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Retirement plan consulting in Lake Oswego, OR

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

All 8

Aldrich Wealth LP5665 Sw Meadows Rd, Suite 200 · Lake Oswego, OR 97035 · (503) 620-5329 · Financial planningCRD 147200 · % of assets, Hourly charges, Fixed fees · $7.6 billion AUMSEC registeredNo commissions reportedCedar Mountain Advisors, LLC5285 Meadows Rd, Suite 360 · Lake Oswego, OR 97035 · (503) 224-6868 · Financial planningCRD 140339 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedFoster & Wood, INC.5 Centerpointe Drive, Suite 400 · Lake Oswego, OR 97035 · (503) 785-9844 · Financial planningCRD 165362 · % of assets, Fixed fees · $218.7 million AUMSEC registeredNo commissions reportedHuman Investing6000 Meadows Rd, Suite 105 · Lake Oswego, OR 97035 · (503) 905-3100 · Financial planningCRD 133017 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedNorthwest Capital Management INC.1 Centerpointe Drive, Suite 115 · Lake Oswego, OR 97035 · (503) 597-1616 · Financial planningCRD 108091 · % of assets, Hourly charges, Fixed fees · $8.5 billion AUMSEC registeredNo commissions reportedPanoramic Capital Partners LLC4949 Meadows Road, Suite 360 · Lake Oswego, OR 97035 · (503) 937-7819 · Financial planningCRD 331349 · % of assets, Fixed fees · $392.7 million AUMSEC registeredNo commissions reportedRetirement Consulting Group, INC.5 Centerpointe Drive, Suite 400 · Lake Oswego, OR 97035 · (503) 225-1700 · Financial planningCRD 311184 · % of assets, Fixed fees · $457.0 million AUMSEC registeredNo commissions reportedVergepointe Wealth Management, LLC15400 Boones Ferry Rd., Suite 201 · Lake Oswego, OR 97035 · (503) 684-0100 · Financial planningCRD 151425 · % of assets, Hourly charges, Fixed fees · $283.3 million AUMSEC registeredNo commissions reported