Najarian Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$40,449,594
Clients
99
Advisors
1
of 1 employees
About
Najarian Financial LLC serves individuals, high‑net‑worth clients, and corporate/business entities, offering ongoing portfolio management on a non‑discretionary basis, financial planning, and pension/profit‑sharing plan consulting. The firm prepares individualized Investment Policy Statements to guide implementation and reports account activity to clients on a regular basis.
The firm employs a blend of charting, cyclical, fundamental, quantitative, technical, and modern portfolio theory analysis and implements both long‑ and short‑term strategies. It also uses derivatives and options strategies — including short sales and spread positions — in client accounts and may recommend third‑party managers and private placement real‑estate funds as part of portfolio construction.
Noteworthy distinctions include formal affiliations with an accounting practice and insurance brokerage activities, and an employment relationship with a private real‑estate loan originator; the firm discloses these relationships and documents associated conflicts when recommending related products. Its assets under management are almost entirely non‑discretionary (approximately $48 million per its ADV) and it actively provides pension consulting to retirement plans, features that are less common among solo independent advisers.
Client services
Expertise
Fee options
Fixed fees between $500 and $2,000 for financial planning services
$0+: 1.00% annually (Portfolio Management Fees) $0 - $1,000,000: 0.75% annually (Pension Consulting Services) $1,000,001 - $4,000,000: 0.50% annually (Pension Consulting Services) $4,000,001+: 0.25% annually (Pension Consulting Services)
Between $100 and $250 per hour for financial planning services
Fee-only: Fixed fees between $500 and $2,000 for financial planning; Hourly fees between $100 and $250
Main office
420 Washington Street, Suite 401
Braintree MA 02184
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Najarian Financial · Najarian Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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