Fee-OnlyFinder

Retirement plan consulting in Los Angeles, CA

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

All 28

Ag Asset Advisory, LLC1901 Avenue of the Stars, Suite 200 · Los Angeles, CA 90067 · (310) 907-8656 · Financial planningCRD 154406 · % of assets, Fixed fees, Performance-based fees · $440.5 million AUMSEC registeredNo commissions reportedAligne Wealth Advisors Investment Management (Awaim)1801 Century Park East, Suite 1440 · Los Angeles, CA 90067 · (310) 795-0622 · Financial planningCRD 321735 · % of assets · $224.4 million AUMSEC registeredNo commissions reportedArgyle Capital Partners, LLC1925 Century Park East, Suite 1140 · Los Angeles, CA 90067 · (310) 750-9557 · % of assets managedCRD 162246 · % of assets · $213.6 million AUMSEC registeredNo commissions reportedAspiriant, LLC11100 Santa Monica Blvd, Suite 500 · Los Angeles, CA 90025 · (310) 806-4000 · Financial planningCRD 146720 · % of assets, Hourly charges, Fixed fees · $18.0 billion AUMSEC registeredNo commissions reportedAtlas Legacy Advisors LLC1999 Avenue of the Stars, Suite 3350 · Los Angeles, CA 90067 · (310) 707-1275 · Financial planningCRD 329888 · % of assets, Hourly charges, Fixed fees · $715.0 million AUMSEC registeredNo commissions reportedAvise Financial7080 Hollywood Blvd., Suite 700 · Los Angeles, CA 90028 · (310) 807-5778 · Financial planningCRD 328790 · % of assets, Hourly charges, Fixed fees · $169.4 million AUMSEC registeredNo commissions reportedBlacklines Financial515 S Flower St, 18th Floor · Los Angeles, CA 90071 · (213) 789-6950 · Financial planningCRD 323340 · % of assets, Fixed fees · $53.0 million AUMState registeredNo commissions reportedBlue Zone Wealth Advisors, LLC11812 San Vicente Blvd., Ste. 250 · Los Angeles, CA 90049 · (310) 310-2789 · Financial planningCRD 305943 · % of assets, Fixed fees · $770.0 million AUMSEC registeredNo commissions reportedBmb Advisers LLC11100 Santa Monica Blvd., Suite 750 · Los Angeles, CA 90025 · (310) 734-1234 · Flat / fixed feesCRD 118410 · % of assets, Fixed fees · $655.8 million AUMSEC registeredNo commissions reportedComposition Wealth, LLC11300 West Olympic Blvd, Suite 800 · Los Angeles, CA 90064 · (310) 246-1243 · Financial planningCRD 143483 · % of assets, Fixed fees · $9.5 billion AUMSEC registeredNo commissions reported
Confidence Wealth Management, INC.10940 Wilshire Blvd, Suite 600 · Los Angeles, CA 90024 · (310) 824-1000 · Financial planningCRD 127383 · % of assets, Hourly charges, Fixed fees · $454.1 million AUMSEC registeredNo commissions reportedCouillard Capital LLC515 South Flower St.,, Suite 1800 · Los Angeles, CA 90071 · (916) 751-6010 · Financial planningCRD 333709 · % of assets, Hourly charges, Fixed fees · $500,000 AUMState registeredNo commissions reportedDew Point Capital7080 Hollywood Blvd., 7th Floor · Los Angeles, CA 90028 · (410) 258-2174 · Financial planningCRD 305010 · % of assets, Hourly charges, Fixed fees · $513.2 million AUMSEC registeredNo commissions reportedEfc Wealth Management Firm LLC5901 W Century Blvd, Suite 1516 · Los Angeles, CA 90045 · (310) 645-0001 · Financial planningCRD 312671 · % of assets, Hourly charges, Subscription fees · $57.7 million AUMState registeredNo commissions reportedFactory Capital LLC5431 W 104th Street · Los Angeles, CA 90045 · (954) 803-9987 · Financial planningCRD 341250 · % of assets, Hourly charges, Fixed fees · $102.5 million AUMSEC registeredNo commissions reportedFenul Wealth Management LLC10880 Wilshire Blvd, Suite 1101 · Los Angeles, CA 90024 · (888) 336-8586 · Financial planningCRD 311474 · % of assets, Hourly charges, Fixed fees · $898,000 AUMState registeredNo commissions reportedHamilton Wealth, LLC10960 Wilshire Blvd, Suite 820 · Los Angeles, CA 90024 · (747) 208-4300 · Financial planningCRD 289462 · % of assets · $697.8 million AUMSEC registeredNo commissions reportedIcg Advisors, LLC11111 Santa Monica Boulevard, Ste. 2100 · Los Angeles, CA 90025 · (424) 270-8900 · % of assets managedCRD 148066 · % of assets, Performance-based fees · $7.9 billion AUMSEC registeredNo commissions reportedManhattan West Asset Management, LLC1999 Avenue of the Stars, Suite 2500 · Los Angeles, CA 90067 · (310) 341-4585 · Financial planningCRD 283630 · % of assets, Fixed fees, Performance-based fees · $1.2 billion AUMSEC registeredNo commissions reportedMurawski Wealth Management1801 Century Park E., 24th Floor · Los Angeles, CA 90067 · (310) 962-6958 · Financial planningCRD 332094 · % of assets · $74.5 million AUMState registeredNo commissions reportedNwf Advisory Services INC11835 W Olympic Blvd, Ste 1155 E. · Los Angeles, CA 90064 · (310) 475-5854 · Financial planningCRD 110410 · % of assets, Hourly charges, Fixed fees · $6.4 billion AUMSEC registeredNo commissions reportedPerennial Financial Services11620 Wilshire Boulevard, Suite 400 · Los Angeles, CA 90025 · (310) 445-2504 · Financial planningCRD 286477 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedSeneca Private Wealth, LLC1999 Avenue of the Stars, Suite 3350 · Los Angeles, CA 90067 · (310) 984-1347 · Financial planningCRD 334161 · % of assets, Hourly charges, Fixed fees · $29.9 million AUMSEC registeredNo commissions reportedStonebridge Capital Management INC1801 Century Park East, Suite 1800 · Los Angeles, CA 90067 · (310) 277-1450 · Flat / fixed feesCRD 106073 · % of assets, Fixed fees · $268.7 million AUMSEC registeredNo commissions reportedThe Wealth Collective, LLC360 E 2nd Street, 8th Floor · Los Angeles, CA 90012 · (310) 906-0313 · Financial planningCRD 310389 · % of assets, Hourly charges, Fixed fees · $42.5 million AUMState registeredNo commissions reportedTrinity Asset Management CO.545 So. Figueroa Street, Suite 1233 · Los Angeles, CA 90071 · (213) 623-2770 · % of assets managedCRD 128702 · % of assets · $109.0 million AUMState registeredNo commissions reportedWeinberger Asset Management, INC10866 Wilshire Blvd, Ste 830 · Los Angeles, CA 90024 · (310) 442-8472 · % of assets managedCRD 106176 · % of assets, Other · $503.6 million AUMSEC registeredNo commissions reportedWindward Capital Management CO11111 Santa Monica Boulevard, Suite 1200 · Los Angeles, CA 90025 · (310) 893-3000 · % of assets managedCRD 106908 · % of assets · $1.9 billion AUMSEC registeredNo commissions reported