Best Financial Advisors in WAKEFIELD, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in WAKEFIELD
SENTINEL PENSION ADVISORS, LLC.
WAKEFIELD, MA · Since 1998
VESTMARK ADVISORY SOLUTIONS, INC.
WAKEFIELD, MA · Since 2018
424 CAPITAL, LLC
WAKEFIELD, MA · Since 2022
FLAGSHIP WEALTH ADVISORS, LLC.
WAKEFIELD, MA · Since 2017
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in WAKEFIELD?
The median advisory fee in WAKEFIELD, MA is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.