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Retirement plan consulting in Atlanta, GA

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

All 54

Adapt Wealth Advisors, LLC6285 Barfield Rd., Suite 250 · Atlanta, GA 30328 · (404) 594-5559 · Financial planningCRD 329448 · % of assets, Hourly charges, Fixed fees · $469.2 million AUMSEC registeredNo commissions reportedAprio Wealth Management, LLC2002 Summit Boulevard, Suite 120 · Atlanta, GA 30319 · (404) 892-9651 · Financial planningCRD 127333 · % of assets, Hourly charges, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reportedArkadios Wealth Advisors2827 Peachtree Rd Ne, Suite 510 · Atlanta, GA 30305 · (404) 445-0035 · Financial planningCRD 288863 · % of assets, Hourly charges, Fixed fees · $8.8 billion AUMSEC registeredNo commissions reportedAvid Wealth Management Group, LLC3330 Cumberland Blvd, Suite 1000 · Atlanta, GA 30339 · (678) 306-1209 · % of assets managedCRD 125810 · % of assets, Other · $96.4 million AUMState registeredNo commissions reportedBeacon Global Advisor Network, LLCOne Glenlake Parkway, Suite 650 · Atlanta, GA 30328 · (888) 679-6474 · Financial planningCRD 288833 · % of assets, Hourly charges, Fixed fees · $745.1 million AUMSEC registeredNo commissions reportedBison Wealth, LLC3550 Lenox Road Ne, Suite 2550 · Atlanta, GA 30326 · (404) 841-2224 · Financial planningCRD 299805 · % of assets, Hourly charges, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedCapital Investment Advisors, LLC10 Glenlake Parkway, North Tower, Suite 1000 · Atlanta, GA 30328 · (404) 531-0018 · Financial planningCRD 158055 · % of assets, Fixed fees, Other · $8.2 billion AUMSEC registeredNo commissions reportedCigx, LLC3350 Riverwood Pkwy., Ste.1900 · Atlanta, GA 30339 · (770) 374-3146 · Financial planningCRD 149934 · % of assets, Hourly charges · $42.0 million AUMState registeredNo commissions reportedConsequent Capital Management, LLC3344 Peachtree Road, Suite 800 · Atlanta, GA 30326 · (404) 883-2500 · Flat / fixed feesCRD 285262 · Fixed feesSEC registeredNo commissions reportedE2e Financial5555 Glenridge Connector,, Suite 200 · Atlanta, GA 30342 · (678) 664-9745 · Financial planningCRD 338290 · % of assets, Hourly charges, Fixed fees · $50.7 million AUMState registeredNo commissions reported
Epg Wealth Management LLC309 East Paces Ferry Rd Ne, Ste 900 · Atlanta, GA 30305 · (404) 809-3680 · Financial planningCRD 302075 · % of assets, Hourly charges, Fixed fees · $579.1 million AUMSEC registeredNo commissions reportedEstate Management Counselors,llc5064 Roswell Road, Suite C-300 · Atlanta, GA 30342 · (404) 250-9798 · Financial planningCRD 126624 · % of assets, Hourly charges, Fixed fees · $294.3 million AUMSEC registeredNo commissions reportedFiduciaryvest, LLC5600 Roswell Road, Building C · Atlanta, GA 30342 · (404) 446-1270 · Financial planningCRD 134351 · % of assets, Hourly charges, Fixed fees · $4.9 billion AUMSEC registeredNo commissions reportedFinancial Innovations, LLC6111 Peachtree Dunwoody Road, Suite F101 · Atlanta, GA 30328 · (404) 458-0065 · Financial planningCRD 142769 · % of assets, Hourly charges, Fixed fees · $535.2 million AUMSEC registeredNo commissions reportedHamilton Capital Partners, LLC3400 Peachtree Road, Ne, North Tower, Suite 125 · Atlanta, GA 30326 · (678) 802-4974 · Financial planningCRD 314344 · % of assets, Hourly charges, Fixed fees · $444.0 million AUMSEC registeredNo commissions reportedHighbrook Capital Partners3490 Piedmont Road, Suite 650 · Atlanta, GA 30305 · (404) 850-2550 · Financial planningCRD 338408 · % of assets, Hourly charges, Fixed fees · $509.1 million AUMSEC registeredNo commissions reportedHolcombe Financial, INC.4151 Ashford Dunwoody Road, Suite 165 · Atlanta, GA 30319 · (404) 257-3317 · Financial planningCRD 142238 · % of assets, Hourly charges, Fixed fees · $451.6 million AUMSEC registeredNo commissions reportedIfg Advisory, LLC200 Ashford Center North, Suite 400 · Atlanta, GA 30338 · (770) 353-6400 · Financial planningCRD 