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Retirement plan consulting in Stamford, CT

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

All 5

Granite Group Advisors, LLC1 Landmark Square, Suite 426 · Stamford, CT 06901 · (203) 210-7814 · Flat / fixed feesCRD 127357 · % of assets, Fixed fees, Performance-based fees · $829.6 million AUMSEC registeredNo commissions reportedIntegra Global Advisors LLC281 Tresser Boulevard - Suite 401 · Stamford, CT 06901 · (203) 266-3942 · Financial planningCRD 288511 · % of assets, Performance-based fees · $684.1 million AUMSEC registeredNo commissions reportedLumenai700 Canal Street · Stamford, CT 06902 · (203) 807-1013 · % of assets managedCRD 309918 · % of assets · $30.3 million AUMState registeredNo commissions reportedSovereign Financial Group, INC.35 West Broad Street, Suite 100 · Stamford, CT 06902 · (888) 765-8180 · Financial planningCRD 294314 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedSteward Partners Investment Advisory, LLC400 Atlantic Street, Floor 10, Suite 1020 · Stamford, CT 06901 · (866) 694-7769 · Financial planningCRD 283004 · % of assets, Hourly charges, Fixed fees · $36.7 billion AUMSEC registeredNo commissions reported