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Retirement plan consulting in Bedford, NH

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

All 6

Aurelius Family Office, LLC3 Executive Park Drive, Suite 261 · Bedford, NH 03110 · (603) 413-6060 · Financial planningCRD 323016 · % of assets, Fixed fees · $315.3 million AUMSEC registeredNo commissions reportedBartley Financial Advisors, LLC169 South River Road, Suite 17 · Bedford, NH 03110 · (603) 625-9900 · Financial planningCRD 124293 · % of assets, Hourly charges, Fixed fees · $151.6 million AUMSEC registeredNo commissions reportedBrophy Wealth Management, LLC40 South River Road, Bedford Place Unit 15 · Bedford, NH 03110 · (603) 668-2303 · Financial planningCRD 169894 · % of assets, Hourly charges, Fixed fees · $532.5 million AUMSEC registeredNo commissions reportedGranite State Retirement Planning, INC.360 Route 101, Suite 1301 · Bedford, NH 03110 · (603) 472-4447 · Financial planningCRD 141899 · % of assets, Fixed fees · $143.2 million AUMSEC registeredNo commissions reportedNortheast Planning Associates, INC.43 Constitution Drive · Bedford, NH 03110 · (603) 471-0900 · Financial planningCRD 131406 · % of assets, Hourly charges, Fixed fees · $414.0 million AUMSEC registeredNo commissions reportedWalker Capital Partners, LLC15 Constitution Drive, Suite 1a #151 · Bedford, NH 03110 · (603) 682-4397 · % of assets managedCRD 328871 · % of assets, Performance-based fees · $3.1 million AUMState registeredNo commissions reported