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Find The Best Financial Advisors in Newton, 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.

Newton, Massachusetts, a suburban city situated just outside the Saint Paul metropolitan area, has a cost of living that is 49% higher than the national average. It may be important for residents to seek the help of a financial advisor to make the most of their savings and increase the returns from their investments. This may be easier said than done, but connecting with the right financial advisor could help ensure Newton residents find the best financial plan in place that fits their specific lifestyle. With over 1850 financial advisors available in the city, FinancialAdvisor.net helps simplify the financial advisor search process so that you can connect with a professional advisor based on your specific needs.

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

If you’re looking for qualified financial advisors in Newton, Massachusetts, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 9 non-vetted financial advisors in Newton, Massachusetts, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Newton, 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.

List of Qualified Financial Advisors in Newton , Massachusetts

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

Jordan Cohne

Clarity Wealth Advisors

508-219-0301

Address

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

Robert Capone

Engineered Wealth Solutions

978-420-4015

Address

108 E Main St,
Ste 4B,
Gloucester, MA 01930 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
RWA WEALTH PARTNERS 85 Wells Avenue, Suite 109 Newton, MA, 02459	156984	$15,423,271,608	19495	A percentage of AUM, Hourly charges, Other (MODEL PROVIDER FEE)
ASCENSUS INVESTMENT ADVISORS, LLC 95 Wells Avenue, Suite 160 Newton, MA, 02459	120632	$9,878,077,323	10	A percentage of AUM, Other (PERCENTAGE OF PROGRAM MANAGEMENT FEE AND PERCENTAGE OF AUA)
GROVESTREET 2221 Washington Street, Building 1, Suite 201 Newton, MA, 02462	111497	$6,484,561,795	46	Fixed fees, Performance Based, Other (A PERCENTAGE OF COMMITTED CAPITAL;A PERCENTAGE OF REMAINING COST)
PROFICIO CAPITAL PARTNERS LLC 300 Washington Street Ste 951, One Gateway Center Newton, MA, 02458-1655	269931	$2,974,544,510	1194	A percentage of AUM, Fixed fees, Performance Based
TREMONT REALTY CAPITAL LLC 255 Washington Street, Suite 300 Newton, MA, 02458-1634	283569	$751,604,093	3	Performance Based, Other (A PERCENTAGE OF THE EQUITY OF A CLIENT)
CASTANEA PARTNERS INC. Three Newton Executive Park Ste 304, Newton, MA, 02462	160229	$423,000,000	6	A percentage of AUM, Other (CARRIED INTEREST)
BARCA CAPITAL, LLC 275 Grove Street, Suite 2-400 Newton, MA, 02466	263786	$287,309,048	2	A percentage of AUM, Performance Based
FINANCIAL PLANNING SOLUTIONS, LLC 134 Rumford Ave, Suite 203 Newton, MA, 02466	168211	$283,642,698	1174	A percentage of AUM, Hourly charges, Fixed fees
SEMANTEON CAPITAL MANAGEMENT, LP 580 Washington St., Suite C Newton, MA, 02458	289196	$227,828,637	3	A percentage of AUM, Performance Based

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Find The Best Financial Advisors in Newton, Massachusetts

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

List of Qualified Financial Advisors in Newton , Massachusetts

Savant Wealth Management

Savant Wealth Management

Address

Edelman Financial Engines, LLC

Address

Sequoia Financial Group

Address

Jordan Cohne

Clarity Wealth Advisors

Address

Robert Capone

Engineered Wealth Solutions

Address

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

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

Frequently Asked Questions

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

Find an Advisor
It's Fast, Free & Easy