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Retirement plan consulting in Pasadena, CA

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

All 12

Derive Wealth35 North Lake Ave., Suite 710 · Pasadena, CA 91101 · (626) 800-3864 · Financial planningCRD 284619 · Fixed fees · $141.3 million AUMSEC registeredNo commissions reportedDishmi Capital, LLC251 South Lake Ave, Suite 800 · Pasadena, CA 91101 · (323) 835-5560 · Financial planningCRD 336392 · % of assets · $215.1 million AUMSEC registeredNo commissions reportedEquanimity Financial Partners100 Corson Street, Suite 210 · Pasadena, CA 91103 · (626) 529-8347 · Financial planningCRD 152050 · % of assets, Fixed fees · $234.3 million AUMSEC registeredNo commissions reportedFavor Wealth Advisors, LLC155 S. El Molino Ave, #104 · Pasadena, CA 91101 · (626) 529-0445 · Financial planningCRD 316705 · % of assets, Hourly charges, Fixed fees · $88.8 million AUMState registeredNo commissions reportedFirst Financial Consulting517 South Lake Avenue · Pasadena, CA 91101 · (626) 844-4630 · Financial planningCRD 107456 · % of assets, Hourly charges · $762.6 million AUMState registeredNo commissions reportedGarabedian Wealth Management Group3452 E. Foothill Blvd., Suite 532 · Pasadena, CA 91107 · (626) 795-7200 · Financial planningCRD 171307 · % of assets, Hourly charges, Fixed fees · $34.9 million AUMState registeredNo commissions reportedPasadena Private Wealth, LLC2 North Lake Avenue, Suite 520 · Pasadena, CA 91101 · (626) 993-9300 · Financial planningCRD 295178 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedRetirement Wellness Group123 South Marengo Ave., Suite 200 · Pasadena, CA 91101 · (949) 757-1799 · Flat / fixed feesCRD 297255 · % of assets, Fixed fees · $526.6 million AUMSEC registeredNo commissions reportedShuster Advisory Group, LLC155 N. Lake Ave., Suite 950 · Pasadena, CA 91101 · (626) 578-0816 · Financial planningCRD 170233 · % of assets, Fixed fees · $10.3 billion AUMSEC registeredNo commissions reportedStrategy Asset Managers L.L.C.790 E. Colorado Blvd, Suite 200 · Pasadena, CA 91101 · (626) 657-0559 · Financial planningCRD 109939 · % of assets, Hourly charges, Fixed fees · $930.1 million AUMSEC registeredNo commissions reported
Torrey-Payne Wealth Management32 S Raymond Ave, Ste 2 · Pasadena, CA 91105 · (626) 657-3451 · Financial planningCRD 336703 · % of assets · $184.8 million AUMSEC registeredNo commissions reportedVida Private Wealth LLC301 North Lake Avenue, Suite 600 · Pasadena, CA 91101 · (626) 778-0678 · % of assets managedCRD 308575 · % of assets, Performance-based fees · $91.8 million AUMState registeredNo commissions reported