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Retirement plan consulting in Bloomfield Hills, MI

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

All 11

Cirrus Capital LLC33 Bloomfield Hills Parkway, Suite 255 · Bloomfield Hills, MI 48304 · (248) 290-6222 · Hourly feesCRD 288297 · % of assets, Hourly charges, Fixed fees · $170.4 million AUMSEC registeredNo commissions reportedCranbrook Wealth Management, LLC36330 Woodward Avenue, Suite 200 · Bloomfield Hills, MI 48304 · (248) 362-0900 · Financial planningCRD 132058 · % of assets, Fixed fees · $906.8 million AUMSEC registeredNo commissions reportedEmde Wealth Management LLC7 West Square Lake Road · Bloomfield Hills, MI 48302 · (248) 821-3633 · Financial planningCRD 284690 · % of assets, Fixed fees · $45.0 million AUMState registeredNo commissions reportedGainplan LLC800 W. Long Lake Road, Suite 100 · Bloomfield Hills, MI 48302 · (248) 385-3737 · Financial planningCRD 174427 · % of assets, Hourly charges, Fixed fees · $461.6 million AUMSEC registeredNo commissions reportedGreystone Financial Group, LLC665 Hulet Dr. · Bloomfield Hills, MI 48302 · (248) 267-1270 · Financial planningCRD 306595 · % of assets · $494.9 million AUMSEC registeredNo commissions reportedHeron Bay Capital Management40701 Woodward Ave, Suite 104 · Bloomfield Hills, MI 48304 · (248) 970-0900 · Financial planningCRD 305537 · % of assets · $643.8 million AUMSEC registeredNo commissions reportedIntegrated Capital Management21 E. Long Lake Road, Suite 102 · Bloomfield Hills, MI 48304 · (248) 593-8900 · Financial planningCRD 284766 · % of assets, Hourly charges, Fixed fees · $429.8 million AUMSEC registeredNo commissions reportedIntegrated Investment Consultants, LLC40950 Woodward Ave., Suite 350 · Bloomfield Hills, MI 48304 · (866) 433-3581 · Flat / fixed feesCRD 175299 · % of assets, Fixed fees, Other · $1.1 billion AUMSEC registeredNo commissions reportedKb Wealth Management, LLC7 West Square Lake Rd. · Bloomfield Hills, MI 48302 · (248) 877-3658 · % of assets managedCRD 304447 · % of assets · $12.3 million AUMState registeredNo commissions reportedSchwartz & CO.3707 W. Maple Rd, Ste 201 · Bloomfield Hills, MI 48301 · (248) 644-2701 · Financial planningCRD 7294 · % of assets, Hourly charges, Fixed fees · $10.5 billion AUMSEC registeredNo commissions reportedTrinity Financial Services, INC.43252 Woodward Ave., Ste.205 · Bloomfield Hills, MI 48302 · (248) 454-1996 · Financial planningCRD 151051 · % of assets, Hourly charges, Fixed fees · $91.5 million AUMState registeredNo commissions reported