168012 · % of assets, Hourly charges, Fixed fees · $4.8 billion AUMSEC registeredNo commissions reportedInvestors Asset Management of Georgia INC7000 Peachtree Dunwoody Road, Bldg 9 Suite 200 · Atlanta, GA 30328 · (770) 394-5619 · Financial planningCRD 106796 · % of assets, Hourly charges, Fixed fees · $502.0 million AUMSEC registeredNo commissions reportedIra Group, INC.1230 Peachtree Street Ne, Suite 3800 · Atlanta, GA 30309 · (404) 760-3730 · Financial planningCRD 126246 · % of assets, Fixed fees, Other · $15.4 billion AUMSEC registeredNo commissions reportedIrc Wealth3050 Peachtree Road Nw, Suite 220 · Atlanta, GA 30305 · (404) 968-9348 · Financial planningCRD 132022 · % of assets, Fixed fees · $666.7 million AUMSEC registeredNo commissions reportedLarge and Gilbert Wealth Advisory6849 Peachtree Dunwoody Road, Building A1 · Atlanta, GA 30328 · (770) 698-9816 · Financial planningCRD 129301 · % of assets, Hourly charges, Fixed fees · $247.4 million AUMSEC registeredNo commissions reportedLcg Associates, INC.400 Galleria Parkway, Suite 1800 · Atlanta, GA 30339 · (770) 644-0100 · Flat / fixed feesCRD 105971 · % of assets, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedLcp Institutional, LLCThe Arts Center Tower, 1270 West Peachtree Street, Suite 3 · Atlanta, GA 30309 · (470) 326-7920 · Financial planningCRD 325133 · % of assets, Other · $3.2 billion AUMSEC registeredNo commissions reportedLongview Wealth Management5605 Glenridge Drive, Suite 300 · Atlanta, GA 30342 · (404) 843-3100 · Financial planningCRD 136214 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedMain Street Financial Group LLC1274 Kittredge CT · Atlanta, GA 30329 · (678) 436-8760 · Financial planningCRD 334392 · % of assets, Hourly charges, Fixed fees · $18.3 million AUMState registeredNo commissions reportedMcKinney Asset Management INC.3350 Riverwood Pkwy Se Suite 1900 · Atlanta, GA 30339 · (404) 567-5026 · % of assets managedCRD 105592 · % of assets · $38.0 million AUMState registeredNo commissions reportedMetcalf Investment Management, LLC400 Galleria Pkwy, Suite 1500 · Atlanta, GA 30339 · (404) 606-3790 · Flat / fixed feesCRD 307993 · % of assets, Fixed fees · $2.6 million AUMState registeredNo commissions reportedMonterey Wealth200 Ashford Center North, Suite 220 · Atlanta, GA 30338 · (404) 201-2285 · Financial planningCRD 172577 · % of assets, Hourly charges, Fixed fees · $300.1 million AUMSEC registeredNo commissions reportedNicholas Hoffman & Company, LLCTwo Midtown Plaza, 1349 West Peachtree Street St. Nw, Suite 1050 · Atlanta, GA 30309 · (404) 815-5050 · Financial planningCRD 144516 · % of assets, Fixed fees, Performance-based fees · $8.3 billion AUMSEC registeredNo commissions reportedNora Wealth1201 Peachtree Street Ne, Building 400, Suite 100 · Atlanta, GA 30361 · (404) 475-4870 · Financial planningCRD 285098 · % of assets, Hourly charges, Fixed fees · $83.7 million AUMState registeredNo commissions reportedOpenarc Corporate Advisory, LLC3550 Peachtree Road Ne, Floor 7 · Atlanta, GA 30326 · (844) 648-6001 · Financial planningCRD 336837 · % of assets, Hourly charges, Fixed fees · $10.1 billion AUMSEC registeredNo commissions reportedOsaic Advisory Services, LLC2300 Windy Ridge Parkway, Suite 750 · Atlanta, GA 30339 · (866) 580-8219 · Financial planningCRD 171070 · % of assets, Hourly charges, Fixed fees · $15.5 billion AUMSEC registeredNo commissions reportedPaces Ferry Wealth Advisors, LLC2849 Paces Ferry Road, Suite 660 · Atlanta, GA 30339 · (404) 480-5200 · Financial planningCRD 300057 · % of assets, Fixed fees · $491.2 million AUMSEC registeredNo commissions reportedPeachtree Wealth Advisors, INC300 W. Wieuca Road, Suite A205 · Atlanta, GA 30342 · (404) 531-0965 · Financial planningCRD 139779 · % of assets, Fixed fees · $436.8 million AUMSEC registeredNo commissions reportedPersium Advisors, LLC2100 Riveredge Parkway, Suite 1230 · Atlanta, GA 30328 · (678) 322-3000 · Financial planningCRD 128335 · % of assets, Fixed fees · $583.6 million