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Retirement plan consulting in Athens, GA

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

All 8

Cannon Financial Strategists, INC.649-8 South Milledge Ave · Athens, GA 30605 · (706) 548-3422 · Financial planningCRD 133509 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedCarson Advisory Group470 Hill St. · Athens, GA 30601 · (706) 543-6578 · Financial planningCRD 117410 · % of assets, Hourly charges, Fixed fees · $864.9 million AUMSEC registeredNo commissions reportedClark Brown, LLC215 Hawthorne Park, Suite B · Athens, GA 30606 · (706) 410-1600 · Financial planningCRD 323011 · % of assets, Hourly charges, Fixed fees · $27.7 million AUMState registeredNo commissions reportedElevate Wealth Advisory, INC.2500 Daniells Bridge Rd, Building 200, Suite 2b · Athens, GA 30606 · (706) 353-2728 · Financial planningCRD 149713 · % of assets, Hourly charges, Fixed fees · $385.5 million AUMSEC registeredNo commissions reportedElwood & Goetz687 S Milledge Ave · Athens, GA 30605 · (706) 548-1025 · Financial planningCRD 154839 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedFully Financial295 W Clayton St, Suite 100-B · Athens, GA 30601 · (706) 389-8426 · Financial planningCRD 326015 · % of assets, Hourly charges, Fixed fees · $111.1 million AUMSEC registeredNo commissions reportedLangley Wealth Management325 N. Millidge Ave. · Athens, GA 30601 · (678) 898-4155 · Financial planningCRD 292543 · % of assets, Hourly charges, Fixed fees · $31.4 million AUMState registeredNo commissions reportedLanier Financial Group LLC490 N. Milledge Avenue · Athens, GA 30601 · (404) 882-2628 · Financial planningCRD 152945 · % of assets, Hourly charges, Fixed fees · $236.2 million AUMSEC registeredNo commissions reported