Fee-OnlyFinder

Retirement plan consulting in Washington, DC

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

All 4

Burkholder & Associates, LLC1250 Connecticut Ave Nw, 7th Floor · Washington, DC 20036 · (301) 778-9970 · Financial planningCRD 313338 · % of assets, Hourly charges, Fixed fees · $287.4 million AUMSEC registeredNo commissions reportedCapital Area Planning Group1255 Union Street Ne, 7th Floor · Washington, DC 20002 · (202) 916-5624 · Financial planningCRD 333056 · % of assets, Fixed fees · $64.8 million AUMState registeredNo commissions reportedF/m Investments LLC900 19th St Nw, Suite 203 · Washington, DC 20006 · (202) 839-4910 · Flat / fixed feesCRD 304405 · % of assets, Fixed fees · $17.7 billion AUMSEC registeredNo commissions reportedTyndale Investments, LLC1750 K Street, Nw, Suite 1200 · Washington, DC 20006 · (202) 255-9018 · Financial planningCRD 163581 · % of assets, Hourly charges, Fixed fees · $46.0 million AUMState registeredNo commissions reported