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 Concord is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Concord & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Concord, Massachusetts, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and non-vetted financial advisors in Concord, Massachusetts, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Concord, Massachusetts have an average of 25 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
BAY COLONY ADVISORS 86 Baker Avenue Extension, Suite 310 Concord, MA, 1742 | 152583 | $893,291,993 | 3208 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PLATFORM FEE FROM SUB-ADVISERS) |
TWELVE POINTS WEALTH MANAGEMENT 9 Pond Lane, Suite 3a Concord, MA, 1742 | 171107 | $833,663,895 | 1140 | A Percentage of AUM, Hourly charges, Fixed Fees |
MONUMENT GROUP WEALTH ADVISORS, LLC 801 Main Street, Suite 14 Concord, MA, 1742 | 111908 | $429,359,466 | 583 | A Percentage of AUM, Hourly charges, Fixed Fees |
CONCORDIA WEALTH MANAGEMENT, LLC 37 Main Street, Suite 1 Concord, MA, 1742 | 164278 | $157,924,845 | 122 | A Percentage of AUM, Fixed Fees |
COVALENT PARTNERS LLC 30 Monument Square, Suite 250 Concord, MA, 1742 | 140494 | $93,747,000 | 4 | A Percentage of AUM, Performance Based |
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