Fee-OnlyFinder

Retirement plan consulting in Metairie, LA

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

All 9

A-V Capital Management, LLCOne Galleria Blvd, Suite 1900 · Metairie, LA 70001 · (504) 831-3537 · Flat / fixed feesCRD 142599 · % of assets, Fixed fees, Other · $59.5 million AUMState registeredNo commissions reportedAdg Wealth Management Group, LLC433 Metairie Road, Suite 500 · Metairie, LA 70005 · (504) 267-9880 · Financial planningCRD 132341 · % of assets, Hourly charges, Fixed fees · $336.3 million AUMSEC registeredNo commissions reportedColomb Investment Management Company, LLC3636 South Interstate 10 Service Road, Suite 214 · Metairie, LA 70001 · (504) 520-8050 · Financial planningCRD 140088 · % of assets, Hourly charges, Fixed fees · $4.7 million AUMSEC registeredNo commissions reportedCrescent City Retirement Group3500 North Causeway Blvd, Suite 1442 · Metairie, LA 70002 · (504) 828-2171 · Financial planningCRD 146666 · % of assets, Hourly charges, Fixed fees · $130.9 million AUMSEC registeredNo commissions reportedFpl Capital Management, LLC3525 North Causeway Boulevard, Suite 633 · Metairie, LA 70002 · (504) 828-1969 · Financial planningCRD 117499 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedGuilbault Capital3850 N Causeway Blvd., Suite 121 · Metairie, LA 70002 · (504) 612-9250 · Financial planningCRD 331160 · % of assets, Hourly charges, Fixed fees · $303.8 million AUMSEC registeredNo commissions reportedPlanning Associates Wealth Management, LLC3501 North Causeway Boulevard, Suite 104 · Metairie, LA 70002 · (504) 291-1525 · Financial planningCRD 305339 · % of assets, Hourly charges, Fixed fees · $72.3 million AUMState registeredNo commissions reportedRegatta Research & Money Management L.L.C.6620 Riverside Drive, Suite 207 · Metairie, LA 70003 · (504) 831-4636 · Financial planningCRD 113181 · % of assets · $211.5 million AUMSEC registeredNo commissions reportedWealthharbor Capital Group, LLC433 Metairie Rd, Suite 500 · Metairie, LA 70005 · (504) 482-1962 · Flat / fixed feesCRD 118614 · % of assets, Fixed fees · $334.7 million AUMSEC registeredNo commissions reported