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Retirement plan consulting in Lexington, KY

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

All 12

Abri LLC333 E Short St., #210 · Lexington, KY 40507 · (859) 636-6140 · Financial planningCRD 314832 · % of assets, Hourly charges, Fixed fees · $114.4 million AUMSEC registeredNo commissions reportedAlpha Financial Partners LLC319 Cedar St., Suite 201 · Lexington, KY 40508 · (859) 785-2660 · Financial planningCRD 306639 · % of assets, Hourly charges, Fixed fees · $459.9 million AUMSEC registeredNo commissions reportedAsio Capital LLC220 Lexington Green Circle, Suite 420 · Lexington, KY 40503 · (859) 785-4130 · % of assets managedCRD 298326 · % of assets, Other · $805.1 million AUMSEC registeredNo commissions reportedBallast, INC.400 East Vine St, Suite 400 · Lexington, KY 40507 · (859) 226-0625 · Financial planningCRD 152695 · % of assets, Hourly charges, Fixed fees · $751.5 million AUMSEC registeredNo commissions reportedDean Dorton Wealth Management, LLC250 W. Main Street, Suite 1400 · Lexington, KY 40507 · (859) 425-7780 · Financial planningCRD 297616 · % of assets, Hourly charges, Other · $81.1 million AUMState registeredNo commissions reportedEquity Advisors of Kentucky INC2201 Regency Road, Suite 504 · Lexington, KY 40503 · (502) 829-9244 · Financial planningCRD 116398 · % of assets, Hourly charges, Fixed fees · $141.6 million AUMSEC registeredNo commissions reportedHigh Knoll Wealth Advisors, LLC115 W Short Street · Lexington, KY 40507 · (859) 479-3877 · Financial planningCRD 300412 · % of assets, Hourly charges, Fixed fees · $12.4 million AUMState registeredNo commissions reportedInvestments & Financial Planning, LLC1795 Alysheba Way, Suite 7104 · Lexington, KY 40509 · (859) 543-8188 · Financial planningCRD 164333 · % of assets, Hourly charges, Fixed fees · $318.7 million AUMSEC registeredNo commissions reportedItrust Asset Management, LLC3320 Tates Creek Road, Suite 100 · Lexington, KY 40502 · (859) 425-1222 · Financial planningCRD 164193 · % of assets, Hourly charges, Fixed fees · $211.9 million AUMSEC registeredNo commissions reportedMcF Advisors, LLC333 West Vine Street, 12th Floor · Lexington, KY 40507 · (859) 967-0999 · Financial planningCRD 130372 · % of assets, Hourly charges, Fixed fees · $4.7 billion AUMSEC registeredNo commissions reported
Meridian Wealth Management, LLC100 W Main Street, Suite 450 · Lexington, KY 40507 · (859) 543-4516 · Financial planningCRD 151523 · % of assets, Hourly charges, Fixed fees · $5.0 billion AUMSEC registeredNo commissions reportedProactive Advisors, LLC836 Euclid Ave., Suite 306 · Lexington, KY 40502 · Financial planningCRD 147332 · % of assets, Hourly charges, Fixed fees · $56.8 million AUMState registeredNo commissions reported