Fee-OnlyFinder

Retirement plan consulting in Syracuse, NY

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

All 5

Adirondack Capital Advisors, LLC528 Plum Street, Suite 200 · Syracuse, NY 13204 · (315) 434-5597 · Financial planningCRD 133305 · % of assets, Hourly charges, Fixed fees · $422.3 million AUMSEC registeredNo commissions reportedArmory Capital Management, LLC110 West Fayette Street, Suite 900 · Syracuse, NY 13202 · (315) 701-6452 · Financial planningCRD 149008 · % of assets · $167.1 million AUMSEC registeredNo commissions reportedNottingham Wealth Partners, INC.333 Butternut Dr. · Syracuse, NY 13214 · (561) 472-2312 · Financial planningCRD 306971 · % of assets, Hourly charges, Fixed fees · $80.5 million AUMSEC registeredNo commissions reportedReagan Companies Asset Management, INC443 N Franklin St, Suite 220 · Syracuse, NY 13204 · (315) 673-2094 · Financial planningCRD 161648 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedRialto Wealth Management126 N Salina St., Suite 330 · Syracuse, NY 13202 · (315) 992-9129 · Financial planningCRD 319411 · % of assets, Hourly charges, Fixed fees · $625.9 million AUMSEC registeredNo commissions reported