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Retirement plan consulting in Charlotte, NC

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

All 35

Auctus Advisors LLC325 Arlington Avenue, Suite 625 · Charlotte, NC 28203 · (704) 533-9880 · Financial planningCRD 289489 · % of assets, Fixed fees, Other · $612.9 million AUMSEC registeredNo commissions reportedBlueprint Financial Advisors1100 Kenilworth Ave, Suite 210 · Charlotte, NC 28204 · (844) 200-2568 · Financial planningCRD 315570 · % of assets, Hourly charges · $1.4 billion AUMSEC registeredNo commissions reportedBragg Financial Advisors INC1031 South Caldwell St, Suite 200 · Charlotte, NC 28203 · (704) 377-0261 · Financial planningCRD 108780 · % of assets, Hourly charges, Fixed fees · $4.7 billion AUMSEC registeredNo commissions reportedCalamita Wealth Management6135 Park South Drive, Suite 510 · Charlotte, NC 28210 · (704) 276-7325 · Financial planningCRD 153316 · % of assets, Fixed fees · $138.2 million AUMSEC registeredNo commissions reportedCannon Advisors2108 South Boulevard, Suite 200 · Charlotte, NC 28203 · (704) 820-8393 · Financial planningCRD 293929 · % of assets, Hourly charges, Fixed fees · $181.6 million AUMSEC registeredNo commissions reportedDefender Capital1310 South Tryon Street, Suite 101 · Charlotte, NC 28203 · (704) 373-1716 · Financial planningCRD 159607 · % of assets, Hourly charges, Fixed fees · $510.0 million AUMSEC registeredNo commissions reportedE2i Financial Group, LLC13850 Ballantyne Corp Place, Suite 500 · Charlotte, NC 28277 · (704) 957-7629 · Financial planningCRD 167078 · % of assets, Hourly charges, Fixed fees · $31.5 million AUMState registeredNo commissions reportedEastover Capital Management509 Fenton Place · Charlotte, NC 28207 · (704) 336-6818 · Financial planningCRD 150821 · % of assets · $392.3 million AUMSEC registeredNo commissions reportedFreitag Financial Group, LLC15720 Brixham Hill Ave Suite 300 · Charlotte, NC 28277 · (704) 887-4934 · Financial planningCRD 150444 · % of assets, Hourly charges, Fixed fees · $54.7 million AUMState registeredNo commissions reportedFront Porch Financial Advisory211 East Blvd. · Charlotte, NC 28203 · (704) 803-5585 · Financial planningCRD 311329 · % of assets, Hourly charges, Fixed fees · $181.3 million AUMSEC registeredNo commissions reported
Greenway Wealth Advisors, LLC1920 Abbott St., Ste. 300 · Charlotte, NC 28203 · (704) 981-1228 · Financial planningCRD 290727 · % of assets, Hourly charges, Fixed fees · $184.5 million AUMSEC registeredNo commissions reportedGrey Private Capital14011 Bespoke Rd, Unit 2219 · Charlotte, NC 28277 · (716) 397-8886 · Financial planningCRD 326464 · % of assets, Hourly charges, Fixed fees · $8.8 million AUMState registeredNo commissions reportedIa Network, LLC210 N Church St, Suite 1905 · Charlotte, NC 28202 · (704) 272-1211 · Financial planningCRD 319096 · % of assets, Hourly charges, Fixed fees · $199.5 million AUMSEC registeredNo commissions reportedIndependent Advisor Alliance, LLC11215 N. Community House Rd., Ste. 775 · Charlotte, NC 28277 · (888) 430-1555 · Financial planningCRD 168267 · % of assets, Hourly charges, Fixed fees · $17.2 billion AUMSEC registeredNo commissions reportedInnovation Partners LLC5950 Fairview Road, Suite 140 · Charlotte, NC 28210 · (704) 708-5461 · Financial planningCRD 146344 · % of assets, Hourly charges, Fixed fees · $21.7 million AUMSEC registeredNo commissions reportedInsight Folios10800 Sikes Place, Suite 110 · Charlotte, NC 28277 · (704) 529-9500 · Financial planningCRD 174411 · % of assets, Hourly charges, Fixed fees · $331.3 million AUMSEC registeredNo commissions reportedInvestor Advisory Group421 South Sharon Amity Road, Suite a · Charlotte, NC 28211 · (704) 366-1120 · Financial planningCRD 106837 · % of assets, Hourly charges, Fixed