Fee-OnlyFinder

Retirement plan consulting in Rochester, NY

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

All 9

Ashton Thomas Securities, LLC100 Meridian Centre Blvd, Suite 250 · Rochester, NY 14618 · (800) 323-3746 · Financial planningCRD 16629 · % of assets · $1.9 billion AUMSEC registeredNo commissions reportedBarrett Wealth Management70 Linden Oaks, 3rd Floor · Rochester, NY 14625 · (585) 383-5555 · Financial planningCRD 125550 · % of assets · $21.8 million AUMState registeredNo commissions reportedFsp Advisors, INC.900 Jefferson Road, Suite 301 · Rochester, NY 14623 · (585) 697-2958 · Hourly feesCRD 158482 · % of assets, Hourly charges · $43.6 million AUMState registeredNo commissions reportedHighland Wealth Advisory LLC70 Linden Oaks · Rochester, NY 14625 · (585) 752-1235 · Financial planningCRD 154031 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedLayline Advisors19 Prince St., 3rd Floor · Rochester, NY 14607 · (585) 210-8222 · Financial planningCRD 285136 · % of assets, Fixed fees · $131.3 million AUMSEC registeredNo commissions reportedNovem Group350 Linden Oaks, Suite 140 · Rochester, NY 14625 · (585) 348-9525 · Financial planningCRD 158964 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedOak Crest Advisory, LLC160 Linden Oaks · Rochester, NY 14625 · (585) 507-1681 · Financial planningCRD 304255 · % of assets, Fixed fees · $90.2 million AUMSEC registeredNo commissions reportedPrentice Wealth Management LLC1150 Penfield Rd. · Rochester, NY 14625 · (585) 218-0001 · Financial planningCRD 160052 · % of assets, Hourly charges, Subscription fees · $567.5 million AUMSEC registeredNo commissions reportedRise Advisors, LLC500 Linden Oaks, Suite 320 · Rochester, NY 14625 · (585) 565-3444 · Financial planningCRD 309760 · % of assets, Hourly charges, Fixed fees · $441.2 million AUMSEC registeredNo commissions reported