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Retirement plan consulting in Melville, NY

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

All 7

Aps Wealth Management, LLC1 Huntington Quadrangle, Suite 3n03 · Melville, NY 11747 · (516) 228-8444 · Flat / fixed feesCRD 298233 · % of assets, Fixed fees · $311.5 million AUMSEC registeredNo commissions reportedClear Point Advisors, INC.1 Huntington Quadrangle, Suite 1s01 · Melville, NY 11747 · (631) 333-2222 · Financial planningCRD 111775 · % of assets, Hourly charges · $253.4 million AUMSEC registeredNo commissions reportedCompass Advisors155 Pinelawn Road, Suite 210 N · Melville, NY 11747 · (516) 938-2400 · Financial planningCRD 288256 · % of assets, Hourly charges, Fixed fees · $767.5 million AUMSEC registeredNo commissions reportedFour Corners Financial150 Broadhollow Road, Suite 215 · Melville, NY 11747 · (631) 271-1170 · Financial planningCRD 287468 · % of assets, Hourly charges, Fixed fees · $104.8 million AUMSEC registeredNo commissions reportedLandmark Wealth Management, LLC95 Broadhollow Road, Suite 102 · Melville, NY 11747 · (888) 342-6436 · Financial planningCRD 158693 · % of assets, Hourly charges, Fixed fees · $442.0 million AUMSEC registeredNo commissions reportedProspect Financial Services LLC445 Broad Hollow Road, Suite Cl-43 · Melville, NY 11747 · (631) 424-5218 · Financial planningCRD 314154 · % of assets, Fixed fees · $431.0 million AUMSEC registeredNo commissions reportedThe Wealth Alliance, LLC105 Broadhollow Road · Melville, NY 11747 · (631) 670-0682 · Financial planningCRD 305052 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reported