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Retirement plan consulting in New Orleans, LA

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

All 8

Demauriac LLC401 Saint Joseph St, Suite 2a · New Orleans, LA 70130 · (504) 358-0433 · Financial planningCRD 306542 · % of assets, Hourly charges, Fixed fees · $40.0 million AUMState registeredNo commissions reportedEquitas Capital Advisors,llc365 Canal Street, Suite 3050 · New Orleans, LA 70130 · (504) 569-9600 · Financial planningCRD 124471 · % of assets, Fixed fees · $214.2 million AUMSEC registeredNo commissions reportedMontz Harcus Wealth Management610 City Park Avenue · New Orleans, LA 70119 · (504) 488-3700 · Financial planningCRD 301963 · % of assets, Hourly charges, Fixed fees · $876.3 million AUMSEC registeredNo commissions reportedNewedge Advisors858 Camp Street · New Orleans, LA 70130 · (504) 459-4391 · Financial planningCRD 171351 · % of assets, Hourly charges, Fixed fees · $43.2 billion AUMSEC registeredNo commissions reportedRoyal Road Wealth Partners, LLC5208 Magazine St., Pmb 307 · New Orleans, LA 70115 · (504) 249-8586 · Financial planningCRD 304973 · % of assets · $26.2 million AUMState registeredNo commissions reportedStokes Family Office LLC1100 Poydras St, Ste. 2775 · New Orleans, LA 70163 · (504) 399-4100 · Financial planningCRD 300899 · % of assets, Hourly charges, Fixed fees · $3.4 billion AUMSEC registeredNo commissions reportedSuncap Management2021 Lakeshore Drive, Suite 200 · New Orleans, LA 70122 · (800) 478-6227 · Financial planningCRD 304638 · % of assets, Hourly charges, Fixed fees · $380.0 million AUMSEC registeredNo commissions reportedUpbeat Wealth2831 St Claude Ave · New Orleans, LA 70117 · (504) 386-3856 · Financial planningCRD 314880 · % of assets, Hourly charges, Fixed fees · $14.6 million AUMState registeredNo commissions reported