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Retirement plan consulting in Saratoga Springs, NY

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

All 6

Congress Park Capital LLC57 Phila Street · Saratoga Springs, NY 12866 · (518) 339-4335 · Flat / fixed feesCRD 150309 · % of assets, Fixed fees · $422.3 million AUMSEC registeredNo commissions reportedContinuum Wealth Advisors, LLC18 Division St., Suite 207b · Saratoga Springs, NY 12866 · (518) 583-4050 · Financial planningCRD 152895 · % of assets, Fixed fees · $345.6 million AUMSEC registeredNo commissions reportedCrescent Hill Partners LLC40 Long Alley · Saratoga Springs, NY 12866 · (866) 744-3705 · Financial planningCRD 166276 · % of assets, Fixed fees · $298.8 million AUMSEC registeredNo commissions reportedMcNeill Capital, LLC125 High Rock Avenue, Suite 202 · Saratoga Springs, NY 12866 · (518) 364-7899 · Financial planningCRD 154517 · % of assets, Hourly charges, Fixed fees · $40.6 million AUMSEC registeredNo commissions reportedQuartz Partners Investment Management85 Railroad Place, Suite 101a · Saratoga Springs, NY 12866 · (800) 433-0422 · Financial planningCRD 174327 · % of assets, Fixed fees · $611.9 million AUMSEC registeredNo commissions reportedSage Hill Advisory and Management LLC55 Railroad Place, Suite 201 · Saratoga Springs, NY 12866 · (518) 763-6338 · Financial planningCRD 149365 · % of assets, Hourly charges, Fixed fees · $73.3 million AUMSEC registeredNo commissions reported