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Retirement plan consulting in Lafayette, LA

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

All 6

Apex Capital Management, L.L.C.2901 Johnston St., Suite 401 · Lafayette, LA 70503 · (337) 895-0800 · Financial planningCRD 117059 · % of assets, Hourly charges, Fixed fees · $225.2 million AUMSEC registeredNo commissions reportedAvant Capital, LLC500 Richland Avenue · Lafayette, LA 70508 · (337) 504-2221 · Financial planningCRD 167961 · % of assets, Hourly charges, Fixed fees · $176.2 million AUMSEC registeredNo commissions reportedBarton Advisory Services, L.L.C.341 Doucet Road, Suite B · Lafayette, LA 70503 · (337) 278-2723 · % of assets managedCRD 137694 · % of assets · $98.8 million AUMState registeredNo commissions reportedParish Investment Advisors LLC2701 Johnston St, Suite 211 · Lafayette, LA 70503 · (337) 205-3234 · Financial planningCRD 284770 · % of assets, Hourly charges, Fixed fees · $88.9 million AUMState registeredNo commissions reportedStone Wealth Partners LLC1200 Camellia, Suite 101 · Lafayette, LA 70508 · (337) 660-2334 · Financial planningCRD 308429 · % of assets, Hourly charges, Fixed fees · $142.9 million AUMSEC registeredNo commissions reportedSummit Financial Wealth Advisors1021 E. St. Mary Blvd. · Lafayette, LA 70503 · (337) 232-1141 · Financial planningCRD 171278 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reported