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Retirement plan consulting in Lee's Summit, MO

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

All 3

Oak Road Wealth Management210 Sw Market St · Lee's Summit, MO 64063 · (816) 721-9188 · Financial planningCRD 284446 · % of assets, Fixed fees · $80.1 million AUMState registeredNo commissions reportedRise Retirement, LLC710 Se Third Street · Lee's Summit, MO 64063 · (913) 363-7401 · Financial planningCRD 299026 · % of assets, Hourly charges, Fixed fees · $71.6 million AUMState registeredNo commissions reportedStrongbox Wealth, LLC3470 Ne Ralph Powell Road, Suite a · Lee's Summit, MO 64064 · (816) 607-5410 · Financial planningCRD 304952 · % of assets, Hourly charges, Fixed fees · $562.4 million AUMSEC registeredNo commissions reported