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Retirement plan consulting in Cleveland, OH

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

All 10

Ancora Private Wealth Advisors, LLC6060 Parkland Boulevard, Suite 200 · Cleveland, OH 44124 · (216) 825-4000 · Financial planningCRD 124845 · % of assets, Fixed fees, Performance-based fees · $3.9 billion AUMSEC registeredNo commissions reportedBeacon Financial Advisory LLC25825 Science Park Drive, Suite 110 · Cleveland, OH 44122 · (216) 910-1850 · Financial planningCRD 174334 · % of assets, Hourly charges, Fixed fees · $900.7 million AUMSEC registeredNo commissions reportedCbiz Investment Advisory Services, LLC5959 Rockside Woods Blvd N, Suite 600 · Cleveland, OH 44131 · (216) 447-9000 · Financial planningCRD 286002 · % of assets, Hourly charges, Fixed fees · $12.8 billion AUMSEC registeredNo commissions reportedClearstead; Clearstead Advisory Solutions1100 Superior Ave East, Suite 700 · Cleveland, OH 44114 · (216) 621-1090 · Financial planningCRD 105674 · % of assets, Hourly charges, Fixed fees · $33.9 billion AUMSEC registeredNo commissions reportedCleveland Wealth, LLC600 Superior Avenue East, Suite 2550 · Cleveland, OH 44114 · (216) 810-5900 · Financial planningCRD 282196 · % of assets, Fixed fees, Other · $506.6 million AUMSEC registeredNo commissions reportedHighland Consulting Associates INC.159 Crocker Park Blvd., Suite 350 · Cleveland, OH 44145 · (440) 808-1500 · Financial planningCRD 109834 · % of assets, Hourly charges, Fixed fees · $21.9 billion AUMSEC registeredNo commissions reportedHighland Consulting Associates International, INC.159 Crocker Park Blvd., Suite 350 · Cleveland, OH 44145 · (440) 899-1121 · Hourly feesCRD 282906 · % of assets, Hourly charges, Fixed fees · $76.6 million AUMSEC registeredNo commissions reportedMai Capital Management, LLC6050 Oak Tree Blvd, Suite 500 · Cleveland, OH 44131 · (216) 920-4800 · Financial planningCRD 109807 · % of assets, Hourly charges, Fixed fees · $52.1 billion AUMSEC registeredNo commissions reportedPark Edge Advisors, LLC2360 W 11th St · Cleveland, OH 44113 · (216) 727-0144 · Financial planningCRD 317521 · % of assets, Hourly charges, Fixed fees · $522.5 million AUMSEC registeredNo commissions reportedReturn on Life Wealth Partners7000 Fitzwater Road, Suite 300 · Cleveland, OH 44141 · (440) 740-0130 · Financial planningCRD 112879 · % of assets, Hourly charges, Subscription fees · $472.5 million AUMSEC registeredNo commissions reported