Fee-OnlyFinder

Retirement plan consulting in Brooklyn, NY

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

All 8

Brewster Financial Planning LLC641 President Street, Suite 106 · Brooklyn, NY 11215 · (646) 249-9880 · Financial planningCRD 125291 · % of assets, Hourly charges, Fixed fees · $239.7 million AUMSEC registeredNo commissions reportedBrooklyn Fi, LLC33 Nassau Ave · Brooklyn, NY 11222 · (332) 296-1660 · Financial planningCRD 292115 · % of assets, Hourly charges, Fixed fees · $563.1 million AUMSEC registeredNo commissions reportedCsd Financial LLC65 South 11th St., Suite 15 · Brooklyn, NY 11249 · (718) 858-2233 · Financial planningCRD 310948 · % of assets, Hourly charges, Fixed fees · $28.8 million AUMState registeredNo commissions reportedEssex Advisory130 Dumont Av, Unit 1 · Brooklyn, NY 11212 · (201) 850-3364 · Financial planningCRD 312140 · % of assets, Hourly charges, Fixed fees · $9.3 million AUMState registeredNo commissions reportedMaridea Wealth Management25 Kent Avenue, Suite 401 · Brooklyn, NY 11249 · (347) 289-5227 · Financial planningCRD 325523 · % of assets, Hourly charges, Fixed fees · $958.7 million AUMSEC registeredNo commissions reportedOak & Reed Capital Management, LLC122 Ashland Place, Apt 16j · Brooklyn, NY 11201 · (646) 926-2573 · Financial planningCRD 158867 · % of assets, Hourly charges, Fixed fees · $19.0 million AUMState registeredNo commissions reportedSchonfeld Wealth Management, LLC1063 63rd Street, 9th Floor, Suite 9400 · Brooklyn, NY 11219 · (718) 963-9700 · Financial planningCRD 342323 · % of assets, Hourly charges · $132.9 million AUMSEC registeredNo commissions reportedUniverse, INC.1688 East 16th Street, Suite 6 · Brooklyn, NY 11229 · (718) 375-7631 · Hourly feesCRD 130730 · % of assets, Hourly charges · $28.2 million AUMState registeredNo commissions reported