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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Braintree
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
19
non-vetted advisors in your local area. These financial advisors in
Braintree, Massachusetts
have an average of
20
years of experience.
NOTE: The list of financial
advisors in
Braintree, Massachusetts
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Braintree, Massachusetts.
| Qualified Financial Advisors in Braintree, Massachusetts | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Josh Darwin
REGAL FINANCIAL 669 South St, Needham, MA 02492 |
30 | Not Specified | $100,000.00 | Fee-Based |
| Bluebird Wealth Management
BLUEBIRD WEALTH MANAGEMENT 6 Felton Ln, West Newbury, MA 01985 |
11 | $90,000,000 | $250,000 | Fee-Only |
Qualifications
CRD# 2153443
Firm CRD# 125004
Series 63, 65
Compensation/Fee Fee-Based
Office Location
669 South St,
Needham,
MA
02492
Phone Number
617-281-2721
Josh Darwin is a Registered Investment Advisor who helps investors of all sizes and experince levels. Josh has been helping investors in the markets since he graduated from Tufts in 1991. Josh beleives in holistic investing that starts with sound asset allocation and securities selection. Josh communicates well and provides a high touch advisory service. Josh lives in Needham and Fairhaven MA with his wife Ricki and sons Jack (18) and George (16). Josh enjoys following Boston Sports, golfing, boating, cooking, gardening and following markets of all types.
Regal Investment Advisors focuses on the client relationship to understand your risk tolerance, time horizons, and objectives. We want to know your goals and dreams, and apply our expertise to help you achieve your desired outcome. Our goal is to help you become a better investor and create a financial plan that is right for you.
Advisory Services Provided:
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
Qualifications
Firm CRD# 293420
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
6 Felton Ln,
West Newbury,
MA
01985
Phone Number
978-775-1287
We help people prepare for and thrive during retirement, by addressing critical factors such as retirement income generation, tax-sensitive portfolio management, insurance reviews (we do not sell insurance), and estate planning. We help our clients meet retirement and life goals by delivering transparent and independent asset management, tightly integrated with comprehensive financial planning, at an attractive value.
Advisory Services Provided:
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
Top Financial Advisor Firms in Braintree, Massachusetts (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| PALLAS CAPITAL ADVISORS, LLC
45 Braintree Hill Office Park , Suite 201, Braintree, MA 2184 |
$1,553,679,946 | 2582 |
A percentage of AUM Hourly charges Fixed fees |
| MG FINANCIAL LLC
30 Braintree Hill Office Park , Suite 104, Braintree, MA 2184 |
$1,252,015,531 | 117 |
A percentage of AUM Hourly charges Other (ANNUAL RETAINER FOR SERVICES NOT COVERED BY AN ASSET BASED FEE.) |
| MSA FINANCIAL
25 Braintree Hill Office Park , Suite 303, Braintree, MA 02184-8716 |
$978,085,997 | 2899 |
A percentage of AUM Hourly charges Fixed fees |
| COMPASS CAPITAL CORPORATION
50 Braintree Hill Office Park , Suite 105, Braintree, MA 02184-8734 |
$481,743,334 | 913 |
A percentage of AUM Hourly charges Fixed fees |
| PEDDOCK CAPITAL ADVISORS, LLC
50 Braintree Hill Office Park , Suite 207, Braintree, MA 2184 |
$474,245,935 | 341 |
A percentage of AUM Hourly charges Fixed fees |
| KELLY FINANCIAL SERVICES LLC
10 Forbes Road , Ste 130, Braintree, MA 2184 |
$391,242,496 | 3258 |
A percentage of AUM Hourly charges Fixed fees |
| LITTLE HOUSE CAPITAL, LLC
35 Braintree Hill Park , #100, Braintree, MA 2184 |
$338,558,532 | 425 |
A percentage of AUM |
| U.S. FINANCIAL ADVISORS
30 Braintree Hill Office Park , Suite 201, Braintree, MA 2184 |
$303,397,504 | 471 |
A percentage of AUM Hourly charges Fixed fees |
| GENESIS WEALTH ADVISORS, LLC
400 Washington Street , Suite 308, Braintree, MA 2184 |
$210,829,362 | 648 |
A percentage of AUM Hourly charges Fixed fees |
| KRAEMATON INVESTMENT ADVISORS, INC
25 Braintree Hill Office Park , Suite 200, Braintree, MA 2184 |
$193,141,913 | 503 |
A percentage of AUM |
| GOSSELIN CONSULTING GROUP LLC
25 Braintree Hill Office Park , Suite 200, Braintree, MA 2184 |
$0 | 0 |
Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Kjell Christiansen Inquire with Kjell |
220 Forbes Rd, Ste 204, Braintree, MA 02184 | 781-926-0295 |
| Michael G McIntyre Inquire with Michael |
100 Grandview Rd, Ste 322, Braintree, MA 02184 | 781-356-2086 |
| Christopher Petrik Inquire with Christopher |
100 Grandview Rd, Ste 210, Braintree, MA 02184 | 781-817-6750 |
| Octavia Serpa Inquire with Octavia |
220 Forbes Rd, Ste 208, Braintree, MA 02184 | 781-356-5313 |
| Allstate Personal Financial Representative: Philip Lennox Inquire with Allstate |
36 Commercial St, Braintree, MA 02184 | 781-664-9470 |
| Joseph Zanca Inquire with Joseph |
865 Washington St, Braintree, MA 02184 | 781-849-5235 |
| Michael O'Brien Inquire with Michael |
865 Washington Street, Braintree, MA 02184 | 617-688-7968 |
| Brian Kallenberg Inquire with Brian |
865 Washington St, Braintree, MA 02184 | 781-849-5240 |
| Hao Lu Inquire with Hao |
25 Braintree Hill Office Park, Suite 204-A, Braintree, MA 02184 | 781-848-9213 |
| Yuan Liu Inquire with Yuan |
25 Braintree Hill Office Park, Suite 204-A, Braintree, MA 02184 | 781-848-9213 |
Grow your AUM with pre-qualified leads!
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