Fee-OnlyFinder

Retirement plan consulting in Jacksonville, FL

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

All 9

369 Financial LLC9428 Baymeadows Rd, Suite 502 · Jacksonville, FL 32256 · (904) 746-9485 · Financial planningCRD 307530 · % of assets, Hourly charges, Fixed fees · $12.3 million AUMState registeredNo commissions reportedCapital Asset Advisory, INC.8825 Perimeter Park Blvd. Suite 203 · Jacksonville, FL 32216 · (904) 997-1221 · Financial planningCRD 125685 · % of assets, Hourly charges, Fixed fees · $60.6 million AUMState registeredNo commissions reportedCovingtonalsina2114 Oak Street · Jacksonville, FL 32204 · (904) 449-7326 · Financial planningCRD 326810 · % of assets, Hourly charges, Fixed fees · $282.9 million AUMSEC registeredNo commissions reportedJlp Investments12574 Flagler Center Blvd, Ste 101 · Jacksonville, FL 32258 · (904) 634-7780 · Financial planningCRD 330948 · % of assets, Hourly charges, Fixed fees · $12.8 million AUMState registeredNo commissions reportedLife Planning Partners, INC.6550 St. Augustine Road, Suite 302 · Jacksonville, FL 32217 · (904) 448-5158 · Financial planningCRD 129338 · Hourly charges, Fixed fees · $354.0 million AUMSEC registeredNo commissions reportedMadden Advisory Services, INC.5200 Belfort Road, Suite 410 · Jacksonville, FL 32256 · (904) 296-1127 · Financial planningCRD 112607 · % of assets, Hourly charges, Fixed fees · $291.7 million AUMSEC registeredNo commissions reportedMash Financial Planning8833 Perimeter Park Blvd, Suite 1003 · Jacksonville, FL 32216 · (904) 449-7600 · Financial planningCRD 300937 · % of assets, Fixed fees · $13.9 million AUMState registeredNo commissions reportedNesteggs, INC.10407 Centurion Parkway North, Suite 126 · Jacksonville, FL 32256 · (904) 348-3131 · Financial planningCRD 133507 · % of assets, Hourly charges, Fixed fees · $911.3 million AUMSEC registeredNo commissions reportedSchaffer & Company Asset Management, INC.13616 Queens Harbor Blvd N · Jacksonville, FL 32225 · (585) 563-8626 · Financial planningCRD 138463 · % of assets, Hourly charges, Fixed fees · $90.8 million AUMSEC registeredNo commissions reported