Retirement plan consulting in Providence, RI

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

All 7

Barrett & Company42 Weybosset Street · Providence, RI 02903 · (401) 351-1000 · Financial planningCRD 1175 · % of assets · $529.7 million AUMSEC registeredNo commissions reported Canton Hathaway LLCOne West Exchange Street, Suite 3202 · Providence, RI 02903 · (401) 433-7800 · Flat / fixed feesCRD 297527 · % of assets, Fixed fees · $866.1 million AUMSEC registeredNo commissions reported Newman Dignan & Sheerar, INC260 West Exchange Street, Suite 302 · Providence, RI 02903 · (401) 351-4010 · Financial planningCRD 107565 · % of assets, Hourly charges, Fixed fees · $731.3 million AUMSEC registeredNo commissions reported Sheeley & Partners Wealth Management, LLC100 Westminster St., Suite 1202 · Providence, RI 02903 · (401) 455-1230 · Financial planningCRD 109013 · % of assets, Hourly charges, Fixed fees · $131.3 million AUMSEC registeredNo commissions reported Sk Wealth Management, LLC50 Holden St · Providence, RI 02908 · (401) 331-1575 · Financial planningCRD 109114 · % of assets, Hourly charges, Fixed fees · $639.0 million AUMSEC registeredNo commissions reported Strategicpoint Investment Advisors LLC294 West Exchange Street · Providence, RI 02903 · (401) 273-1500 · Financial planningCRD 124636 · % of assets, Hourly charges, Other · $914.8 million AUMSEC registeredNo commissions reported Zarathustra Wealth Management166 Valley Street, Building 6m, Suite 103 · Providence, RI 02909 · (401) 529-7971 · Financial planningCRD 330510 · % of assets, Hourly charges · $3.0 million AUMState registeredNo commissions reported