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Retirement plan consulting in Grand Rapids, MI

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

All 17

Blue Water Asset Management4120 E. Beltline Ave., Suite 100 · Grand Rapids, MI 49525 · (616) 447-1600 · Financial planningCRD 175362 · % of assets, Hourly charges, Fixed fees · $428.5 million AUMSEC registeredNo commissions reportedBurnham & Company LLC4930 Cascade Rd Se, Suite B · Grand Rapids, MI 49546 · (616) 430-5105 · Flat / fixed feesCRD 319339 · % of assets, Fixed fees · $129.5 million AUMSEC registeredNo commissions reportedCentennial Securities Company INC3075 Charlevoix Dr Se · Grand Rapids, MI 49546 · (616) 942-7680 · Financial planningCRD 7763 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedFiduciary Financial Advisors124 Fulton St. East, Suite 200 · Grand Rapids, MI 49503 · (616) 622-3062 · Financial planningCRD 172103 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedGps Financial Group, LLC2300 3 Mile Road, Suite 3 · Grand Rapids, MI 49505 · (888) 717-2266 · Financial planningCRD 281534 · % of assets, Hourly charges · $79.8 million AUMState registeredNo commissions reportedGrand Wealth Management, LLC333 Bridge Street Nw, Suite 800 · Grand Rapids, MI 49504 · (616) 451-4228 · Financial planningCRD 132137 · % of assets, Hourly charges, Fixed fees · $597.8 million AUMSEC registeredNo commissions reportedHill Island Financial LLC38 Commerce Avenue Sw, Suite 310 · Grand Rapids, MI 49503 · (616) 977-2639 · Financial planningCRD 313469 · % of assets, Fixed fees · $623.8 million AUMSEC registeredNo commissions reportedHungerford Financial LLC2910 Lucerne Drive Se · Grand Rapids, MI 49546 · (616) 302-1558 · Financial planningCRD 249789 · % of assets, Hourly charges · $492.1 million AUMSEC registeredNo commissions reportedInnovia Wealth, LLC171 Monroe Ave. Nw, Suite 800 · Grand Rapids, MI 49503 · (616) 719-5007 · Financial planningCRD 289913 · % of assets, Hourly charges, Fixed fees · $3.3 billion AUMSEC registeredNo commissions reportedLafleur & Godfrey Private Wealth Management625 Kenmoor Ave Se, Suite 209 · Grand Rapids, MI 49546 · (616) 942-1580 · Financial planningCRD 168831 · % of assets, Other · $1.0 billion AUMSEC registeredNo commissions reported
Lifeworks Advisors, LLC4095 Park East CT., Ste. C · Grand Rapids, MI 49546 · (616) 200-6512 · Financial planningCRD 288255 · % of assets, Fixed fees · $966.7 million AUMSEC registeredNo commissions reportedMidwest Capital Advisors, LLC688 Cascade West Parkway Se · Grand Rapids, MI 49546 · (616) 454-9600 · Financial planningCRD 125389 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedSchwallier Wealth Management535 Cascade West Parkway Se · Grand Rapids, MI 49546 · (616) 855-2051 · Financial planningCRD 143329 · % of assets, Hourly charges, Fixed fees · $197.0 million AUMSEC registeredNo commissions reportedStreamsong Advisors, LLC3200 Broadmoor Se · Grand Rapids, MI 49512 · (616) 433-6006 · Financial planningCRD 168250 · % of assets, Hourly charges, Fixed fees · $124.4 million AUMSEC registeredNo commissions reportedSynergy Wealth Management, LLC660 Cascade W. Parkway Se, Suite 250 · Grand Rapids, MI 49546 · (616) 285-7818 · Financial planningCRD 174633 · % of assets, Hourly charges, Fixed fees · $127.1 million AUMSEC registeredNo commissions reportedVoisard Asset Management Group99 Monroe Ave, Nw,, Suite 504 · Grand Rapids, MI 49503 · (616) 988-5778 · Financial planningCRD 118048 · % of assets, Hourly charges, Fixed fees · $589.4 million AUMSEC registeredNo commissions reportedWealthspan Investment Management, LLC5030 Corporate Exchange Blvd. Se, Suite 201 · Grand Rapids, MI 49512 · (616) 655-1696 · Financial planningCRD 309553 · % of assets, Hourly charges, Fixed fees · $93.1 million AUMSEC registeredNo commissions reported