Retirement plan consulting in West Palm Beach, FL

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

All 4

Ibex Wealth Advisors, LLC500 S. Australian Ave., Suite 600 · West Palm Beach, FL 33401 · (908) 849-4800 · Financial planningCRD 168674 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reported Integrated Retirement Advisors, LLC515 N Flagler Drive, Suite 350 · West Palm Beach, FL 33401 · (561) 889-0550 · Financial planningCRD 300013 · % of assets, Hourly charges · $17.0 million AUMState registeredNo commissions reported Ruggiero Investments500 S. Austrailian Avenue, Suite 608 · West Palm Beach, FL 33401 · (800) 777-4726 · Financial planningCRD 169180 · % of assets, Hourly charges, Fixed fees · $137.6 million AUMSEC registeredNo commissions reported Whalerock Point Partners, LLC319 Clematis Street, Suite 610 · West Palm Beach, FL 33401 · (401) 228-7799 · Flat / fixed feesCRD 140781 · % of assets, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reported