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Retirement plan consulting in Wilmington, NC

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

All 4

Dominion Wealth Management, LLC4014 Oleander Dr., Suite 103 · Wilmington, NC 28403 · (910) 625-8595 · Financial planningCRD 315417 · % of assets · $60.0 million AUMState registeredNo commissions reportedLive Oak Private Wealth, LLC1741 Tiburon Drive · Wilmington, NC 28403 · (844) 469-5679 · Financial planningCRD 297904 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedLumina Wealth Management, LLC1427 Military Cutoff Road, Suite 207 · Wilmington, NC 28403 · (910) 599-9409 · Financial planningCRD 291548 · % of assets, Hourly charges, Fixed fees · $240.2 million AUMSEC registeredNo commissions reportedOmnistar Financial Group, INC.1712 Eastwood Road, Suite 212 · Wilmington, NC 28403 · (910) 319-7834 · Financial planningCRD 138515 · % of assets, Hourly charges, Fixed fees · $285.7 million AUMSEC registeredNo commissions reported