fees · $172.1 million AUMSEC registeredNo commissions reportedIp Financial Advisory Services LLC5950 Fairview Road, Suite 140 · Charlotte, NC 28210 · (980) 326-3335 · Financial planningCRD 305772 · % of assets, Hourly charges, Fixed fees · $481.4 million AUMSEC registeredNo commissions reportedJones Gregg Financial, LLC6733 D Fairview Road · Charlotte, NC 28210 · (704) 814-0123 · Financial planningCRD 145143 · % of assets, Hourly charges, Fixed fees · $85.6 million AUMState registeredNo commissions reportedJpfg Wealth Management, L.L.C.5821 Fairview Rd, Ste 207-5 · Charlotte, NC 28209 · (704) 675-7270 · Financial planningCRD 289147 · % of assets, Hourly charges, Fixed fees · $19.1 million AUMState registeredNo commissions reportedKucharo Wealth1422 South Tryon Street, Suite 300 · Charlotte, NC 28203 · (704) 251-9550 · Financial planningCRD 329601 · % of assets, Fixed fees · $123.7 million AUMSEC registeredNo commissions reportedLegend Private Wealth, LLC15720 Brixham Hill Avenue, Suite 300 · Charlotte, NC 28277 · (704) 577-8159 · Financial planningCRD 308639 · % of assets · $71.0 million AUMState registeredNo commissions reportedLinden Thomas Advisory Services, LLC516 North Tryon Street · Charlotte, NC 28202 · (704) 554-8150 · Financial planningCRD 288557 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedLyon Wealth Advisors8816 Red Oak Blvd., Suite 140 · Charlotte, NC 28217 · (704) 424-9780 · % of assets managedCRD 325041 · % of assets · $311.4 million AUMSEC registeredNo commissions reportedMbl Advisors301 S. McDowell Street, Suite 1100 · Charlotte, NC 28204 · (704) 333-8461 · Financial planningCRD 305176 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedNovare Capital Management2825 South Boulevard, Suite 440 · Charlotte, NC 28209 · (704) 334-3698 · Financial planningCRD 117949 · % of assets · $1.9 billion AUMSEC registeredNo commissions reportedProvidence Capital Advisors, LLC4500 Cameron Valley Parkway, Suite 270 · Charlotte, NC 28211 · (704) 215-4420 · Financial planningCRD 174631 · % of assets, Hourly charges · $1.1 billion AUMSEC registeredNo commissions reportedSherman Wealth Solutions LLC715 N. Church Street, Unit 120 · Charlotte, NC 28202 · (980) 350-0170 · Financial planningCRD 324426 · % of assets, Hourly charges, Fixed fees · $29.2 million AUMState registeredNo commissions reportedSilvis Financial3540 Toringdon Way, Ste 200 · Charlotte, NC 28277 · (571) 357-5399 · Financial planningCRD 298535 · % of assets, Hourly charges, Fixed fees · $36.8 million AUMState registeredNo commissions reportedSparta Wealth Partners4500 Cameron Valley Parkway, Suite 130 · Charlotte, NC 28211 · (704) 575-1148 · Financial planningCRD 318036 · % of assets, Hourly charges, Fixed fees · $315.8 million AUMSEC registeredNo commissions reportedStrathmore Capital Advisors2825 South Blvd., Suite 350 · Charlotte, NC 28209 · (704) 364-4241 · Financial planningCRD 135008 · % of assets, Fixed fees · $805.0 million AUMSEC registeredNo commissions reportedTagstone Capital, INC.6135 Park South Drive, Suite 597 · Charlotte, NC 28210 · (704) 533-8900 · Financial planningCRD 158864 · % of assets, Hourly charges · $368.9 million AUMSEC registeredNo commissions reportedVerum Partners LLC2333 Randolph Road, Suite 250 · Charlotte, NC 28207 · (980) 771-3999 · Financial planningCRD 301058 · % of assets, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedWms Advisors, LLC6135 Park South Drive, Suite 510 · Charlotte, NC 28210 · (301) 294-7804 · Financial planningCRD 122224 · % of assets, Hourly charges · $280.9 million AUMSEC registeredNo commissions reportedWorth Advisors2020 S. Tryon Street, Suite 2b · Charlotte, NC 28203 · (704) 731-0121 · Financial planningCRD 156564 · % of assets, Hourly charges, Fixed fees · $280.7 million AUMSEC registeredNo commissions reported