darwin
Regal Financial
Qualifications
CRD# 2153443
Firm CRD# 125004
Series 63, 65
Minimum Assets Required
$10,000,000
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.
Fee-Based
Aaron A Milne
CFP®, EA
MAERCO Financial
Qualifications
CRD# 5692927
Firm CRD# 139627
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Hourly, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 93 FINANCIAL GROUP, LLC 600 Unicorn Park Drive, Woburn, MA, 1801 | $563,695,961 | 2397 | 8 | A Percentage of AUM |
2 | TRUST ADVISORY GROUP LTD 444 Washington Street, Suite 407 Woburn, MA, 1801 | $499,698,033 | 2077 | 43 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | ALTA WEALTH ADVISORS LLC 400 Tradecenter, Suite 4810, Woburn, MA, 1801 | $308,705,655 | 954 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | FLAGSHIP PRIVATE WEALTH 400 Trade Center - Suite 4990, Woburn, MA, 1801 | $252,287,507 | 910 | 4 | A Percentage of AUM, Fixed Fees |
5 | GARRETT NAGLE & CO., INC. 300 Unicorn Park Drive, Woburn, MA, 01801-3363 | $83,495,784 | 151 | 4 | A Percentage of AUM, Commission Based |
6 | IQVESTMENT, LLC 12 Gill St., Suite 5450 Woburn, MA, 1801 | $44,380,757 | 965 | 9 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 144235
Assets Under Management $563,695,961
No. Of Clients2397
Clients Per Financial Advisor300
93 FINANCIAL GROUP, LLC is a financial advisory firm situated in Woburn, Massachusetts. With a nearly $564M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2397 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106926
Assets Under Management $499,698,033
No. Of Clients2077
Clients Per Financial Advisor48
TRUST ADVISORY GROUP LTD is a financial advisory firm situated in Woburn, Massachusetts. With a nearly $500M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2077 clients. The team consists of 43 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 293675
Assets Under Management $308,705,655
No. Of Clients954
Clients Per Financial Advisor191
ALTA WEALTH ADVISORS LLC is a financial advisory firm situated in Woburn, Massachusetts. With a nearly $309M assets under management, the firm specializes in crafting personalized retirement planning solutions for 954 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 175277
Assets Under Management $252,287,507
No. Of Clients910
Clients Per Financial Advisor228
FLAGSHIP PRIVATE WEALTH is a financial advisory firm situated in Woburn, Massachusetts. With a nearly $252M assets under management, the firm specializes in crafting personalized retirement planning solutions for 910 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 7071
Assets Under Management $83,495,784
No. Of Clients151
Clients Per Financial Advisor38
GARRETT NAGLE & CO., INC. is a financial advisory firm situated in Woburn, Massachusetts. With a nearly $83M assets under management, the firm specializes in crafting personalized retirement planning solutions for 151 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 157514
Assets Under Management $44,380,757
No. Of Clients965
Clients Per Financial Advisor107
IQVESTMENT, LLC is a financial advisory firm situated in Woburn, Massachusetts. With a nearly $44M assets under management, the firm specializes in crafting personalized retirement planning solutions for 965 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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