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Retirement plan consulting in Alpharetta, GA

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

All 8

Clear Investment Research, LLC284 S. Main Street, Suite 900 · Alpharetta, GA 30009 · (678) 293-8667 · Financial planningCRD 172685 · % of assets, Hourly charges, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reportedIntegras Partners, LLC3180 North Point Parkway, Suite 102 · Alpharetta, GA 30005 · (404) 941-2800 · Financial planningCRD 172979 · % of assets · $244.8 million AUMSEC registeredNo commissions reportedMerit Financial Advisors2400 Lakeview Parkway, Suite 550 · Alpharetta, GA 30009 · (678) 867-7050 · Financial planningCRD 142457 · % of assets, Hourly charges, Fixed fees · $23.9 billion AUMSEC registeredNo commissions reportedMrp Capital Investments, LLC8440 Holcomb Bridge Road, Suite 520 · Alpharetta, GA 30022 · (404) 274-7851 · Financial planningCRD 167256 · % of assets · $227.6 million AUMSEC registeredNo commissions reportedNorthstar Investment Partners3255 North Point Pkwy, Ste 103 · Alpharetta, GA 30005 · (770) 559-6220 · Financial planningCRD 340596 · % of assets, Fixed fees · $37.5 million AUMState registeredNo commissions reportedPgi Wealth Management13680 Highway 9, Suite C100 · Alpharetta, GA 30004 · (888) 493-9022 · Financial planningCRD 297517 · % of assets, Fixed fees · $930.6 million AUMSEC registeredNo commissions reportedPower Wealth Management2400 Lakeview Pkwy, Suite 675 · Alpharetta, GA 30009 · (404) 889-8919 · Financial planningCRD 315101 · % of assets, Fixed fees · $429.9 million AUMSEC registeredNo commissions reportedWealth With No Regrets®12600 Deerfield Parkway, Suite 475 · Alpharetta, GA 30004 · (678) 278-9632 · Financial planningCRD 159201 · % of assets, Fixed fees · $214.4 million AUMSEC registeredNo commissions reported