Advisers in Wakefield, MA

5 advisers in Wakefield — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Hourly fees (3)% of assets managed (4)

All advisers

Flagship Wealth Advisors, LLC.301 Edgewater Place, Suite 400 · Wakefield, MA 01880 · (800) 631-9997 · Financial planningCRD 131962 · % of assets, Hourly charges · $748.6 million AUMSEC registeredNo commissions reported Johnson O'Connor Wealth Management101 Edgewater Drive, Suite 210 · Wakefield, MA 01880 · (781) 914-3400CRD 285759 · OtherState registeredNo commissions reported Oxford Martin, LLC301 Edgewater Place, Suite 100 · Wakefield, MA 01880 · (617) 932-9861 · Financial planningCRD 316388 · % of assets, Hourly charges, Fixed fees · $25.4 million AUMState registeredNo commissions reported Sentinel Pension Advisors, LLC.100 Quannapowitt Pkwy, Suite 402 · Wakefield, MA 01880 · (781) 914-1361 · Financial planningCRD 109901 · % of assets, Hourly charges, Fixed fees · $11.9 billion AUMSEC registeredNo commissions reported Vestmark Advisory Solutions, INC.100 Quannapowitt Pkwy, Suite 205 · Wakefield, MA 01880 · (888) 355-0477 · % of assets managedCRD 221518 · % of assets · $49.9 billion AUMSEC registeredNo commissions reported

Talking to advisers in Wakefield? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.