Fee-OnlyFinder

Retirement plan consulting in Portage, MI

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

All 3

626 Financial, LLC7950 Moorsbridge Road, Suite 104 · Portage, MI 49024 · (269) 321-5040 · Financial planningCRD 306474 · % of assets · $379.6 million AUMSEC registeredNo commissions reportedHaverdink Financial Management, LLC440 W. Centre Avenue, Suite 5 · Portage, MI 49024 · (269) 321-5070 · Financial planningCRD 131236 · % of assets, Hourly charges, Fixed fees · $220.4 million AUMSEC registeredNo commissions reportedZhang Financial5931 Oakland Dr. · Portage, MI 49024 · (269) 385-5888 · Financial planningCRD 159257 · % of assets, Hourly charges, Fixed fees · $8.4 billion AUMSEC registeredNo commissions reported