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Retirement plan consulting in Dublin, OH

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

All 11

Advanced Asset Management Advisors, INC.4995 Bradenton Ave., Suite 210 · Dublin, OH 43017 · (614) 717-4451 · Flat / fixed feesCRD 119859 · % of assets, Fixed fees · $651.3 million AUMSEC registeredNo commissions reportedAdvocate Wealth Solutions655 Metro Place South, Suite 440 · Dublin, OH 43017 · (614) 408-0004 · Financial planningCRD 152534 · % of assets, Hourly charges, Fixed fees · $7.0 million AUMState registeredNo commissions reportedBeacon Hill Investment Advisory, LLC6000 Venture Drive, Suite B · Dublin, OH 43017 · (614) 469-4685 · Financial planningCRD 148463 · % of assets, Hourly charges, Fixed fees · $91.7 million AUMState registeredNo commissions reportedEgsi Investment Management5100 Parkcenter Ave, Suite 120 · Dublin, OH 43017 · (614) 526-4118 · Financial planningCRD 171488 · % of assets, Fixed fees · $144.7 million AUMSEC registeredNo commissions reportedEverhart Advisors5200 Rings Road · Dublin, OH 43017 · (614) 717-9705 · Financial planningCRD 107091 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedFerraro Wealth Management, LLC109 S. High Street · Dublin, OH 43017 · (614) 783-1051 · Financial planningCRD 308015 · % of assets, Fixed fees · $105.0 million AUMState registeredNo commissions reportedHawk100555 Metro Place North, Suite 100 · Dublin, OH 43017 · (614) 791-4295 · Financial planningCRD 130927 · % of assets, Hourly charges, Fixed fees · $14.0 million AUMState registeredNo commissions reportedKeeler & Nadler Family Wealth565 Metro Place South, Suite 280 · Dublin, OH 43017 · (614) 791-4123 · Financial planningCRD 173079 · % of assets, Hourly charges, Fixed fees · $609.9 million AUMSEC registeredNo commissions reportedLeclair Wealth Partners6515 Longshore Loop, Suite 100 · Dublin, OH 43017 · (888) 277-5704 · Financial planningCRD 332827 · % of assets, Hourly charges, Fixed fees · $363.0 million AUMSEC registeredNo commissions reportedParallel Equity Advisors LTD.5650 Blazer Parkway, Suite 112 · Dublin, OH 43017 · (614) 354-5452 · Financial planningCRD 153265 · % of assets, Hourly charges, Fixed fees · $50.4 million AUMState registeredNo commissions reportedRetirement Strategies, LTD.5060 Parkcenter Ave., Suite a · Dublin, OH 43017 · (614) 799-8668 · Financial planningCRD 163701 · % of assets, Hourly charges, Fixed fees · $272.7 million AUMSEC registeredNo commissions reported