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Retirement plan consulting in Santa Monica, CA

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

All 8

Abacus Wealth Partners429 Santa Monica Blvd., Suite 500 · Santa Monica, CA 90401 · (888) 422-2287 · Financial planningCRD 128590 · % of assets, Fixed fees, Performance-based fees · $3.6 billion AUMSEC registeredNo commissions reportedAngeles Investment Advisors429 Santa Monica Blvd., Suite 650 · Santa Monica, CA 90401 · (310) 393-6300 · Flat / fixed feesCRD 110213 · % of assets, Fixed fees, Performance-based fees · $7.3 billion AUMSEC registeredNo commissions reportedEddy Financial, LLC100 Wilshire Boulevard, Suite 700 · Santa Monica, CA 90401 · (310) 451-3339 · Financial planningCRD 290208 · % of assets, Hourly charges, Fixed fees · $61.9 million AUMState registeredNo commissions reportedGerber Kawasaki Wealth & Investment Management2437 Main Street · Santa Monica, CA 90405 · (310) 399-6397 · Financial planningCRD 153649 · % of assets, Hourly charges, Fixed fees · $4.1 billion AUMSEC registeredNo commissions reportedQuantum Financial Advisors, LLC530 Wilshire Blvd, Ste 206 · Santa Monica, CA 90401 · (424) 447-8268 · Financial planningCRD 317386 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedRefresh Investments401 Wilshire Blvd., 12th Floor · Santa Monica, CA 90401 · (424) 625-7260 · Financial planningCRD 297146 · % of assets, Hourly charges, Fixed fees · $61.5 million AUMState registeredNo commissions reportedVictus Capital Wealth1327 Ocean Avenue, Suite K · Santa Monica, CA 90401 · (310) 622-1280 · Financial planningCRD 154899 · % of assets, Hourly charges, Fixed fees · $280.1 million AUMSEC registeredNo commissions reportedWellacre Global Wealth Advisors520 Broadway, Suite 200 · Santa Monica, CA 90401 · (310) 220-4946 · Financial planningCRD 306770 · % of assets, Fixed fees · $104.3 million AUMSEC registeredNo commissions reported