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Retirement plan consulting in Westlake Village, CA

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

All 12

Alliance Advisory & Securities, LLC31248 E. Oak Crest Drive Ste 100 · Westlake Village, CA 91361 · (805) 371-8020 · Financial planningCRD 18835 · % of assets, Hourly charges, Fixed fees · $687.4 million AUMSEC registeredNo commissions reported Classic Financial2535 Townsgate Road, Suite 310 · Westlake Village, CA 91361 · (805) 230-2430 · Financial planningCRD 120228 · % of assets, Other · $151.6 million AUMSEC registeredNo commissions reported Fischer Investment Strategies, LLC920 Hampshire Road, Suite A-2 · Westlake Village, CA 91361 · (805) 418-7686 · Financial planningCRD 156883 · % of assets, Hourly charges, Fixed fees · $251.9 million AUMSEC registeredNo commissions reported Lone Peak Asset Management, INC.200 N Westlake Blvd, Suite 204 · Westlake Village, CA 91362 · (800) 449-2420 · Financial planningCRD 117241 · % of assets, Fixed fees · $19.0 million AUMState registeredNo commissions reported Oak Asset Management, LLC2535 Townsgate Road, Suite 300 · Westlake Village, CA 91361 · (805) 778-0818 · % of assets managedCRD 287856 · % of assets · $413.8 million AUMSEC registeredNo commissions reported One Capital Management, LLC3075 Townsgate Road, Suite 350 · Westlake Village, CA 91361 · (805) 409-8150 · Financial planningCRD 114861 · % of assets, Hourly charges, Subscription fees · $8.5 billion AUMSEC registeredNo commissions reported Santa Cruz Wealth Management INC.2555 Townsgate Road, Suite 200 · Westlake Village, CA 91361 · (805) 501-0864 · Financial planningCRD 325737 · % of assets, Hourly charges, Fixed fees · $3.3 million AUMState registeredNo commissions reported Strava Financial, LLC3045 E Thousand Oaks Blvd., Suite 350 · Westlake Village, CA 91362 · (805) 277-7298 · Financial planningCRD 304263 · % of assets, Hourly charges, Fixed fees · $92.4 million AUMState registeredNo commissions reported Total Wealth Services, LLC4165 E Thousand Oaks Blvd, #355 · Westlake Village, CA 91362 · (818) 309-3071 · Financial planningCRD 331833 · % of assets · $186.1 million AUMSEC registeredNo commissions reported Williams & Novak Wealth Management, LLC2625 Townsgate Road, Suite 330 · Westlake Village, CA 91361 · (626) 689-7181 · Financial planningCRD 324173 · % of assets, Hourly charges, Fixed fees · $342.8 million AUMSEC registeredNo commissions reported

Winters Financial Group, INC.2659 Townsgate Rd., #213 · Westlake Village, CA 91361 · (805) 497-1717 · Financial planningCRD 309549 · % of assets, Hourly charges, Fixed fees · $252.3 million AUMSEC registeredNo commissions reported Zephyr Wealth Management3625 E. Thousand Oaks Blvd., Suite 145 · Westlake Village, CA 91362 · (805) 496-6810 · Financial planningCRD 166303 · % of assets, Hourly charges · $242.8 million AUMSEC registeredNo commissions reported