Retirement plan consulting in Chico, CA

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

All 4

Altum Wealth Advisors1074 E. Ave. Suite T1 · Chico, CA 95926 · (530) 924-0110 · Financial planningCRD 301214 · % of assets, Fixed fees · $135.0 million AUMSEC registeredNo commissions reported Murray Financial Services, INC140 Yellowstone Drive, Suite 100 · Chico, CA 95973 · (530) 896-5484 · Financial planningCRD 176528 · % of assets, Hourly charges, Fixed fees · $134.0 million AUMSEC registeredNo commissions reported Spelts Wealth Management, INC.901 Bruce Road, Suite 160 · Chico, CA 95928 · (530) 891-0717 · % of assets managedCRD 338961 · % of assets · $84.0 million AUMState registeredNo commissions reported Sweeney & Michel, LLC196 Cohasset Road, Suite 100 · Chico, CA 95926 · (530) 487-1777 · Financial planningCRD 282595 · % of assets, Hourly charges, Fixed fees · $752.6 million AUMSEC registeredNo commissions reported