Fee-OnlyFinder

Retirement plan consulting in Tampa, FL

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

All 18

Agw Capital Advisors511 W. Bay Street, Suite 310 · Tampa, FL 33606 · (813) 254-4700 · Flat / fixed feesCRD 150570 · % of assets, Fixed fees, Other · $1.7 billion AUMSEC registeredNo commissions reportedAssuredpartners Investment Advisors4600 W. Cypress Street, Suite 405 · Tampa, FL 33607 · (407) 708-0050 · Financial planningCRD 309550 · % of assets, Hourly charges, Fixed fees · $3.9 billion AUMSEC registeredNo commissions reportedCaliber Wealth Advisory4830 W Kennedy Blvd, Suite 600 · Tampa, FL 33609 · (813) 819-3400 · Financial planningCRD 289319 · % of assets, Fixed fees, Other · $24.1 million AUMState registeredNo commissions reportedCompass Financial Management LLC2422 W. Sunset Drive · Tampa, FL 33629 · (813) 597-6400 · Financial planningCRD 156345 · % of assets · $893.8 million AUMSEC registeredNo commissions reportedConcurrent Investment Advisors, LLC100 S. Ashley Drive, Suite 830 · Tampa, FL 33602 · (813) 709-8800 · Financial planningCRD 323135 · % of assets, Hourly charges, Fixed fees · $15.7 billion AUMSEC registeredNo commissions reportedDarwin Wealth Management4601 W North a Street · Tampa, FL 33609 · (813) 579-4074 · Financial planningCRD 166585 · % of assets, Hourly charges, Fixed fees · $614.5 million AUMSEC registeredNo commissions reportedDjp Wealth Management, LLC4830 West Kennedy Boulevard, Suite 600 · Tampa, FL 33609 · (800) 595-4042 · Financial planningCRD 153663 · % of assets, Fixed fees · $91.3 million AUMState registeredNo commissions reportedFidelis Capital4221 W Boy Scout Blvd, Suite 730 · Tampa, FL 33607 · (813) 934-6246 · Financial planningCRD 322287 · % of assets, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedGolden Road Advisors LLC615 W. De Leon St · Tampa, FL 33606 · (813) 491-1593 · Financial planningCRD 314077 · % of assets, Hourly charges, Fixed fees · $237.7 million AUMSEC registeredNo commissions reportedIndependent Financial Partners3030 North Rocky Point Drive West, Suite 700 · Tampa, FL 33607 · (813) 341-0960 · Financial planningCRD 125112 · % of assets, Hourly charges, Fixed fees · $16.3 billion AUMSEC registeredNo commissions reported
Jaffe Tilchin Investment Partners, LLC15350 N. Florida Ave. · Tampa, FL 33613 · (813) 963-2500 · Financial planningCRD 143608 · % of assets, Fixed fees, Performance-based fees · $2.4 billion AUMSEC registeredNo commissions reportedNorthbridge Financial Group, LLC4300 West Cypress Street, Meridian Two Building, Suite 370 · Tampa, FL 33607 · (813) 877-8000 · Financial planningCRD 310394 · % of assets, Hourly charges, Fixed fees · $413.1 million AUMSEC registeredNo commissions reportedPsi Advisors, LLC13059 W. Linebaugh Ave., Suite 102 · Tampa, FL 33626 · (813) 444-0337 · Financial planningCRD 285880 · % of assets, Hourly charges, Fixed fees · $800.9 million AUMSEC registeredNo commissions reportedSickle Hunter Financial Advisors1646 W Snow Avenue, Suite 144 · Tampa, FL 33606 · (813) 321-6423 · Financial planningCRD 172256 · % of assets, Hourly charges, Fixed fees · $45.0 million AUMState registeredNo commissions reportedSolist Financial442 W Kennedy Blvd, Suite 290 · Tampa, FL 33606 · (813) 294-3737 · Financial planningCRD 329317 · % of assets · $130.1 million AUMSEC registeredNo commissions reportedStronghold Wealth Management L.L.C.1005 West Cleveland Street · Tampa, FL 33606 · (813) 775-7099 · Financial planningCRD 161194 · % of assets · $172.9 million AUMSEC registeredNo commissions reportedStructure Wealth Management, LLC3325 W. Bearss Avenue · Tampa, FL 33618 · (813) 295-8906 · Financial planningCRD 343156 · % of assets, Hourly charges · $165.7 million AUMSEC registeredNo commissions reportedThe Baldwin Group Wealth Advisors, LLC4211 W. Boy Scout Blvd., Suite 800 · Tampa, FL 33607 · (813) 934-2743 · Financial planningCRD 312284 · % of assets, Hourly charges, Fixed fees · $27.3 billion AUMSEC registeredNo commissions reported