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Retirement plan consulting in Columbia, MO

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

All 5

Convergence Financial3919 S. Providence Road · Columbia, MO 65203 · (573) 818-2264 · Financial planningCRD 304146 · % of assets, Hourly charges, Fixed fees · $904.0 million AUMSEC registeredNo commissions reportedEagle Bluffs Wealth Management LLC2201 Old 63 South · Columbia, MO 65201 · (573) 507-9084 · Financial planningCRD 306311 · % of assets · $294.2 million AUMSEC registeredNo commissions reportedPropartners Wealth501 Fay St, Suite 106 · Columbia, MO 65201 · (573) 693-4233 · Financial planningCRD 309875 · % of assets, Fixed fees · $74.4 million AUMState registeredNo commissions reportedSundvold Financial1000 W. Nifong, Building 4, Suite 104 · Columbia, MO 65203 · (573) 443-1000 · Financial planningCRD 108176 · % of assets, Hourly charges, Fixed fees · $232.9 million AUMSEC registeredNo commissions reportedWilkerson Advisory Group LLC200 Southampton Dr, Suite 101 · Columbia, MO 65203 · (573) 400-6101 · Financial planningCRD 334668 · % of assets, Hourly charges, Fixed fees · $326.9 million AUMSEC registeredNo commissions reported