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Retirement plan consulting in Wayne, PA

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

All 5

Aurdan Capital Management, LLC1550 Liberty Ridge Drive, Suite 280 · Wayne, PA 19087 · (484) 254-1935 · Financial planningCRD 330304 · % of assets, Fixed fees · $526.2 million AUMSEC registeredNo commissions reportedAxiom Asset Management550 E Swedesford Rd, Suite 110 · Wayne, PA 19087 · (610) 688-0050 · Financial planningCRD 145186 · % of assets · $899.6 million AUMSEC registeredNo commissions reportedEntrust Financial LLC487 Devon Park Drive, Suite 216 · Wayne, PA 19087 · (610) 687-3515 · Financial planningCRD 174694 · % of assets, Hourly charges · $350.9 million AUMSEC registeredNo commissions reportedKathmere Capital Management, LLC993 Old Eagle School Road, Suite 405 · Wayne, PA 19087 · (610) 989-3900 · Financial planningCRD 305118 · % of assets, Fixed fees, Performance-based fees · $3.5 billion AUMSEC registeredNo commissions reportedWick Capital Partners, LLC150 N. Radnor Chester Road, Suite A225 · Wayne, PA 19087 · (215) 302-3535 · Financial planningCRD 299194 · % of assets, Fixed fees · $929.7 million AUMSEC registeredNo commissions reported