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Retirement plan consulting in Lancaster, PA

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

All 7

Chestnut Street Investment Counsel, LLC144 East Chestnut Street · Lancaster, PA 17602 · (717) 947-3850 · Financial planningCRD 309741 · % of assets, Hourly charges, Fixed fees · $119.5 million AUMSEC registeredNo commissions reportedFaithward Advisors, LLC275 Hess Boulevard, Suite 100 · Lancaster, PA 17601 · (717) 560-8300 · Financial planningCRD 116978 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedMillers Financial Group, LLC1801 Fruitville Pike, Suite 202 · Lancaster, PA 17601 · (717) 509-7154 · % of assets managedCRD 294323 · % of assets · $17.3 million AUMState registeredNo commissions reportedOmicron Advisors, LLC300 Granite Run Drive, Suite 120 · Lancaster, PA 17601 · (302) 453-9662 · Financial planningCRD 165250 · % of assets, Hourly charges, Fixed fees · $151.2 million AUMSEC registeredNo commissions reportedPsi Capital Management147 North Shippen Street · Lancaster, PA 17602 · (717) 207-7123 · Financial planningCRD 117105 · % of assets, Hourly charges, Fixed fees · $384.8 million AUMSEC registeredNo commissions reportedRkl Private Wealth1800 Fruitville Pike · Lancaster, PA 17601 · (717) 399-1700 · Financial planningCRD 122693 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedRowley Financial600j Eden Road, Suite 4 · Lancaster, PA 17601 · (717) 509-6060 · Financial planningCRD 326723 · % of assets, Hourly charges, Fixed fees · $97.9 million AUMState registeredNo commissions reported