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Retirement plan consulting in Scottsdale, AZ

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

All 46

3roots Wealth Partners LLC6908 E Moreland St. · Scottsdale, AZ 85257 · (402) 980-1525 · Financial planningCRD 338300 · % of assets, Hourly charges, Fixed fees · $92.6 million AUMSEC registeredNo commissions reportedAim Capital7337 E Doubletree Ranch Road, Suite 195 · Scottsdale, AZ 85258 · (480) 346-1556 · Financial planningCRD 165183 · % of assets, Hourly charges · $309.3 million AUMSEC registeredNo commissions reportedAlmega Wealth Management8350 E. Raintree Drive, Suite 215 · Scottsdale, AZ 85260 · (480) 770-4700 · Financial planningCRD 316840 · % of assets, Hourly charges, Other · $134.3 million AUMSEC registeredNo commissions reportedAlpha Squared Capital, LLC5020 E. Shea Blvd, #255 · Scottsdale, AZ 85254 · (480) 470-6200 · Financial planningCRD 300797 · % of assets, Hourly charges, Fixed fees · $35.4 million AUMState registeredNo commissions reportedArq Wealth Advisors, LLC8605 E. Raintree Dr, Ste. 240 · Scottsdale, AZ 85260 · (480) 214-9572 · Financial planningCRD 147351 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedAshton Thomas Private Wealth8605 East Raintree Drive, Suite 280 · Scottsdale, AZ 85260 · (602) 732-4745 · Financial planningCRD 153902 · % of assets, Hourly charges · $6.0 billion AUMSEC registeredNo commissions reportedAxiom Founders Family Office7373 E. Doubletree Ranch Road, Suite 170 · Scottsdale, AZ 85258 · (480) 367-9000 · Financial planningCRD 313318 · % of assets, Hourly charges, Fixed fees · $36.9 million AUMState registeredNo commissions reportedBalboa Wealth Partners, INC.6263 North Scottsdale Road, Suite 265 · Scottsdale, AZ 85250 · (480) 801-5010 · Financial planningCRD 282329 · % of assets, Hourly charges, Subscription fees · $1.1 billion AUMSEC registeredNo commissions reportedBusine Wealth4250 N. Drinkwater Blvd., Suite 300 · Scottsdale, AZ 85251 · (858) 255-4274 · Financial planningCRD 172692 · % of assets, Hourly charges, Fixed fees · $76.2 million AUMState registeredNo commissions reportedButtonwood Capital Management (Bcm)17550 North Perimeter Drive, Suite 100 · Scottsdale, AZ 85255 · (480) 305-2105 · Financial planningCRD 174857 · % of assets, Hourly charges, Fixed fees · $380.8 million AUMSEC registeredNo commissions reported
Confluent Asset Management LLC16427 N Scottsdale Road, Suite 410 · Scottsdale, AZ 85254 · (623) 200-2207 · Financial planningCRD 323760 · % of assets, Hourly charges · $5.1 million AUMState registeredNo commissions reportedCorepath Wealth Partners LLC7114 E. Stetson Drive, Suite #205 · Scottsdale, AZ 85251 · (480) 448-0334 · Financial planningCRD 299951 · % of assets, Hourly charges, Fixed fees · $261.2 million AUMSEC registeredNo commissions reportedCPA Advisory Services, P.C.7373 E. Doubletree Ranch Rd., #255 · Scottsdale, AZ 85258 · (480) 860-1252 · Financial planningCRD 114170 · % of assets, Hourly charges · $86.6 million AUMState registeredNo commissions reportedDew Wealth Management8888 E. Raintree Drive, Suite 110 · Scottsdale, AZ 85260 · (480) 614-9119 · Financial planningCRD 114148 · % of assets, Fixed fees, Other · $464.7 million AUMSEC registeredNo commissions reportedEnvision Capital Management LTD10245 E. Via Linda Blvd., Suite 110 · Scottsdale, AZ 85258 · (480) 219-6240 · % of assets managedCRD 110266 · % of assets · $40.8 