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Retirement plan consulting in Bethesda, MD

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

All 13

Alikos Wealth Management, LLCThree Bethesda Metro Center, Suite 320 · Bethesda, MD 20814 · (240) 880-1938 · Financial planningCRD 282985 · % of assets, Hourly charges, Fixed fees · $92.6 million AUMState registeredNo commissions reportedBeckett Clark Private Wealth, LLC4500 East West Highway, Suite 150 · Bethesda, MD 20814 · (301) 708-8911 · Hourly feesCRD 338806 · % of assets, Hourly charges, Fixed fees · $28.6 million AUMState registeredNo commissions reportedBull Harbor Capital LLC.7101 Wisconsin Avenue, Suite 1202 · Bethesda, MD 20814 · (804) 965-5408 · Financial planningCRD 324995 · % of assets, Hourly charges, Fixed fees · $354.8 million AUMSEC registeredNo commissions reportedFamily Office Research, LLC7910 Woodmont Ave, Suite 1120 · Bethesda, MD 20814 · (301) 684-1765 · Financial planningCRD 144136 · % of assets, Hourly charges, Fixed fees · $648.2 million AUMSEC registeredNo commissions reportedLgg Financial7200 Wisconsin Avenue, Suite 300 · Bethesda, MD 20814 · (301) 312-6660 · Financial planningCRD 305002 · % of assets · $563.9 million AUMSEC registeredNo commissions reportedMacroview Investment Management LLC4800 Hampden Lane, Suite 200 · Bethesda, MD 20814 · (301) 907-6794 · Financial planningCRD 149621 · % of assets, Hourly charges, Fixed fees · $387.1 million AUMSEC registeredNo commissions reportedMiddleton Advisory3 Bethesda Metro Center, Suite 700 · Bethesda, MD 20814 · (202) 503-4015 · Financial planningCRD 155334 · % of assets · $26.8 million AUMState registeredNo commissions reportedMv Capital Management, INC.3 Bethesda Metro Center, Suite 650 · Bethesda, MD 20814 · (301) 656-6545 · Financial planningCRD 139034 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedNoordzee Capital LLC7200 Wisconsin Ave, Ste 500 · Bethesda, MD 20814 · (212) 812-7238 · Financial planningCRD 332664 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedPromethium7272 Wisconsin Ave, 10-105 · Bethesda, MD 20814 · (202) 978-2519 · Financial planningCRD 329565 · % of assets · $235.3 million AUMSEC registeredNo commissions reported
Sandbox Financial Partners, LLC6903 Rockledge Drive, Suite 300 · Bethesda, MD 20817 · (301) 214-4190 · Financial planningCRD 297858 · % of assets, Hourly charges, Fixed fees · $681.7 million AUMSEC registeredNo commissions reportedSargent Investment Group4920 Elm Street, Suite 305 · Bethesda, MD 20814 · (202) 580-6400 · Financial planningCRD 297499 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedXml Financial Group6901 Rockledge Drive, Suite 730 · Bethesda, MD 20817 · (301) 770-5234 · Financial planningCRD 284987 · % of assets, Hourly charges, Fixed fees · $3.3 billion AUMSEC registeredNo commissions reported