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.
Wakefield has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Wakefield, Rhode Island have an average of 22 years of experience.
John Finn
Chartered Financial Consultant (ChFC®), CLU®, ChFC®
Finn and Meehan Wealth Management
Qualifications
CRD# 1505858
Firm CRD# 6413
Series 6, 7, 22, 24, 63, 65
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Hourly, Flat Fee, Based on Assets
Robert Henderson
CFP®
Lansdowne Wealth Management, LLC
Qualifications
CRD# 5089860
Firm CRD# 155422
Series 63, 66
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.
Fee-Only, Hourly, Flat Fee, Based on Assets
Qualifications
CRD# 7556128
Firm CRD# 172011
Minimum Assets Required
$50,000
Not Specified.
Not Specified
Allworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | MCGUIRE WEALTH MANAGEMENT 105 Main Street, Wakefield, RI, 2879 | $558,229,079 | 743 | 3 | A Percentage of AUM |
2 | D & P INVESTMENT ADVISORS, LTD. 10 High Street, Suite B Wakefield, RI, 2879 | $132,532,354 | 593 | 1 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 296271
Assets Under Management $558,229,079
No. Of Clients743
Clients Per Financial Advisor248
MCGUIRE WEALTH MANAGEMENT is a financial advisory firm situated in Wakefield, Rhode Island. With a nearly $558M assets under management, the firm specializes in crafting personalized retirement planning solutions for 743 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 119631
Assets Under Management $132,532,354
No. Of Clients593
Clients Per Financial Advisor593
D & P INVESTMENT ADVISORS, LTD. is a financial advisory firm situated in Wakefield, Rhode Island. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 593 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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