million AUMState registeredNo commissions reportedEvolve Wealth Advisors LP7702 E Doubletree Ranch Road, Suite 300 · Scottsdale, AZ 85258 · (602) 805-5683 · Financial planningCRD 316038 · % of assets, Hourly charges · $58.4 million AUMState registeredNo commissions reportedFairport Advisors, INC.9141 E. Hidden Spur Trail · Scottsdale, AZ 85255 · (480) 247-6874 · Hourly feesCRD 117177 · % of assets, Hourly charges, Other · $54.7 million AUMState registeredNo commissions reportedFinancial Consulting Professionals, LLC7028 E. Friess Drive · Scottsdale, AZ 85254 · (480) 463-0842 · Financial planningCRD 296627 · % of assets, Fixed fees · $10.4 million AUMState registeredNo commissions reportedGalvin, Gaustad & Stein, LLC7377 E. Doubletree Ranch Road, Suite 250 · Scottsdale, AZ 85258 · (480) 776-1445 · Financial planningCRD 153410 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedGps Investments7702 East Doubletree Ranch Road, Suite 300 · Scottsdale, AZ 85258 · (602) 558-1211 · Financial planningCRD 333381 · % of assets, Fixed fees · $127.7 million AUMSEC registeredNo commissions reportedHeritage Family Offices, LLP9841 E Bell Rd, Suite 110 · Scottsdale, AZ 85260 · (602) 775-5400 · Financial planningCRD 323930 · % of assets, Fixed fees, Performance-based fees · $423.3 million AUMSEC registeredNo commissions reportedInvest Smart USA, INC.7440 E Pinnacle Peak Road, Suite 144 · Scottsdale, AZ 85255 · (480) 389-0111 · Financial planningCRD 168135 · % of assets, Fixed fees · $45.3 million AUMState registeredNo commissions reportedIronwood Wealth Advisors, LLC7047 E. Greenway Pkwy, Suite 250 · Scottsdale, AZ 85254 · (480) 473-3455 · Financial planningCRD 155276 · % of assets, Hourly charges, Fixed fees · $93.1 million AUMState registeredNo commissions reportedJanus Financial4250 N Drinkwater Blvd, Suite 300 · Scottsdale, AZ 85251 · (480) 826-4878 · Financial planningCRD 323940 · % of assets, Fixed fees · $33.9 million AUMState registeredNo commissions reportedJolley Wealth Management, LLC9375 E. Shea Blvd., Suite 100 · Scottsdale, AZ 85260 · (480) 661-7600 · Financial planningCRD 334209 · % of assets, Hourly charges · $1.6 million AUMState registeredNo commissions reportedJuncture Wealth Strategies, LLC8777 E. Via De Ventura, Suite 120 · Scottsdale, AZ 85258 · (480) 253-4100 · Financial planningCRD 298110 · % of assets, Fixed fees · $473.6 million AUMSEC registeredNo commissions reportedLife Wise Planning Group LLC8700 East Vista Bonita Drive, Suite 216 · Scottsdale, AZ 85255 · (480) 661-4071 · Financial planningCRD 327236 · % of assets, Hourly charges, Fixed fees · $55.0 million AUMState registeredNo commissions reportedMsh Capital Advisors LLC23350 N Pima Road · Scottsdale, AZ 85255 · (480) 563-2021 · Financial planningCRD 157835 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedNext Up Wealth Advisors, LLC9375 E Shea Blvd., Suite 100 · Scottsdale, AZ 85260 · (480) 450-7407 · Financial planningCRD 342136 · % of assets, Hourly charges, Fixed fees · $100.2 million AUMSEC registeredNo commissions reportedOne Wealth Capital Management, LLC4900 North Scottsdale Road, Suite 4900 · Scottsdale, AZ 85251 · (855) 663-9584 · Financial planningCRD 331395 · % of assets, Hourly charges, Fixed fees · $306.8 million AUMSEC registeredNo commissions reportedOsaic Wealth, INC.18700 N. Hayden Road, Suite 255 · Scottsdale, AZ 85255 · (800) 821-5100 · Financial planningCRD 23131 · % of