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Retirement plan consulting in Bend, OR

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

All 7

Axia Wealth Management INC255 Sw Bluff Drive, Suite 100 · Bend, OR 97702 · (541) 647-1500 · Financial planningCRD 155890 · % of assets, Hourly charges, Fixed fees · $148.0 million AUMSEC registeredNo commissions reportedAxiom Wealth Strategies, LLC243 Sw Scalehouse Loop, Suite 5b · Bend, OR 97702 · (541) 389-7777 · Financial planningCRD 313124 · % of assets, Hourly charges, Fixed fees · $124.7 million AUMSEC registeredNo commissions reportedCascade Financial Strategies243 Scalehouse Loop, 1a · Bend, OR 97702 · (541) 678-5475 · Financial planningCRD 166610 · % of assets, Hourly charges, Fixed fees · $150.9 million AUMSEC registeredNo commissions reportedIntegrated Capital Planning LLC550 Sw Industrial Way, Suite 201 · Bend, OR 97702 · (503) 575-9174 · Financial planningCRD 131574 · % of assets, Hourly charges, Fixed fees · $29.9 million AUMState registeredNo commissions reportedRetirement Strategy Advisors LLC65105 Quail Farm Road · Bend, OR 97703 · (503) 805-7394 · Hourly feesCRD 341145 · % of assets, Hourly charges, Fixed fees · $150.0 million AUMState registeredNo commissions reportedStrategy Cap, LLC360 Sw Powerhouse Drive, Suite 300 · Bend, OR 97702 · (541) 585-3737 · Financial planningCRD 323391 · % of assets, Hourly charges, Fixed fees · $64.8 million AUMState registeredNo commissions reportedTrue Wealth Group750 Nw Charbonneau Street, Suite 211 · Bend, OR 97703 · (541) 588-5008 · Financial planningCRD 332426 · % of assets, Hourly charges · $151.4 million AUMSEC registeredNo commissions reported