Retirement plan consulting in Woodland Hills, CA

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

All 7

Bruin Wealth Advisors LLC21800 Oxnard Street, Suite 420 · Woodland Hills, CA 91367 · (818) 907-9700 · Financial planningCRD 329169 · % of assets, Hourly charges, Fixed fees · $37.1 million AUMState registeredNo commissions reported Coulombe and Sons Wealth Management21300 Victory Boulevard, Suite 300 · Woodland Hills, CA 91367 · (818) 485-2335 · Financial planningCRD 328371 · % of assets, Hourly charges, Fixed fees · $5.3 million AUMState registeredNo commissions reported Golden K Plans and Wealth Management a DBA of Golden K Wealth Mg5950 Canoga Avenue, Suite 540 · Woodland Hills, CA 91367 · (818) 587-4455 · % of assets managedCRD 156588 · % of assets · $179.4 million AUMSEC registeredNo commissions reported Hesen & Haslam21031 Ventura Blvd, Ste #424 · Woodland Hills, CA 91364 · (818) 200-1107 · Financial planningCRD 286235 · % of assets, Hourly charges, Fixed fees · $283.7 million AUMSEC registeredNo commissions reported Pacific Oak Financial Planning LLC6303 Owensmouth Ave, 10th Floor · Woodland Hills, CA 91367 · (818) 208-8686 · Financial planningCRD 226649 · % of assets, Hourly charges, Fixed fees · $7.7 million AUMState registeredNo commissions reported R-Tech Advisors, INC.21331 Costanso Street · Woodland Hills, CA 91364 · (818) 883-5356 · Financial planningCRD 146541 · % of assets, Hourly charges, Fixed fees · $61.5 million AUMState registeredNo commissions reported Tamar Securities, LLC22466 Ventura Boulevard · Woodland Hills, CA 91364 · (818) 914-7460 · Financial planningCRD 153991 · % of assets, Hourly charges · $1.5 billion AUMSEC registeredNo commissions reported