Retirement plan consulting in Eugene, OR

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

All 7

Go Wealth Management4710 Village Plaze Loop, Suite 240 · Eugene, OR 97401 · (541) 338-7631 · Financial planningCRD 290254 · % of assets, Hourly charges, Fixed fees · $208.4 million AUMSEC registeredNo commissions reported Integrity Wealth LLC1200 Executive Parkway, Suite 430 · Eugene, OR 97401 · (541) 650-6061 · Financial planningCRD 330809 · % of assets, Fixed fees · $304.8 million AUMSEC registeredNo commissions reported Isler Wealth Management, LLC1976 Garden Avenue · Eugene, OR 97403 · (541) 342-5161 · % of assets managedCRD 285831 · % of assets · $42.4 million AUMState registeredNo commissions reported Martin Capital Partners, LLC940 Willamette St, Suite 350, the Woolworth Building · Eugene, OR 97401 · (541) 636-4170 · % of assets managedCRD 153452 · % of assets · $290.5 million AUMSEC registeredNo commissions reported Roehl & Yi Investment Advisors, LLC450 Country Club Road, Suite 200 · Eugene, OR 97401 · (541) 683-2085 · Financial planningCRD 109258 · % of assets, Hourly charges, Fixed fees · $959.4 million AUMSEC registeredNo commissions reported Sittner & Nelson, LLC497 Oakway Road, Suite 300 · Eugene, OR 97401 · (541) 636-4001 · Financial planningCRD 309757 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reported Syman-Degler Group, LLC1163 Olive Street, #100 · Eugene, OR 97401 · (541) 345-9681 · Financial planningCRD 295679 · % of assets, Hourly charges, Fixed fees · $59.8 million AUMState registeredNo commissions reported