Fee-OnlyFinder

Retirement plan consulting in Sarasota, FL

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

All 9

Clarity Financial Design205 N Orange Ave, Suite 306 · Sarasota, FL 34236 · (407) 494-0593 · Financial planningCRD 316258 · % of assets, Fixed fees · $51.4 million AUMState registeredNo commissions reportedCumberland Advisors1 South School Avenue, Suite 900 · Sarasota, FL 34237 · (800) 257-7013 · Financial planningCRD 107964 · % of assets, Fixed fees, Other · $3.2 billion AUMSEC registeredNo commissions reportedGlobal Financial Private Client6000 Cattleridge Drive, Suite 200 · Sarasota, FL 34232 · (941) 441-1624 · Financial planningCRD 290006 · % of assets, Hourly charges, Fixed fees · $828.3 million AUMSEC registeredNo commissions reportedLake Water Advisory, LLC3001 Founders Club Drive · Sarasota, FL 34240 · (941) 587-1466 · Financial planningCRD 327854 · % of assets, Fixed fees · $82.6 million AUMState registeredNo commissions reportedNed Davis Research, INC.3665 Bee Ridge Road, Suite 306 · Sarasota, FL 34233 · (941) 412-2300 · Hourly feesCRD 112260 · Hourly charges, Subscription fees, Fixed fees · $2.2 million AUMSEC registeredNo commissions reportedRbf Capital Management, INC.3800 S. Tamiami Trail, Suite 327 · Sarasota, FL 34239 · (941) 870-1944 · Financial planningCRD 164524 · % of assets · $160.6 million AUMSEC registeredNo commissions reportedTrue Path Financial LLC1689 2nd Street, Suite 103 · Sarasota, FL 34236 · (941) 867-4745 · Financial planningCRD 336137 · % of assets, Fixed fees · $82.3 million AUMState registeredNo commissions reportedWalsh & Associates, LLC2350 Fruitville Rd, Suite 201 · Sarasota, FL 34237 · (941) 952-1188 · Financial planningCRD 144441 · % of assets, Fixed fees · $827.7 million AUMSEC registeredNo commissions reportedWealthgen Advisors, LLC1239 N Gulfstream Ave., Suite 4 · Sarasota, FL 34236 · (941) 706-4151 · Financial planningCRD 306196 · % of assets, Hourly charges, Fixed fees · $146.6 million AUMSEC registeredNo commissions reported