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 Wakefield is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Wakefield & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Wakefield, Massachusetts, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 4 non-vetted financial advisors in Wakefield, Massachusetts, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Wakefield, 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 |
---|---|---|---|---|
SENTINEL PENSION ADVISORS INC 100 Quannapowitt Pkwy, Suite 300 Wakefield, MA, 01880 | 109901 | $9,011,646,599 | 2794 | A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS) |
VESTMARK ADVISORY SOLUTIONS, INC. 100 Quannapowitt Pkwy, Suite 205 Wakefield, MA, 01880 | 221518 | $5,637,000,000 | 19491 | A percentage of AUM |
FLAGSHIP WEALTH ADVISORS, LLC. 301 Edgewater Place, Suite 400 Wakefield, MA, 01880 | 131962 | $421,286,262 | 666 | A percentage of AUM, Hourly charges, Fixed fees |
424 CAPITAL, LLC 301 Edgewater Place,, Suite 425 Wakefield, MA, 01880 | 167462 | $297,918,744 | 10 | A percentage of AUM, Fixed fees, Performance Based |
Your Information is Safe and Secure