Retirement plan consulting in Lake Mary, FL

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

All 4

Coastal Wealth Advisory Services, LLC2500 W. Lake Mary Blvd, Suite 215 · Lake Mary, FL 32746 · (407) 878-3424 · % of assets managedCRD 306986 · % of assets · $20.3 million AUMState registeredNo commissions reported Familywealth255 Primera Blvd, Suite 160 · Lake Mary, FL 32746 · (866) 746-3743 · Financial planningCRD 289193 · % of assets, Fixed fees · $394.6 million AUMSEC registeredNo commissions reported Jackson Wealth Management, LLC755 Primera Blvd, Suite 1001 · Lake Mary, FL 32746 · (407) 585-0235 · Financial planningCRD 147642 · % of assets, Hourly charges · $1.1 billion AUMSEC registeredNo commissions reported Qtr Family Wealth, LLC605 Crescent Executive Court, Suite 104 · Lake Mary, FL 32746 · (407) 745-0715 · Financial planningCRD 331655 · % of assets, Hourly charges, Fixed fees · $749.3 million AUMSEC registeredNo commissions reported