93 Financial Group

Retirement Planning Firm in Woburn, MA

Firm Info
Address: 600 Unicorn Park Dr # 5, Woburn, MA 01801, USA
Phone: (781) 938-6361

Firm Size
Assets Under Management: $629.4 million
# of Advisors: 5
# of Clients: 2,315
Client to Advisor Ratio: 463:1
Average Account Size: $271,898
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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93 Financial Group, LLC Overview

93 Financial Group, LLC is a fee-only registered investment advisory firm that has been in business since 2013. The firm is headquartered in Woburn, MA, and offers a wide range of wealth management services to individuals and small businesses. As an insurance broker/agent, the firm is also well-equipped to provide investment advice to clients looking to diversify their portfolios. The firm's fee arrangement reflects its commitment to putting clients first, with a transparent fee structure that aligns the interests of the firm with those of its clients. With a focus on financial planning, 93 Financial Group offers personalized solutions to help clients achieve their long-term goals. Portfolio management services are also available to help individuals and small businesses build and manage their investments with confidence. Overall, 93 Financial Group is a trusted partner to those seeking expert guidance and personalized strategies to manage their finances. Thanks to its years of experience and industry expertise, clients can trust that their financial wellbeing is in good hands with 93 Financial Group, LLC.

93 FINANCIAL GROUP, LLC serves a diverse range of clients, catering to both individuals and high net worth individuals. Their clientele spans across different backgrounds, professions, and stages in life, from young professionals just starting their careers to retirees looking to manage their wealth. Regardless of their clients' needs, this firm is dedicated to providing personalized financial planning, investment management, and wealth-building strategies that align with their goals and values. 93 FINANCIAL GROUP, LLC offers a variety of fee structures that vary depending on the services provided. One common structure is a percentage of AUM or assets under management. This fee model charges clients a percentage of their portfolio's total value, incentivizing the firm to help grow their clients' assets. Other fee structures may include hourly rates for financial planning or flat fees for specific services such as tax preparation or estate planning. This firm prioritizes transparency and works closely with clients to select the fee arrangement that best suits their needs and financial situation.

Typical Clients, Fee Structures & Investment Minimum

Based on the Part 2 Brochure for 93 FINANCIAL GROUP, LLC, there is no mention of an investment minimum. Therefore, it is uncertain what the investment minimum is for this firm.

How This Office Can Help Woburn, MA Residents

93 Financial Group is a financial services firm that assists clients in Woburn, MA by providing personalized financial planning and investment management services. The team at 93 Financial Group works closely with clients to understand their unique financial situations, goals, and risk tolerances. They then develop customized financial plans and investment strategies that are tailored to each client's specific needs. Woburn, MA residents face a variety of financial situations, including saving for retirement, managing their investments, planning for their children's education, and protecting their assets. The team at 93 Financial Group is well-equipped to help clients navigate these challenges and make informed financial decisions. They offer a range of services, including retirement planning, investment management, tax planning, estate planning, and insurance solutions. With their expertise and personalized approach, 93 Financial Group is committed to helping clients achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for 93 Financial Group, LLC, visit their Part 2 Brochure.

Services Offered by 93 Financial Group, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by 93 Financial Group, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 600 Unicorn Park Dr # 5, Woburn, MA 01801, USA
Phone (781) 938-6361
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
4 Stars  |  2 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 600 UNICORN PARK DRIVE, WOBURN, MA 1801, United States

This firm has no other locations.

State Registrations

93 Financial Group, LLC is registered to service clients in the following states:

  • California
  • Connecticut
  • Florida
  • Maine
  • Massachusetts
  • New Hampshire
  • Pennsylvania
  • Rhode Island
  • Texas

Disciplinary History

93 Financial Group, LLC does not have any disclosures. Please visit it's Form ADV for more details.