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Retirement plan consulting in Covington, LA

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

All 3

Asset Planning Services INC509 W. 21st Avenue · Covington, LA 70433 · (985) 867-8679 · Financial planningCRD 104715 · % of assets, Fixed fees · $365.6 million AUMSEC registeredNo commissions reportedBeam Wealth Advisors, INC.72096 Ramos Avenue, Suite D · Covington, LA 70433 · (985) 893-1440 · Financial planningCRD 109867 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedLive Oak Wealth Management, LLC7020 Hwy 190 Suite a · Covington, LA 70433 · (985) 624-8916 · Financial planningCRD 306225 · % of assets, Fixed fees · $57.0 million AUMState registeredNo commissions reported