Retirement plan consulting in Newtown Square, PA

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

All 4

Almanack Investment Partners3803 West Chester Pike, Suite 110 · Newtown Square, PA 19073 · (484) 580-2277 · Financial planningCRD 282428 · % of assets, Hourly charges, Fixed fees · $945.9 million AUMSEC registeredNo commissions reported Lynch Investment Planning, LLC2 Campus Boulevard, Suite 106 · Newtown Square, PA 19073 · (484) 472-8956 · Financial planningCRD 115956 · % of assets, Fixed fees · $143.3 million AUMSEC registeredNo commissions reported Mc2 Financial Advisers, INC.8 Smedley Lane · Newtown Square, PA 19073 · (610) 353-7777 · Financial planningCRD 116309 · % of assets, Fixed fees · $66.1 million AUMState registeredNo commissions reported Newsquare Capital, LLC16 Campus Boulevard, Suite 100 · Newtown Square, PA 19073 · (610) 325-6117 · Financial planningCRD 152430 · % of assets, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reported