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Retirement plan consulting in Birmingham, AL

17 advisers in Birmingham offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 17

Bhk Investment Advisors2200 Lakeshore Drive, Suite 250 · Birmingham, AL 35209 · (205) 322-2025 · Flat / fixed feesCRD 140515 · % of assets, Fixed fees · $794.1 million AUMSEC registeredNo commissions reportedDiversified Global Investment Strategies, LLC3 Office Park Circle, Suite 240 · Birmingham, AL 35223 · (205) 877-4512 · Financial planningCRD 292000 · % of assets, Hourly charges, Fixed fees · $55.0 million AUMState registeredNo commissions reportedIntelus Advisory Group, LLC1014 Edenton St · Birmingham, AL 35242 · (205) 313-3590 · Financial planningCRD 310180 · % of assets, Hourly charges, Fixed fees · $89.4 million AUMState registeredNo commissions reportedJohnson Sterling, INC.820 Shades Creek Parkway, Suite 3200 · Birmingham, AL 35209 · (205) 871-9940 · Hourly feesCRD 106379 · % of assets, Hourly charges, Fixed fees · $3.9 billion AUMSEC registeredNo commissions reportedKassouf Wealth Advisors, LLC2101 Highland Avenue South, Suite 650 · Birmingham, AL 35205 · (205) 776-0100 · Financial planningCRD 122683 · % of assets, Hourly charges, Fixed fees · $471.3 million AUMSEC registeredNo commissions reportedKrowten Equities2 Metroplex Drive, Suite 235 · Birmingham, AL 35209 · (205) 515-2200 · Financial planningCRD 319504 · % of assets · $25.7 million AUMState registeredNo commissions reportedLanark Financial, INC.1927 First Avenue North · Birmingham, AL 35203 · (800) 521-9390 · Financial planningCRD 17870 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedMainsail Asset Management, LLC2229 1st Ave. S., Suite 225 · Birmingham, AL 35233 · (205) 536-7776 · Financial planningCRD 128373 · % of assets, Fixed fees, Performance-based fees · $598.8 million AUMSEC registeredNo commissions reportedMayfair Advisory Group, LLC110 Office Park Drive, Suite 220 · Birmingham, AL 35223 · (205) 395-6970 · Financial planningCRD 304668 · % of assets, Fixed fees · $806.4 million AUMSEC registeredNo commissions reportedMeld Financial, INC.3008 Pump House Rd. · Birmingham, AL 35243 · (205) 967-4200 · Financial planningCRD 118896 · % of assets, Hourly charges, Fixed fees · $776.4 million AUMSEC registeredNo commissions reported
Oneascent Financial Services LLC100 Grandview Place, Suite 200 · Birmingham, AL 35243 · (205) 313-9142 · Financial planningCRD 284549 · % of assets, Hourly charges, Fixed fees · $3.5 billion AUMSEC registeredNo commissions reportedPorter White Investment Advisors, INC.1927 1st Avenue North, 10th Floor · Birmingham, AL 35203 · (205) 252-3681 · Financial planningCRD 110876 · % of assets, Hourly charges, Fixed fees · $748.2 million AUMSEC registeredNo commissions reportedStonex Advisors INC.2 Perimeter Park South, Suite 500 West · Birmingham, AL 35243 · (800) 292-2411 · Financial planningCRD 174182 · % of assets, Hourly charges, Fixed fees · $5.1 billion AUMSEC registeredNo commissions reportedSutton Financial Group2075 Columbiana Road, Suite 1 · Birmingham, AL 35216 · (205) 540-1119 · Financial planningCRD 307351 · % of assets · $75.5 million AUMState registeredNo commissions reportedTabula Rasa Advisors, LLC110 Office Park Drive, Suite # 100 · Birmingham, AL 35223 · (205) 323-5440 · Financial planningCRD 298184 · % of assets · $32.7 million AUMState registeredNo commissions reportedTrust Advisory Group LTD2 Perimeter Park South, Suite 500 West · Birmingham, AL 35243 · (800) 292-2411 · Financial planningCRD 106926 · % of assets, Hourly charges, Fixed fees · $313.5 million AUMSEC registeredNo commissions reportedWaverly Advisors, LLC600 University Park Place, Suite 501 · Birmingham, AL 35209 · (205) 871-3334 · Financial planningCRD 115332 · % of assets, Hourly charges, Fixed fees · $29.9 billion AUMSEC registeredNo commissions reported