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Retirement plan consulting in Westport, CT

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

All 5

Brennan Capital Management LLC8 Wright Street, Suite 107 · Westport, CT 06880 · (267) 630-2781 · Financial planningCRD 316432 · % of assets, Hourly charges, Fixed fees · $40.8 million AUMState registeredNo commissions reportedCfig Investment Advisory Services, LLC1555 Post Road East, Suite 206 · Westport, CT 06880 · (203) 971-1910 · Financial planningCRD 148261 · % of assets, Hourly charges, Fixed fees · $31.4 million AUMState registeredNo commissions reportedCoastal Bridge Advisors54 Wilton Road, 1st Floor · Westport, CT 06880 · (203) 683-1530 · Financial planningCRD 152569 · % of assets, Hourly charges, Fixed fees · $5.0 billion AUMSEC registeredNo commissions reportedLcr Wealth Management LLC518 Riverside Ave, Building A, Floor 2 · Westport, CT 06880 · (203) 780-2272 · Financial planningCRD 313013 · % of assets · $151.8 million AUMSEC registeredNo commissions reportedThird View Private Wealth257 Riverside Avenue, Suite 301 · Westport, CT 06880 · (860) 759-0650 · Financial planningCRD 335591 · % of assets, Fixed fees, Performance-based fees · $1.2 billion AUMSEC registeredNo commissions reported