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Retirement plan consulting in Colorado Springs, CO

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

All 14

56 Capital Partners, LTD1465 Kelly Johnson Blvd, Suite 200 · Colorado Springs, CO 80920 · (719) 418-3773 · Financial planningCRD 290938 · % of assets, Hourly charges, Fixed fees · $113.3 million AUMSEC registeredNo commissions reportedAtlas Lifestyle Planning Group LLC455 E Pikes Peak Ave, Suite 305 · Colorado Springs, CO 80903 · (480) 885-8988 · Financial planningCRD 305278 · % of assets, Hourly charges, Fixed fees · $12.1 million AUMState registeredNo commissions reportedBauer Wealth Management INC.5755 Mark Dabling Blvd, Suite 245 · Colorado Springs, CO 80919 · (719) 575-9000 · Financial planningCRD 152977 · % of assets · $205.9 million AUMSEC registeredNo commissions reportedBonfire Financial, LLC5755 Mark Dabling Blvd, Ste 220 · Colorado Springs, CO 80919 · (719) 394-3900 · Financial planningCRD 288522 · % of assets, Hourly charges, Fixed fees · $234.0 million AUMSEC registeredNo commissions reportedCascade Investment Group, INC.444 E. Pikes Peak Avenue, Suite 200 · Colorado Springs, CO 80903 · (719) 632-0818 · Financial planningCRD 35844 · % of assets, Hourly charges · $419.9 million AUMSEC registeredNo commissions reportedCorundum Group, INC.1 South Nevada, Suite 200 · Colorado Springs, CO 80903 · (719) 228-1080 · Financial planningCRD 106490 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedExceptional Wealth & Family Office422 East Vermijo Avenue, Suite 200a · Colorado Springs, CO 80903 · (719) 715-4179 · Financial planningCRD 340444 · % of assets, Fixed fees · $292.2 million AUMSEC registeredNo commissions reportedIntergy Private Wealth, LLC13 S. Tejon St., Suite 400 · Colorado Springs, CO 80903 · (719) 413-8820 · Financial planningCRD 315698 · % of assets, Hourly charges, Fixed fees · $602.6 million AUMSEC registeredNo commissions reportedNvest Advisors, LLC6 S Tejon St, Suite 519 · Colorado Springs, CO 80903 · (719) 257-9301 · Financial planningCRD 277064 · % of assets, Hourly charges · $22.8 million AUMState registeredNo commissions reportedPetra Financial Advisors INC2 North Nevada Ave Suite 1300 · Colorado Springs, CO 80903 · (719) 636-9000 · Financial planningCRD 107196 · % of assets, Hourly charges, Fixed fees · $447.2 million AUMSEC registeredNo commissions reported
Planwiser Financial3710 Sinton Road, Suite 100 · Colorado Springs, CO 80907 · (719) 822-0808 · Financial planningCRD 331675 · % of assets, Hourly charges, Fixed fees · $169.1 million AUMSEC registeredNo commissions reportedSeamount Financial Group INC90 So Cascade Avenue, Suite 970 · Colorado Springs, CO 80903 · (719) 471-1171 · Financial planningCRD 107834 · % of assets, Hourly charges, Fixed fees · $745.2 million AUMSEC registeredNo commissions reportedSummit Wealth Group13710 Struthers Road, Suite 115 · Colorado Springs, CO 80921 · (719) 633-4033 · Financial planningCRD 335242 · % of assets, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedTargeted Wealth Solutions1755 Telstar Dr, 3rd Floor · Colorado Springs, CO 80920 · (303) 800-8179 · Financial planningCRD 282131 · % of assets, Hourly charges, Fixed fees · $71.7 million AUMState registeredNo commissions reported