AUMSEC registeredNo commissions reportedPr Squared Wealth Management LLC1770 the Exchange, Suite 220 · Atlanta, GA 30339 · (678) 719-2735 · Financial planningCRD 309595 · % of assets, Hourly charges, Fixed fees · $12.7 million AUMState registeredNo commissions reportedPrivate Family Wealth Advisors3350 Riverwood Pkwy Se, Suite 650 · Atlanta, GA 30339 · (404) 848-0950 · Financial planningCRD 325119 · % of assets, Fixed fees · $393.2 million AUMSEC registeredNo commissions reportedRegent Peak Wealth Advisors, LLC200 Galleria Pkwy Se, Suite 1175 · Atlanta, GA 30339 · (470) 867-3550 · Financial planningCRD 298259 · % of assets, Fixed fees · $785.9 million AUMSEC registeredNo commissions reportedRegister Financial Advisors, LLC3500 Lenox Road, Suite 1700 · Atlanta, GA 30326 · (404) 364-2180 · Financial planningCRD 143884 · % of assets, Hourly charges, Fixed fees · $488.5 million AUMSEC registeredNo commissions reportedResurgent Advisors600 Embassy Row, Suite 108 · Atlanta, GA 30328 · (404) 654-0531 · Financial planningCRD 299575 · % of assets, Hourly charges, Fixed fees · $354.7 million AUMSEC registeredNo commissions reportedRollins Financial Advisors, LLC3343 Peachtree Road Ne, Suite 500 · Atlanta, GA 30326 · (404) 892-7967 · Financial planningCRD 312921 · % of assets · $1.6 billion AUMSEC registeredNo commissions reportedSard Wealth Managment Group, LLC5607 Glenridge Drive, Suite 275, Building II · Atlanta, GA 30342 · (404) 843-4483 · Financial planningCRD 123457 · % of assets, Hourly charges, Fixed fees · $464.0 million AUMSEC registeredNo commissions reportedSherrill & Hutchins Financial Advisory INC4401 Northside Parkway, Nw, Suite 425 · Atlanta, GA 30327 · (770) 395-9797 · Financial planningCRD 105302 · % of assets, Hourly charges, Fixed fees · $623.7 million AUMSEC registeredNo commissions reportedSignaturefd, LLC1230 Peachtree Street, Ne, Suite 1800 · Atlanta, GA 30309 · (404) 253-7600 · Financial planningCRD 112758 · % of assets, Hourly charges, Fixed fees · $9.7 billion AUMSEC registeredNo commissions reportedSmith & Howard Wealth Management, LLC271 17th Street Nw, Suite 2100 · Atlanta, GA 30363 · (404) 874-6244 · Financial planningCRD 109540 · % of assets, Hourly charges · $726.9 million AUMSEC registeredNo commissions reportedSonas Financial Planning4514 Chamblee Dunwoody Road, Suite 307 · Atlanta, GA 30338 · (404) 545-5368 · Financial planningCRD 316677 · % of assets, Hourly charges, Fixed fees · $28.6 million AUMState registeredNo commissions reportedSteele Financial Studios3101 Cobb Pkwy Se, Suite 124 · Atlanta, GA 30339 · (404) 850-4010 · Financial planningCRD 336717 · % of assets, Fixed fees · $10.7 million AUMState registeredNo commissions reportedStrategic Blueprint, LLC2200 Century Parkway, Suite 500 · Atlanta, GA 30345 · (678) 954-4130 · Financial planningCRD 284840 · % of assets, Hourly charges, Subscription fees · $2.5 billion AUMSEC registeredNo commissions reportedThe Renn Wealth Management Group, INC.3205 Paces Ferry Place, Nw · Atlanta, GA 30305 · (404) 467-9882 · Financial planningCRD 117500 · % of assets, Hourly charges, Fixed fees · $151.9 million AUMSEC registeredNo commissions reportedTrue Square Financial LLC1355 Peachtree St Ne, Suite 1150 · Atlanta, GA 30309 · (404) 975-2720 · Financial planningCRD 287997 · Fixed fees · $178.8 million AUMSEC registeredNo commissions reportedVeracity Capital LLC2859 Paces Ferry Road, Suite 635 · Atlanta, GA 30339 · (844) 508-7884 · Financial planningCRD 304272 · % of assets, Fixed fees · $799.8 million AUMSEC registeredNo commissions reportedWest Paces Advisors, INC.3284 Northside Parkway, N.w., Suite 485 · Atlanta, GA 30327 · (404) 478-3030 · % of assets managedCRD 175512 · % of assets · $1.0 billion AUMSEC registeredNo commissions reportedWright Wealth LLCTwo Ballpark Center, 800 Battery Avenue Se, Suite 300 · Atlanta, GA 30339 · (470) 373-1044 · Financial planningCRD 321215 · % of assets, Hourly charges, Fixed fees · $188.5 million AUMSEC registeredNo commissions reported