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Retirement plan consulting in West Chester, PA

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

All 7

Ballast Financial Advisors, LLC535 N. Church St., Suite 205 · West Chester, PA 19380 · (484) 266-7281 · Financial planningCRD 304430 · % of assets, Hourly charges, Fixed fees · $342.6 million AUMSEC registeredNo commissions reportedMarket Street Wealth Management999 West Chester Pike, Suite 202 · West Chester, PA 19382 · (610) 692-3200 · Financial planningCRD 155157 · % of assets, Hourly charges, Fixed fees · $837.0 million AUMSEC registeredNo commissions reportedMarquette Associates, INC.600 Willowbrook Lane, Suite 610 · West Chester, PA 19382 · (610) 719-0300 · Hourly feesCRD 118655 · % of assets, Hourly charges, Fixed fees · $315.7 million AUMSEC registeredNo commissions reportedVeery Capital, LLC24 W Market Street · West Chester, PA 19382 · (302) 660-3350 · Financial planningCRD 298465 · % of assets, Hourly charges, Fixed fees · $971.4 million AUMSEC registeredNo commissions reportedWealthcare Advisory Partners LLC1065 Andrew Drive · West Chester, PA 19380 · (804) 644-4711 · Financial planningCRD 171976 · % of assets, Hourly charges, Fixed fees · $8.3 billion AUMSEC registeredNo commissions reportedWealthcare Capital Partners, LLC1065 Andrew Drive · West Chester, PA 19380 · (804) 644-4711 · Financial planningCRD 330300 · % of assets, Hourly charges, Fixed fees · $407.4 million AUMSEC registeredNo commissions reportedWedmont Private Capital26 South Church Street, Suite 1a · West Chester, PA 19382 · (610) 885-8200 · Financial planningCRD 305815 · Fixed fees · $3.4 billion AUMSEC registeredNo commissions reported