Retirement plan consulting in Clearwater, FL

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

All 4

Blue Ocean Wealth Management, LLC2454 N McMullen Booth Rd, Suite 700 · Clearwater, FL 33759 · (727) 243-3030 · Financial planningCRD 284550 · % of assets · $23.7 million AUMState registeredNo commissions reported Csenge Advisory Group, LLC4755 East Bay Drive · Clearwater, FL 33764 · (727) 437-6000 · Financial planningCRD 131167 · % of assets, Hourly charges, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reported Flaharty Asset Management, LLC311 Park Place Blvd., Suite 150 · Clearwater, FL 33759 · (727) 252-1050 · Financial planningCRD 168495 · % of assets, Hourly charges, Fixed fees · $901.6 million AUMSEC registeredNo commissions reported Indivisible Partners114 Turner Street · Clearwater, FL 33756 · (732) 306-5490 · Financial planningCRD 332431 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reported