Top financial advisors in Lynnfield, MA
We’ve curated a list of the best financial advisors in Lynnfield, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$644,264,503
Number of advisors
24 advisors
| $644,264,503 | 24 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lynnfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lynnfield. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Sachetta, LLC
Sachetta, LLC is a financial advisory firm based in Lynnfield, MA, established in 1984 as Sachetta & Company, LLC. The firm specializes in providing personalized tax preparation, financial planning, and investment management services to individuals, trusts, estates, and small businesses. They offer fee-only services, meaning they do not receive commissions for product sales and do not act as custodians of client assets. Clients maintain control over their assets, with trades executed under a limited power of attorney. Sachetta, LLC offers various advisory services, including financial planning agreements and wealth management advisory agreements. They manage approximately $884 million in total assets, with most assets managed on a discretionary basis. The firm's investment strategies focus on strategic asset allocation, utilizing mutual funds and exchange-traded funds for diversification. Clients are not charged separately for financial planning services under the Wealth Management Advisory Agreement, with fees based on a percentage of assets under management. The firm does not have a minimum account size, but the minimum annual fee is $10,000. Sachetta, LLC discloses potential conflicts of interest and provides periodic investment performance reports to clients. The firm's principals, including Stephen Ahern, Michael Callahan, and Matthew Stead, oversee the business strategy and employee supervision. Sachetta, LLC emphasizes transparency, client education, and adherence to fiduciary duties in providing financial advice and services.
$644,264,503 under management
24 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lynnfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lynnfield. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.