Fee-OnlyFinder

Retirement plan consulting in Albany, NY

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

All 7

Albanyadvisor Group LLC20 Corporate Woods Blvd.., Suite 400 · Albany, NY 12211 · (518) 689-3577 · Financial planningCRD 316226 · % of assets, Fixed fees · $302.8 million AUMSEC registeredNo commissions reportedAmidon & Petersen Financials, LLC187 Wolf Rd., Suite 300 · Albany, NY 12207 · (518) 772-3684 · Financial planningCRD 143079 · % of assets, Hourly charges, Fixed fees · $39.1 million AUMSEC registeredNo commissions reportedArista Advisory Group, LLC255 Washington Avenue, Extension Suite 204 · Albany, NY 12205 · (518) 464-0319 · Financial planningCRD 285722 · % of assets, Hourly charges, Fixed fees · $143.7 million AUMSEC registeredNo commissions reportedBroadway Advisor Group368 Broadway, First Floor · Albany, NY 12207 · (518) 477-3626 · Financial planningCRD 324281 · % of assets, Hourly charges, Fixed fees · $214.9 million AUMSEC registeredNo commissions reportedCurran Wealth Management30 S. Pearl Street, 9th Floor · Albany, NY 12207 · (518) 391-4200 · Financial planningCRD 132136 · % of assets, Performance-based fees · $804.3 million AUMSEC registeredNo commissions reportedPks Advisory Services, LLC80 State Street · Albany, NY 12207 · (518) 426-5791 · Financial planningCRD 125648 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedThe Affinity Group, LLC4 Tower Place, First Floor · Albany, NY 12203 · (518) 776-1140 · Financial planningCRD 283819 · % of assets, Fixed fees, Other · $678,349 AUMState registeredNo commissions reported