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Find The Best Financial Advisors in Braintree, Massachusetts

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Braintree is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Braintree & pick the one as per your needs

How To Find The Best Financial Advisors in Braintree, Massachusetts

Last Updated - 26-Mar-2023

If you’re looking for qualified financial advisors in Braintree, Massachusetts, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 19 non-vetted financial advisors in Braintree, Massachusetts, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Braintree, Massachusetts have an average of 20 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Braintree, Massachusetts

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Josh Darwin

Regal Financial

669 South St

Needham, MA 02492

617-281-2721

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Bluebird Wealth Management

Bluebird Wealth Management

6 Felton Ln

West Newbury, MA 01985

978-775-1287

Top Financial Advisor Firms in Massachusetts (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
PALLAS CAPITAL ADVISORS, LLC
45 Braintree Hill Office Park, Suite 201 Braintree, MA 2184
310327 $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
107649 $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
107768 $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
112323 $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
148216 $474,245,935 341 A percentage of AUM
Hourly charges
Fixed fees
KELLY FINANCIAL SERVICES LLC
10 Forbes Road, Ste 130 Braintree, MA 2184
291996 $391,242,496 3258 A percentage of AUM
Hourly charges
Fixed fees
LITTLE HOUSE CAPITAL, LLC
35 Braintree Hill Park, #100 Braintree, MA 2184
290070 $338,558,532 425 A percentage of AUM
U.S. FINANCIAL ADVISORS
30 Braintree Hill Office Park, Suite 201 Braintree, MA 2184
108763 $303,397,504 471 A percentage of AUM
Hourly charges
Fixed fees
GENESIS WEALTH ADVISORS, LLC
400 Washington Street, Suite 308 Braintree, MA 2184
158388 $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
126869 $193,141,913 503 A percentage of AUM
GOSSELIN CONSULTING GROUP LLC
25 Braintree Hill Office Park, Suite 200 Braintree, MA 2184
161019 $0 0 Hourly charges
Fixed fees

Additional Financial Advisors in Massachusetts

* 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

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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