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Retirement plan consulting in Cedar Rapids,, IA

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

All 6

Balanced Investment Advisors, LLCArmstrong Center 222 Third Ave Se · Cedar Rapids,, IA 52401 · (319) 242-6444 · Financial planningCRD 304976 · % of assets, Hourly charges, Fixed fees · $49.3 million AUMState registeredNo commissions reportedBasepoint Wealth, LLC4700 N. River Blvd Ne · Cedar Rapids, IA 52411 · (319) 826-1898 · Financial planningCRD 289538 · % of assets, Hourly charges, Fixed fees · $883.8 million AUMSEC registeredNo commissions reportedBeacon Capital, LLC375 Collins Road Ne,, Suite 120 · Cedar Rapids, IA 52402 · (319) 389-4371 · % of assets managedCRD 286316 · % of assets, Other · $278.3 million AUMSEC registeredNo commissions reportedCedar Point Capital Partners, LLC329 12th Ave Se, Suite 106 · Cedar Rapids, IA 52401 · (800) 501-6403 · Financial planningCRD 317532 · % of assets, Hourly charges, Fixed fees · $248.1 million AUMSEC registeredNo commissions reportedNations Financial Group, INC.3925 Fountains Blvd Ne, Suite 200 · Cedar Rapids, IA 52411 · (319) 393-9541 · Financial planningCRD 44181 · % of assets, Fixed fees · $4.8 billion AUMSEC registeredNo commissions reportedTransamerica Retirement Advisors, LLC6400 C Street Sw · Cedar Rapids, IA 52499 · (866) 368-0566 · Flat / fixed feesCRD 107319 · % of assets, Fixed fees · $18.8 billion AUMSEC registeredNo commissions reported