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Portfolio Size of 100K and above
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Accuracy: We match you to vetted advisors that closely align with your needs.
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
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.
Plymouth
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
9
non-vetted advisors in your local area. These financial advisors in
Plymouth, Massachusetts
have an average of
11
years of experience.
NOTE: The list of financial
advisors in
Plymouth, 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
Plymouth, Massachusetts.
| Qualified Financial Advisors in Plymouth, Massachusetts | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Bluebird Wealth Management
BLUEBIRD WEALTH MANAGEMENT 6 Felton Ln, West Newbury, MA 01985 |
11 | $90,000,000 | $250,000 | Fee-Only |
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 Plymouth, Massachusetts (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| SHP WEALTH MANAGEMENT, LLC
225 Water St , Suite C210, Plymouth, MA 2360 |
$879,833,883 | 4217 |
A percentage of AUM Hourly charges Other (SELECTION OF OTHER ADVISERS FEES) |
| LINCHRIS CAPITAL MANAGEMENT, LLC
225 Water Street , Suite A-125, Plymouth, MA 2360 |
$396,900,000 | 2 |
A percentage of AUM Performance Based |
| 1620 INVESTMENT ADVISORS, INC.
36 Cordage Park Circle , Suite 217, Plymouth, MA 2360 |
$172,346,470 | 460 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Flagship Harbor Advisors Inquire with Flagship |
8 Samoset St, Plymouth, MA 02360 | 508-746-3077 |
| Rossomando Wealth Management Inquire with Rossomando |
170 Water Street, Suite 20, Plymouth, MA 02360 | 774-404-7692 |
| Odinic Advisors LLC Inquire with Odinic |
64 Court St, #2, Plymouth, MA 02360 | 774-343-5172 |
| Emre Oztunc Inquire with Emre |
20 North Park Avenue, Plymouth, MA 02360 | 508-732-5418 |
| Jon Pierce Inquire with Jon |
15 Caswell Ln, Ste 1, Plymouth, MA 02360 | 508-830-4641 |
| Edward Jones Inquire with Edward |
225 Water St, Suite A205, Plymouth, MA 02360 | 774-343-5449 |
| Edward Jones Inquire with Edward |
374 Court St, Plymouth, MA 02360 | 508-998-2318 |
| Michael Yacoub Inquire with Michael |
2 Market Crossing, Plymouth, MA 02360 | 774-212-2148 |
| Cynthia Reilly Inquire with Cynthia |
2 Market Crossing, Plymouth, MA 02360 | 774-487-1918 |
Grow your AUM with pre-qualified leads!
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