Retirement plan consulting in Portland, ME

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

All 4

Aries Wealth Management, LLC70 Center Street, 2nd Floor · Portland, ME 04101 · (207) 536-0530 · Financial planningCRD 175477 · % of assets · $658.6 million AUMSEC registeredNo commissions reported H.m. PaysonOne City Center, Ste 211 · Portland, ME 04101 · (207) 772-3761 · Financial planningCRD 2993 · % of assets, Fixed fees · $9.1 billion AUMSEC registeredNo commissions reported Old Port Advisors130 Middle Street, 2nd Floor · Portland, ME 04101 · (207) 774-6552 · Financial planningCRD 108228 · % of assets, Hourly charges, Fixed fees · $782.8 million AUMSEC registeredNo commissions reported Penobscot Financial AdvisorsOne Monument Square, Suite 501 · Portland, ME 04101 · (207) 990-1901 · Financial planningCRD 286211 · % of assets, Hourly charges, Fixed fees · $544.5 million AUMSEC registeredNo commissions reported