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Retirement plan consulting in Raleigh, NC

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

All 19

Aim Advisors, LLC421 N. Harrington Street, Suite 630 · Raleigh, NC 27603 · (919) 758-8911 · Financial planningCRD 325125 · % of assets, Hourly charges, Fixed fees · $158.2 million AUMSEC registeredNo commissions reportedArmor Investment Advisors, LLC4101 Lake Boone Trail, Suite 208 · Raleigh, NC 27607 · (919) 571-4382 · Financial planningCRD 134200 · % of assets, Hourly charges, Fixed fees · $356.0 million AUMSEC registeredNo commissions reportedBeacon Financial Strategies Corp.7100 Six Forks Road, Suite 135 · Raleigh, NC 27615 · (919) 803-3801 · Financial planningCRD 132987 · % of assets, Hourly charges, Fixed fees · $309.4 million AUMSEC registeredNo commissions reportedCapital Advisers, INC.100 East Six Forks Road, Suite 250 · Raleigh, NC 27609 · (919) 865-1930 · Hourly feesCRD 118442 · % of assets, Hourly charges · $620.0 million AUMSEC registeredNo commissions reportedCapital Investment Advisory Services, LLC100 E. Six Forks Road, Suite 200 · Raleigh, NC 27609 · (919) 831-2370 · Financial planningCRD 149124 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reportedCaptrust4208 Six Forks Rd, Suite 1700 · Raleigh, NC 27609 · (919) 870-6822 · Financial planningCRD 175112 · % of assets, Hourly charges, Fixed fees · $1236.7 billion AUMSEC registeredNo commissions reportedCharter Wealth Management8601 Six Forks Road, Suite 400 · Raleigh, NC 27615 · (919) 729-2100 · Financial planningCRD 162299 · % of assets, Hourly charges, Fixed fees · $195.6 million AUMSEC registeredNo commissions reportedCollegiate Capital Management, INC.214 New Bern Place · Raleigh, NC 27601 · (919) 838-0101 · Financial planningCRD 118205 · % of assets · $653.0 million AUMSEC registeredNo commissions reportedCordgrass Capital Advisors, LLC3101 Glenwood Avenue, Suite 102 · Raleigh, NC 27612 · (919) 800-0705 · Financial planningCRD 311528 · % of assets, Hourly charges, Fixed fees · $729.9 million AUMSEC registeredNo commissions reportedFinancial Symmetry INC.5438 Wade Park Blvd, Suite 310 · Raleigh, NC 27607 · (919) 851-8200 · Financial planningCRD 118443 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reported
Fortress Private Ledger, LLC3110 Edwards Mill Rd, Suite 200 · Raleigh, NC 27612 · (919) 322-2761 · Financial planningCRD 290298 · % of assets, Hourly charges, Fixed fees · $584.0 million AUMSEC registeredNo commissions reportedFounders Financial Alliance, LLC9212 Falls of Neuse Rd., Suite 221 · Raleigh, NC 27615 · (855) 860-5940 · Financial planningCRD 173011 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedGuardian Wealth Advisors, LLC2413 Blue Ridge Rd, Suite 201 · Raleigh, NC 27607 · (919) 249-1810 · Financial planningCRD 305412 · % of assets, Hourly charges, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedHollingsworth Avent Averre & Purvis, PA300 W. Millbrook Road · Raleigh, NC 27609 · (919) 848-4100 · Financial planningCRD 118943 · % of assets, Hourly charges · $177.4 million AUMSEC registeredNo commissions reportedPendleton Financial Wealth Management2607 Oberlin Road, Suite 100 · Raleigh, NC 27608 · (919) 781-4167 · Financial planningCRD 325303 · % of assets, Fixed fees · $160.0 million AUMSEC registeredNo commissions reportedReh Wealth Advisors LLC8384 Six Forks, Suite 102 · Raleigh, NC 27615 · (909) 518-2134 · Financial planningCRD 153826 · % of assets, Hourly charges, Fixed fees · $110.5 million AUMSEC registeredNo commissions reportedRidgeline Wealth Advisors, LLC.7500 Six Forks Rd, Suite 100 · Raleigh, NC 27615 · (919) 782-0494 · Financial planningCRD 284843 · % of assets, Hourly charges, Fixed fees · $189.0 million AUMSEC registeredNo commissions reportedTolley Financial Group, LLC7101 Creedmoor Road, Suite 123 · Raleigh, NC 27613 · (919) 747-9698 · Financial planningCRD 302115 · % of assets, Fixed fees · $121.9 million AUMSEC registeredNo commissions reportedUniversity Financial Strategies, LLC.4801 Glenwood Avenue, Suite 200-630 · Raleigh, NC 27612 · (919) 578-6500 · Financial planningCRD 297121 · % of assets, Hourly charges, Fixed fees · $15.2 million AUMState registeredNo commissions reported