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Retirement plan consulting in Baltimore, MD

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

All 6

1919 Investment Counsel, LLCOne South Street, Suite 2500 · Baltimore, MD 21202 · (410) 454-2171 · Financial planningCRD 133370 · % of assets, Fixed fees, Other · $26.0 billion AUMSEC registeredNo commissions reportedBooster, LLC6 East Eager Street · Baltimore, MD 21202 · (410) 216-1551 · Financial planningCRD 314629 · % of assets, Fixed fees · $229.3 million AUMSEC registeredNo commissions reportedChapin Davis Asset Management1411 Clarkview Road · Baltimore, MD 21209 · (410) 435-3200 · Financial planningCRD 28116 · % of assets, Hourly charges, Fixed fees · $642.8 million AUMSEC registeredNo commissions reportedFinancial Management Strategies, LLC1330 Smith Avenue, Suite 7 · Baltimore, MD 21209 · (410) 779-1276 · Financial planningCRD 122347 · % of assets, Hourly charges, Fixed fees · $350.3 million AUMState registeredNo commissions reportedLombard Advisers Incorporated1820 Lancaster St · Baltimore, MD 21231 · (410) 342-1300 · Flat / fixed feesCRD 108231 · % of assets, Fixed fees · $669.8 million AUMSEC registeredNo commissions reportedNorthbrook Financial1340 Smith Ave Ste 200 · Baltimore, MD 21209 · (410) 941-9709 · Financial planningCRD 309060 · % of assets, Fixed fees · $108.8 million AUMSEC registeredNo commissions reported