Fee-OnlyFinder

Retirement plan consulting in Boca Raton, FL

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

All 14

Cs Advisors INC.7999 N Federal Hwy, Suite 101 · Boca Raton, FL 33487 · (561) 241-9301 · Financial planningCRD 130729 · % of assets, Hourly charges, Fixed fees · $118.0 million AUMSEC registeredNo commissions reportedFinancial Trust Asset Management Chartered10055 Yamato Road, Suite 103 · Boca Raton, FL 33498 · (561) 391-8188 · Financial planningCRD 108998 · % of assets · $141.9 million AUMSEC registeredNo commissions reportedGreenline Wealth Management301 Yamato Road, Suite 3151 · Boca Raton, FL 33431 · (561) 405-6609 · Financial planningCRD 298397 · % of assets, Hourly charges, Fixed fees · $117.0 million AUMSEC registeredNo commissions reportedImz Advisory INC.137 W. Royal Palm Road · Boca Raton, FL 33432 · (561) 368-2336 · Flat / fixed feesCRD 314890 · % of assets, Fixed fees · $452.7 million AUMSEC registeredNo commissions reportedJkm Wealth Management INC5550 Glades Road, Suite 500 · Boca Raton, FL 33431 · (561) 213-1399 · Financial planningCRD 297564 · % of assets, Hourly charges, Fixed fees · $44.6 million AUMState registeredNo commissions reportedNoesis Capital Management CorpFountain Square, 2700 North Military Trail, Suite 210 · Boca Raton, FL 33431 · (561) 999-9888 · Financial planningCRD 110819 · % of assets, Fixed fees · $876.9 million AUMSEC registeredNo commissions reportedOne Wealth Investors1489 W Palmetto Park Road, Suite 500 · Boca Raton, FL 33486 · (561) 289-8105 · Financial planningCRD 288030 · % of assets, Hourly charges, Fixed fees · $193.5 million AUMSEC registeredNo commissions reportedPalm Wealth Partners7100 W Camino Real, Ste 302-1/44 · Boca Raton, FL 33433 · (954) 632-2555 · Financial planningCRD 323361 · % of assets, Hourly charges, Fixed fees · $179.3 million AUMSEC registeredNo commissions reportedProathlete Wealth Management LLC4401 N. Federal Highway, Suite 201 · Boca Raton, FL 33431 · (561) 988-5540 · Financial planningCRD 317372 · % of assets · $402.2 million AUMSEC registeredNo commissions reportedReshape Wealth1200 N Federal Highway, Suite 300 · Boca Raton, FL 33432 · (646) 626-7902 · Financial planningCRD 330582 · % of assets, Hourly charges, Fixed fees · $232.2 million AUMSEC registeredNo commissions reported
Rwa Advisors1200 N. Federal Highway, Suite 200 · Boca Raton, FL 33432 · (561) 288-1160 · Financial planningCRD 150120 · % of assets · $199.1 million AUMSEC registeredNo commissions reportedSinger Wealth Advisors LLC1515 S. Federal Highway, Suite 302 · Boca Raton, FL 33432 · (561) 998-9985 · Financial planningCRD 317218 · % of assets, Fixed fees · $910.6 million AUMSEC registeredNo commissions reportedSlavic Mutual Funds Management Corp.1075 Broken Sound Parkway Nw, Suite 100 · Boca Raton, FL 33487 · (561) 241-9244 · % of assets managedCRD 113833 · % of assets · $5.0 billion AUMSEC registeredNo commissions reportedThe Retirement Readiness Institute7777 Glades Rd., Suite 100 · Boca Raton, FL 33434 · (561) 296-3331 · Flat / fixed feesCRD 151123 · % of assets, Fixed fees · $18.3 million AUMState registeredNo commissions reported