assets, Hourly charges, Fixed fees · $234.9 billion AUMSEC registeredNo commissions reportedPinnacle Peak Private Client Group, LLC18867 N. Thompson Peak Parkway, Ste #225 · Scottsdale, AZ 85255 · (480) 771-4301 · Financial planningCRD 282003 · % of assets, Hourly charges, Fixed fees · $481.1 million AUMSEC registeredNo commissions reportedQuantumvest, INC.5111 N. Scottsdale Road, Suite 211 · Scottsdale, AZ 85250 · (480) 237-4007 · Hourly feesCRD 171780 · % of assets, Hourly charges, Performance-based fees · $41.2 million AUMState registeredNo commissions reportedRadix Wealth16220 N Scottsdale Rd, Suite 300 · Scottsdale, AZ 85254 · (602) 837-4014 · Financial planningCRD 328329 · % of assets · $73.4 million AUMState registeredNo commissions reportedRetirement Income and Inheritance Advisors, LLC10446 N 74th St, Ste 220 · Scottsdale, AZ 85258 · (480) 556-7033 · Financial planningCRD 149560 · Hourly charges, Fixed feesState registeredNo commissions reportedSage Financial Advisors INC.8980 E. Raintree Drive, Suite 120 · Scottsdale, AZ 85260 · (480) 305-8060 · Financial planningCRD 116933 · % of assets, Hourly charges, Fixed fees · $270.3 million AUMSEC registeredNo commissions reportedSg Wealth Managers LLC7900 E Thompson Peak Pkwy, Unit 104 · Scottsdale, AZ 85255 · (480) 597-1743 · Flat / fixed feesCRD 310597 · % of assets, Fixed fees · $41.1 million AUMState registeredNo commissions reportedSix Sigma Wealth Advisors, LLC9375 East Shea Blvd., Suite 100 · Scottsdale, AZ 85260 · (480) 669-0069 · Financial planningCRD 290674 · % of assets, Hourly charges, Fixed fees · $5.8 million AUMState registeredNo commissions reportedStableford Capital LLC14648 N. Scottsdale Road, Suite 130 · Scottsdale, AZ 85254 · (480) 493-2300 · Financial planningCRD 173383 · % of assets, Hourly charges, Fixed fees · $305.3 million AUMSEC registeredNo commissions reportedSuttle Crossland Wealth Advisors, LLC20715 N Pima Road, Suite 108 · Scottsdale, AZ 85255 · (602) 834-3905 · Financial planningCRD 318700 · % of assets, Hourly charges, Fixed fees · $101.1 million AUMSEC registeredNo commissions reportedTrek Financial8355 East Hartford Drive, Suite 105 · Scottsdale, AZ 85255 · (480) 483-1510 · Financial planningCRD 109376 · % of assets, Hourly charges, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reportedVerus Capital Partners, LLC8300 N Hayden Rd, Suite A207 · Scottsdale, AZ 85258 · (480) 990-3719 · Financial planningCRD 151568 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedVestpointe Wealth Management, LLC7373 E. Doubletree Ranch Rd., Suite 175 · Scottsdale, AZ 85258 · (602) 212-1040 · Financial planningCRD 132591 · % of assets, Hourly charges, Fixed fees · $165.8 million AUMSEC registeredNo commissions reportedWealth Management Solutions8550 E. Shea Boulevard, Suite 130 · Scottsdale, AZ 85260 · (480) 609-4334 · Financial planningCRD 127517 · % of assets, Hourly charges, Fixed fees · $172.6 million AUMSEC registeredNo commissions reportedWitnauer Sloan & Associates LLC8777 E Via De Ventura, Suite 375 · Scottsdale, AZ 85258 · (602) 493-5930 · Financial planningCRD 113765 · % of assets, Hourly charges, Fixed fees · $56.6 million AUMState registeredNo commissions reportedWt Wealth Management, LLC20865 North 90th Place, Suite 105 · Scottsdale, AZ 85255 · (800) 825-0616 · Financial planningCRD 169566 · % of assets, Hourly charges, Other · $419.1 million AUMSEC registeredNo commissions reported