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Retirement plan consulting in Winston-Salem, NC

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

All 5

Cannon Wealth Management Services2160 Country Club Road · Winston Salem, NC 27104 · (336) 231-6844 · Financial planningCRD 323302 · % of assets, Hourly charges, Fixed fees · $245.2 million AUMSEC registeredNo commissions reportedGrand Street Capital Management, L.L.C.1008 Brookstown Avenue, Suite C-6 · Winston Salem, NC 27101 · (336) 725-5299 · Hourly feesCRD 150293 · % of assets, Hourly charges · $8.9 million AUMState registeredNo commissions reportedHorizon Financial Services, LLC3880 Vest Mill Rd., Suite 100 · Winston Salem, NC 27103 · (336) 659-7060 · Financial planningCRD 158798 · % of assets, Hourly charges, Fixed fees · $262.4 million AUMSEC registeredNo commissions reportedThree Magnolias Financial Advisors110 Oakwood Drive, Suite 480 · Winston Salem, NC 27103 · (336) 701-1600 · Financial planningCRD 114471 · % of assets, Hourly charges, Fixed fees · $487.1 million AUMSEC registeredNo commissions reportedTimonier121 Reynolda Village, Suite B · Winston Salem, NC 27106 · (336) 725-5010 · Financial planningCRD 150748 · % of assets, Hourly charges, Fixed fees · $450.3 million AUMSEC registeredNo commissions reported