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Retirement plan consulting in Coral Gables, FL

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

All 14

Angelus Investment Consulting, INC.2100 Ponce De Leon Blvd., Ste. 960 · Coral Gables, FL 33134 · (305) 928-1551 · Financial planningCRD 281413 · % of assets, Hourly charges, Fixed fees · $226.0 million AUMSEC registeredNo commissions reportedAscent Wealth Management Group, LLC1600 Ponce De Leon Blvd, Suite 1000 · Coral Gables, FL 33134 · (305) 444-7317 · Financial planningCRD 325532 · % of assets, Hourly charges, Fixed fees · $40.0 million AUMState registeredNo commissions reportedAtlantic Family Wealth, LLC6705 S Red Road, Suite 604 · Coral Gables, FL 33143 · (305) 222-0977 · % of assets managedCRD 171062 · % of assets · $210.1 million AUMSEC registeredNo commissions reportedAzzendo Wealth Advisors901 Ponce De Leon Blvd., Suite 501 · Coral Gables, FL 33134 · (305) 648-9814 · Financial planningCRD 145919 · % of assets, Hourly charges, Fixed fees · $300.1 million AUMSEC registeredNo commissions reportedBayshore Wealth Advisors121 Alhambra Plaza, Suite 1210 · Coral Gables, FL 33134 · (786) 888-9400 · % of assets managedCRD 144191 · % of assets · $740.1 million AUMSEC registeredNo commissions reportedCantata Wealth Management, LLC2525 Ponce De Leon Blvd., Suite 300 · Coral Gables, FL 33134 · (844) 226-8282 · Financial planningCRD 332526 · % of assets, Fixed fees · $101.1 million AUMSEC registeredNo commissions reportedEntelevest, LLC121 Alhambra Plaza, Suite 1209 · Coral Gables, FL 33134 · (305) 390-4197 · Financial planningCRD 318115 · % of assets, Hourly charges, Fixed fees · $147.0 million AUMSEC registeredNo commissions reportedEvensky & Katz/foldes Wealth Management4000 Ponce De Leon Boulevard, Suite 850 · Coral Gables, FL 33146 · (305) 448-8882 · Financial planningCRD 109698 · % of assets, Hourly charges, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reportedFendz Asset Management, INC.232 Andalusia Ave, #202 · Coral Gables, FL 33134 · (305) 562-1944 · Financial planningCRD 144629 · % of assets, Other · $14.9 million AUMState registeredNo commissions reportedGenesis Wealth Management, INC.2525 Ponce De Leon Blvd., Suite 300 · Coral Gables, FL 33134 · (786) 393-6960 · Financial planningCRD 157441 · % of assets, Hourly charges, Fixed fees · $91.1 million AUMState registeredNo commissions reported
Millares Asset Management, LLC500 South Dixie Highway, Suite 201 · Coral Gables, FL 33146 · (305) 662-9649 · Financial planningCRD 144620 · % of assets, Hourly charges, Fixed fees · $236.2 million AUMSEC registeredNo commissions reportedNortheast Capital Management, INC.2020 Ponce Deleon Blvd, Suite 1205b · Coral Gables, FL 33134 · (508) 207-6000 · % of assets managedCRD 128508 · % of assets · $105.3 million AUMState registeredNo commissions reportedPortfolio Resources Advisor Group, INC.4000 Ponce De Leon Blvd Ste 670 · Coral Gables, FL 33146 · (305) 372-0299 · Financial planningCRD 144601 · % of assets, Hourly charges, Fixed fees · $121.9 million AUMSEC registeredNo commissions reportedVim Wealth Management, LLC2332 Galiano St., 2nd Floor · Coral Gables, FL 33134 · (305) 905-8950 · Financial planningCRD 311641 · % of assets, Hourly charges, Subscription fees · $31.1 million AUMState registeredNo commissions reported