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Retirement plan consulting in Cornelius, NC

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

All 4

Alphastar Capital Management19520 West Catawba Avenue, Suite 112 · Cornelius, NC 28031 · (855) 340-2514 · Financial planningCRD 157423 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedAspire Private Capital19410 Jetton Road, Suite 110 · Cornelius, NC 28031 · (704) 237-9927 · Financial planningCRD 154116 · % of assets · $509.7 million AUMSEC registeredNo commissions reportedPassport Wealth Management17505 W Catawba Ave #200 · Cornelius, NC 28031 · (704) 457-0060 · Financial planningCRD 297449 · % of assets, Fixed fees · $115.3 million AUMSEC registeredNo commissions reportedPowell Wealth17818 Statesville Rd, Suite 221 · Cornelius, NC 28031 · (704) 439-0027 · Financial planningCRD 144230 · % of assets, Hourly charges, Fixed fees · $229.2 million AUMSEC registeredNo commissions reported