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Retirement plan consulting in Orlando, FL

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

All 15

American Harbour Wealth Management, LLC7009 Dr Phillips Blvd, Suite 260 · Orlando, FL 32819 · (407) 484-3819 · Financial planningCRD 322018 · % of assets, Hourly charges, Fixed fees · $94.7 million AUMState registeredNo commissions reportedBlacktower Financial Management (US) LLC4700 Millenia Boulevard, Sute 175 · Orlando, FL 32839 · (407) 362-7753 · Financial planningCRD 289142 · % of assets, Fixed fees · $254.4 million AUMSEC registeredNo commissions reportedBlueskye Investment Advisers, LLC618 E. South St, Suite 500 · Orlando, FL 32801 · (321) 266-4360 · Flat / fixed feesCRD 161097 · % of assets, Fixed fees, Performance-based fees · $70.5 million AUMState registeredNo commissions reportedBurgess Chambers & Associates INC315 E. Robinson Street, Suite 690 · Orlando, FL 32801 · (407) 644-0111 · Hourly feesCRD 110164 · % of assets, Hourly charges, Fixed fees · $165.9 million AUMSEC registeredNo commissions reportedCogent Private Wealth420 S. Orange Ave., Suite 825 · Orlando, FL 32801 · (407) 887-4965 · Financial planningCRD 319092 · % of assets, Fixed fees · $250.3 million AUMSEC registeredNo commissions reportedElevation Advisory Partners LLC3505 Lake Lynda Drive, Suite 200 · Orlando, FL 32817 · (913) 827-4588 · Financial planningCRD 312170 · % of assets, Fixed fees, Other · $226.0 million AUMSEC registeredNo commissions reportedHoxton Wealth100 East Pine Street, Suite 110 · Orlando, FL 32801 · (407) 248-1211 · Financial planningCRD 307387 · % of assets, Fixed fees, Other · $803.5 million AUMSEC registeredNo commissions reportedInternational Assets Investment Management, LLC111 North Orange Avenue, Suite 1000 · Orlando, FL 32801 · (407) 254-1500 · Financial planningCRD 144426 · % of assets, Hourly charges, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedInvestably LLC300 S Orange Ave., Suite 1000 · Orlando, FL 32801 · (689) 220-1358 · Financial planningCRD 315745 · % of assets, Hourly charges, Fixed fees · $2.7 million AUMState registeredNo commissions reportedJake Carris Financial Planning5401 S. Kirkman Rd, Ste. 215 · Orlando, FL 32819 · (407) 489-1186 · Financial planningCRD 290061 · % of assets, Hourly charges, Fixed fees · $109.7 million AUMSEC registeredNo commissions reported
Moisand Fitzgerald Tamayo, LLC300 South Orange Avenue, Suite 1170 · Orlando, FL 32801 · (407) 869-6228 · Financial planningCRD 109419 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedOakmonte Wealth Management3700 S Conway Rd, Ste 112 · Orlando, FL 32812 · (407) 412-9255 · Financial planningCRD 304150 · % of assets, Fixed fees · $44.2 million AUMState registeredNo commissions reportedSummit Wealth Partners, LLC800 N. Orange Avenue, Suite 302 · Orlando, FL 32801 · (407) 656-2252 · Financial planningCRD 283648 · % of assets, Hourly charges, Fixed fees · $675.7 million AUMSEC registeredNo commissions reportedWisdom Planning Group3322 Clay Ave · Orlando, FL 32804 · (407) 462-5486 · Financial planningCRD 305721 · % of assets, Fixed fees · $112.9 million AUMSEC registeredNo commissions reportedYandell Investments, LLC626 West Yale Street · Orlando, FL 32804 · (407) 898-5777 · Financial planningCRD 332642 · % of assets, Hourly charges, Fixed fees · $171.0 million AUMSEC registeredNo commissions reported