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Retirement plan consulting in Columbus, OH

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

All 17

Alexander Financial Planning, INC.3600 Olentangy River Road, Suite C2 · Columbus, OH 43214 · (614) 538-1600 · Financial planningCRD 121139 · % of assets, Hourly charges, Fixed fees · $102.8 million AUMState registeredNo commissions reportedAntolino Wealth Advisors150 E. Broad St., Suite 100 · Columbus, OH 43215 · (614) 442-3355 · Financial planningCRD 119829 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedG2 Capital Management, LLC1600 West Lane Avenue, Suite 270 · Columbus, OH 43221 · (614) 484-1400 · Financial planningCRD 286521 · % of assets, Fixed fees, Performance-based fees · $756.5 million AUMSEC registeredNo commissions reportedGerber, LLC580 N Fourth Street, Suite 400 · Columbus, OH 43215 · (614) 431-4343 · Financial planningCRD 120039 · % of assets, Fixed fees · $592.1 million AUMSEC registeredNo commissions reportedGgm Financial LLC2492 W Dublin Granville Rd. · Columbus, OH 43235 · (614) 310-2400 · Financial planningCRD 327008 · % of assets, Fixed fees · $513.0 million AUMSEC registeredNo commissions reportedHamilton Capital5025 Arlington Centre Blvd, Suite 300 · Columbus, OH 43220 · (614) 273-1000 · Financial planningCRD 109116 · % of assets, Hourly charges, Fixed fees · $4.9 billion AUMSEC registeredNo commissions reportedHicks Capital Management, LLC4200 Regent Street, Suite 200 · Columbus, OH 43219 · (614) 944-5210 · Financial planningCRD 158609 · % of assets, Hourly charges, Fixed fees · $344.7 million AUMSEC registeredNo commissions reportedLibertas Wealth Management Group, INC.5003 Horizons Dr., Suite 200 · Columbus, OH 43220 · (614) 543-1350 · Financial planningCRD 157769 · % of assets, Fixed fees · $163.1 million AUMSEC registeredNo commissions reportedMeyers Wealth Management, LLC5005 Horizons Drive, Suite 200 · Columbus, OH 43220 · (614) 442-6787 · Financial planningCRD 289801 · % of assets · $1.9 billion AUMSEC registeredNo commissions reportedOrganic Wealth, LLC752 High Street, Suite #2 · Columbus, OH 43085 · (614) 412-4611 · Financial planningCRD 331383 · % of assets, Hourly charges, Fixed fees · $6.5 million AUMState registeredNo commissions reported
Peerless Wealth1 E. Campus View Blvd., Suite 210 · Columbus, OH 43235 · (614) 824-2824 · Financial planningCRD 305807 · % of assets, Hourly charges · $148.7 million AUMSEC registeredNo commissions reportedPhysicians Wealth Solutions, LLC6816 Caine Road · Columbus, OH 43235 · (740) 417-4160 · Financial planningCRD 170623 · % of assets · $43.3 million AUMState registeredNo commissions reportedSky Vision Wealth, LLC445 Hutchinson Ave., Suite 125 · Columbus, OH 43235 · (614) 412-8737 · Financial planningCRD 317010 · % of assets · $35.1 million AUMState registeredNo commissions reportedSummit Financial Strategies INC4111 Worth Ave., #510 · Columbus, OH 43219 · (614) 885-1115 · Financial planningCRD 110112 · % of assets, Other · $2.3 billion AUMSEC registeredNo commissions reportedThe Sherrington Group2175 Riverside Drive · Columbus, OH 43221 · (614) 485-2000 · Financial planningCRD 119864 · % of assets, Hourly charges, Fixed fees · $90.9 million AUMState registeredNo commissions reportedTrendcalc Dynamics21 E. State Street, Suite 200 · Columbus, OH 43215 · (614) 300-7390 · Financial planningCRD 288325 · % of assets, Hourly charges, Fixed fees · $35.1 million AUMState registeredNo commissions reportedVawter Financial LTD1161 Bethel Road, Suite 304 · Columbus, OH 43220 · (614) 451-1002 · Financial planningCRD 108830 · % of assets, Hourly charges, Fixed fees · $394.4 million AUMSEC registeredNo commissions reported