Retirement plan consulting in San Juan, PR

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

All 4

Aton Financial LLC1116 Ponce De Leon, Suite 300 · San Juan, PR 00907 · (787) 725-6070 · Financial planningCRD 173070 · % of assets, Hourly charges, Fixed fees · $600.9 million AUMSEC registeredNo commissions reported Consultiva Wealth Management, Corp.American International Plaza, 250 Ave. Muñoz Rivera, Suite 1420 · San Juan, PR 00918 · (787) 763-5868 · Financial planningCRD 111846 · % of assets, Hourly charges, Fixed fees · $532.7 million AUMSEC registeredNo commissions reported Finanxial Investment Advisors, Corp121 De Diego Avenue, Urb. San Francisco · San Juan, PR 00927 · (787) 758-8234 · Financial planningCRD 300350 · % of assets, Other · $82.0 million AUMState registeredNo commissions reported Talon LLC151 Calle De San Francisco, Suite 200 · San Juan, PR 00901 · (352) 751-3200 · Financial planningCRD 298714 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reported