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Retirement plan consulting in Chapel Hill, NC

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

All 8

Absher Wealth Management, LLC1450 Raleigh Road,, Suite 105 · Chapel Hill, NC 27517 · (919) 283-2340 · Financial planningCRD 304642 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedAmphora Wealth Management, LLC100 Europa Drive, Suite 431 · Chapel Hill, NC 27517 · (919) 240-6111 · Financial planningCRD 157968 · % of assets, Hourly charges, Fixed fees · $196.2 million AUMSEC registeredNo commissions reportedHamilton Point Investment Advisors, LLC1450 Environ Way · Chapel Hill, NC 27517 · (919) 636-3765 · Financial planningCRD 144534 · % of assets · $1.2 billion AUMSEC registeredNo commissions reportedHilltop Wealth Advisors, LLC6340 Quadrangle Drive, Suite 100 · Chapel Hill, NC 27517 · (919) 401-1500 · Financial planningCRD 283014 · % of assets, Fixed fees · $635.5 million AUMSEC registeredNo commissions reportedMaze Financial Planning400 Market Street, Suite 105b · Chapel Hill, NC 27516 · (919) 929-4103 · Financial planningCRD 140934 · % of assets, Hourly charges · $69.0 million AUMState registeredNo commissions reportedPhoenix Wealth Advisors INC.100 Europa Drive, Suite 390 · Chapel Hill, NC 27517 · (919) 929-4448 · Financial planningCRD 118412 · % of assets, Hourly charges, Fixed fees · $641.4 million AUMSEC registeredNo commissions reportedTarheel Advisors, LLC600 Market St, Ste G2 · Chapel Hill, NC 27516 · (984) 271-1993 · Financial planningCRD 149308 · % of assets, Hourly charges · $137.8 million AUMSEC registeredNo commissions reportedTruststone Wealth Partners, LLC101 Glen Lennox Drive, Unit 300 · Chapel Hill, NC 27517 · (980) 254-7804 · Financial planningCRD 330217 · % of assets, Fixed fees · $12.3 million AUMState registeredNo commissions reported