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Retirement plan consulting in Miami, FL

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

All 20

Barnett Capital Advisors LLC444 Brickell Ave, Suite 820 · Miami, FL 33131 · (305) 328-8538 · Financial planningCRD 159113 · % of assets, Hourly charges, Fixed fees · $161.1 million AUMSEC registeredNo commissions reportedBrice Financial Advisors INC2000 N Bayshore Dr Ste 210 · Miami, FL 33137 · (561) 536-8187 · Flat / fixed feesCRD 326528 · % of assets, Fixed fees · $2.3 million AUMState registeredNo commissions reportedBrickell Financial Group LLC848 Brickell Avenue, Ph 5 · Miami, FL 33131 · (305) 602-2402 · Financial planningCRD 283974 · % of assets, Hourly charges, Fixed fees · $18.0 million AUMState registeredNo commissions reportedCamerondowning, INC.101 Nw 8th St., Suite 200 · Miami, FL 33136 · (305) 564-3794 · Financial planningCRD 172258 · % of assets, Hourly charges, Fixed fees · $40.5 million AUMState registeredNo commissions reportedContrast Capital Management, LLC1688 Meridian Ave, 7th Floor · Miami, FL 33139 · (617) 388-1529 · % of assets managedCRD 163534 · % of assets, Performance-based fees · $82.7 million AUMState registeredNo commissions reportedCoral Wealth Management, LLC20801 Biscayne Blvd., Suite 403 · Miami, FL 33180 · (305) 671-3914 · Financial planningCRD 307117 · % of assets, Hourly charges, Fixed fees · $124.3 million AUMSEC registeredNo commissions reportedCorient830 Brickell Plaza, Suite 4800 · Miami, FL 33131 · (305) 735-2020 · Financial planningCRD 319448 · % of assets, Hourly charges, Fixed fees · $165.3 billion AUMSEC registeredNo commissions reportedEm Financial Services, LLC13500 Sw 88th St., Suite 287 · Miami, FL 33186 · (305) 509-8462 · Financial planningCRD 337368 · % of assets, Hourly charges, Fixed fees · $1.4 million AUMState registeredNo commissions reportedGalapagos Advisory LLC201 S Biscayne Blvd, Suite 1220 · Miami, FL 33131 · (305) 515-5878 · Financial planningCRD 322042 · % of assets, Fixed fees · $395.7 million AUMSEC registeredNo commissions reportedHighrise Wealth Management9495 Sw 72 St., Unit 270b · Miami, FL 33173 · (786) 370-6125 · Financial planningCRD 316327 · % of assets, Fixed fees · $17.6 million AUMState registeredNo commissions reported
Ingham Retirement Group9350 South Dixie Highway, Suite 1560 · Miami, FL 33156 · (305) 671-2200 · Financial planningCRD 106299 · % of assets · $2.6 billion AUMSEC registeredNo commissions reportedKaufman Rossin Wealth, LLC3310 Mary Street, Suite 501 · Miami, FL 33133 · (305) 646-6071 · Financial planningCRD 301921 · % of assets, Hourly charges · $506.7 million AUMSEC registeredNo commissions reportedLongman Wealthcare Management, LLC11098 Biscayne Boulevard, Suite 304 · Miami, FL 33161 · (305) 892-8598 · Financial planningCRD 110555 · % of assets, Hourly charges, Fixed fees · $78.6 million AUMState registeredNo commissions reportedRm Private Wealth Management801 Brickell Ave, Suite 800 · Miami, FL 33131 · (571) 332-7618 · Financial planningCRD 300082 · % of assets, Hourly charges · $340.9 million AUMSEC registeredNo commissions reportedSanctuary Advisors, LLC1450 Brickell Avenue, Suite 2120 · Miami, FL 33131 · (317) 975-7729 · Financial planningCRD 226606 · % of assets, Hourly charges, Fixed fees · $34.9 billion AUMSEC registeredNo commissions reportedSulzberger Capital Advisors, INC.4500 Biscayne Boulevard, Suite 205 · Miami, FL 33137 · (305) 573-4900 · Financial planningCRD 174673 · % of assets · $117.1 million AUMSEC registeredNo commissions reportedThe World Changers Investments, LLC7700 N. Kendall Drive, Suite 509 · Miami, FL 33156 · (212) 363-1600 · % of assets managedCRD 326532 · % of assets · $10.9 million AUMState registeredNo commissions reportedTransparenza Advisors LLC1395 Brickell Avenue, Suite 800 · Miami, FL 33131 · (786) 702-0078 · % of assets managedCRD 331554 · % of assets, Performance-based fees · $23.1 million AUMState registeredNo commissions reportedUcap Americas1221 Brickell Avenue, Suite 2040 · Miami, FL 33131 · (646) 809-3600 · % of assets managedCRD 170846 · % of assets, Other · $208.2 million AUMSEC registeredNo commissions reportedWakeful1200 Brickell Ave., Suite 1700b · Miami, FL 33131 · (305) 582-3796 · Financial planningCRD 144640 · % of assets · $54.7 million AUMState registeredNo commissions reported