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Retirement plan consulting in State College, PA

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

All 3

Abundance Wealth Counselors, LLC232 Regent Court · State College, PA 16801 · (814) 861-3810 · Financial planningCRD 111740 · % of assets, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedTlc Group Investment Advisors, LLC270 Walker Drive, Suite 201 · State College, PA 16801 · (814) 231-2265 · % of assets managedCRD 137814 · % of assets · $168.4 million AUMSEC registeredNo commissions reportedVicus Capital, INC.476 Rolling Ridge Drive, Suite 315 · State College, PA 16801 · (855) 558-4287 · Financial planningCRD 116021 · % of assets, Hourly charges, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reported