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Financial planning in Wakefield, MA

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

All 3

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 reportedOxford 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 reportedSentinel 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