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Retirement plan consulting in Louisville, KY

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

All 11

Advantage Investment Management2319 Lime Kiln Lane, Suite a · Louisville, KY 40222 · (502) 212-3000 · Financial planningCRD 146493 · % of assets, Hourly charges, Fixed fees · $215.4 million AUMSEC registeredNo commissions reportedAlexander Investment Services CO.909 Lily Creek Road #101 · Louisville, KY 40243 · (502) 459-4414 · Financial planningCRD 1037 · % of assets, Fixed fees · $496.3 million AUMSEC registeredNo commissions reportedCenterline Wealth Advisors, LLC10200 Forest Green Blvd., Suite 306 · Louisville, KY 40223 · (502) 242-1561 · Financial planningCRD 164485 · % of assets, Hourly charges, Fixed fees · $326.0 million AUMSEC registeredNo commissions reportedDmlo Wealth Planning, LLC2020 High Wickham Place, Suite 200 · Louisville, KY 40245 · (502) 813-2100 · Financial planningCRD 316202 · % of assets, Hourly charges, Fixed fees · $30.4 million AUMSEC registeredNo commissions reportedFamily Wealth Planning Partners3012 Eastpoint Parkway · Louisville, KY 40223 · (502) 200-5210 · Financial planningCRD 323656 · % of assets, Fixed fees · $317.4 million AUMSEC registeredNo commissions reportedGraeter Wealth Advisors, LLC4360 Brownsboro Road, Suite 211 · Louisville, KY 40207 · (502) 625-1996 · Financial planningCRD 170046 · % of assets · $104.9 million AUMSEC registeredNo commissions reportedGuidance Capital, INC.2020 High Wickham Place, Suite 200 · Louisville, KY 40245 · (502) 813-2100 · Financial planningCRD 323541 · % of assets, Hourly charges, Fixed fees · $449.8 million AUMSEC registeredNo commissions reportedInspire Private Wealth Management1717 Alliant Ave, Suite 8 · Louisville, KY 40299 · (502) 883-3036 · Financial planningCRD 314961 · % of assets, Hourly charges, Fixed fees · $29.0 million AUMState registeredNo commissions reportedKpp Advisory Services LLC9300 Shelbyville Rd., Suite 1310 · Louisville, KY 40222 · (502) 394-0400 · Financial planningCRD 289507 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedMagnate Advisory Services, LLC400 Blankenbaker Parkway, Suite 100 · Louisville, KY 40243 · (502) 855-3160 · Financial planningCRD 283056 · % of assets, Hourly charges, Fixed fees · $314.1 million AUMSEC registeredNo commissions reportedPlentiful Wealth, LLC125 S 6th Street, Ste 301 · Louisville, KY 40202 · (606) 775-0246 · Financial planningCRD 312250 · % of assets, Hourly charges, Fixed fees · $44.7 million AUMState registeredNo commissions reported