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Financial planning in Concord, MA

7 advisers in Concord offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 7

Bay Colony Advisors86 Baker Avenue Extension, Suite 310 · Concord, MA 01742 · (978) 369-7200 · Financial planningCRD 152583 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedCape Ann Capital, INC.22 Grove Street · Concord, MA 01742 · (978) 254-5841 · Financial planningCRD 128942 · % of assets, Fixed fees · $193.0 million AUMSEC registeredNo commissions reportedConcordia Wealth Management, LLC37 Main Street, Suite 1 · Concord, MA 01742 · (978) 371-7044 · Financial planningCRD 164278 · % of assets, Fixed fees · $197.1 million AUMSEC registeredNo commissions reportedHeritage Financial Network, INC.97 Lowell Road · Concord, MA 01742 · (978) 371-2954 · Financial planningCRD 128532 · % of assets, Hourly charges · $85.0 million AUMState registeredNo commissions reportedMeeting House Capital, LLC100 Main Street, Suite 110-2 · Concord, MA 01742 · (978) 245-6811 · Financial planningCRD 310435 · % of assets, Fixed fees · $30.3 million AUMState registeredNo commissions reportedMonument Group Wealth Advisors, LLC801 Main Street, Suite 14 · Concord, MA 01742 · (978) 369-7705 · Financial planningCRD 111908 · % of assets, Hourly charges, Fixed fees · $678.9 million AUMSEC registeredNo commissions reportedTwelve Points Wealth Management9 Pond Lane, Suite 3a · Concord, MA 01742 · (978) 318-9500 · Financial planningCRD 171107 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reported