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Find The Best Financial Advisors in Braintree, Massachusetts

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

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 - 13-Jun-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 6 vetted financial advisors and 12 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 35 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

Edelman Financial Engines, LLC

877-208-7414

Address

720 University Avenue,
Suite 230,
Norwood, MA 02062 See Details

Jordan Cohne

Clarity Wealth Advisors

508-219-0301

Address

448 Turnpike Street,
Suite 1-G-A,
South Easton, MA 02375 See Details

Savant Wealth Management

781-235-7550

Address

80 William Street,
Suite 260,
Wellesley, MA 02481 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Sequoia Financial Group

888-225-3777

Address

80 Blanchard Road, Suite 201,
Burlington, MA 01803 See Details

Top Financial Advisor Firms in Braintree, 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, 02184	310327	$2,965,232,525	3566	A percentage of AUM, Hourly charges, Fixed fees
MSA FINANCIAL 25 Braintree Hill Office Park, Suite 303 Braintree, MA, 02184	107768	$1,168,995,005	3165	A percentage of AUM, Hourly charges, Fixed fees
MG FINANCIAL LLC 30 Braintree Hill Office Park, Suite 104 Braintree, MA, 02184	107649	$1,129,381,569	109	A percentage of AUM, Hourly charges, Other (ANNUAL RETAINER FOR SERVICES NOT COVERED BY AN ASSET BASED FEE.)
PEDDOCK CAPITAL ADVISORS, LLC 50 Braintree Hill Office Park, Suite 207 Braintree, MA, 02184	148216	$731,548,995	461	A percentage of AUM, Hourly charges, Fixed fees
LITTLE HOUSE CAPITAL, LLC 35 Braintree Hill Park, #100 Braintree, MA, 02184	290070	$601,441,128	722	A percentage of AUM, Hourly charges, Fixed fees
COMPASS CAPITAL CORPORATION 50 Braintree Hill Office Park, Suite 105 Braintree, MA, 02184-8734	112323	$590,724,118	1413	A percentage of AUM, Hourly charges, Fixed fees
STABLEPOINT PARTNERS, LLC 45 Braintree Hill Park, Suite #402 Braintree, MA, 02184	328503	$534,681,810	1636	A percentage of AUM
KELLY FINANCIAL SERVICES LLC 10 Forbes Road, Ste 130 Braintree, MA, 02184	291996	$488,597,699	2891	A percentage of AUM, Hourly charges, Fixed fees
U.S. FINANCIAL ADVISORS 30 Braintree Hill Office Park, Suite 201 Braintree, MA, 02184	108763	$348,574,645	612	A percentage of AUM, Hourly charges, Fixed fees
KRAEMATON INVESTMENT ADVISORS, INC. 25 Braintree Hill Office Park, Suite 200 Braintree, MA, 02184	126869	$183,257,221	498	A percentage of AUM
GENESIS WEALTH ADVISORS, LLC 400 Washington Street, Suite 308 Braintree, MA, 02184	158388	$175,197,606	544	A percentage of AUM, Hourly charges, Fixed fees
GOSSELIN CONSULTING GROUP LLC 25 Braintree Hill Office Park, Suite 200 Braintree, MA, 02184	161019	$0	0	Hourly charges, Fixed fees

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Find The Best Financial Advisors in Braintree, Massachusetts

How To Find The Best Financial Advisors in Braintree, MassachusettsLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Braintree, Massachusetts

Edelman Financial Engines, LLC

Address

Jordan Cohne

Clarity Wealth Advisors

Address

Savant Wealth Management

Savant Wealth Management

Address

Edelman Financial Engines, LLC

Address

Sequoia Financial Group

Address

Top Financial Advisor Firms in Braintree, Massachusetts (Ranked by AUM)

Select other cities around Braintree, Massachusetts to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Braintree, Massachusetts
Last Updated - 13-Jun-2023

Find an Advisor
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