Fee-OnlyFinder

Retirement plan consulting in Greenville, SC

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

All 11

Bca Private Wealth, INC.15 Halton Green Way · Greenville, SC 29607 · (864) 322-6046 · Financial planningCRD 140913 · % of assets, Hourly charges, Fixed fees · $317.3 million AUMSEC registeredNo commissions reportedDiscipline Wealth Solutions, INC.15 Halton Green Way · Greenville, SC 29607 · (864) 322-6046 · Financial planningCRD 315846 · % of assets, Hourly charges, Fixed fees · $746.7 million AUMSEC registeredNo commissions reportedFamily Legacy, INC.900 Pendleton Street, Suite 200 · Greenville, SC 29601 · (864) 233-0808 · Financial planningCRD 110945 · % of assets, Fixed fees · $377.3 million AUMSEC registeredNo commissions reportedFiduciary Organization, LLC217 West Stone Ave · Greenville, SC 29609 · (864) 704-5114 · Financial planningCRD 325661 · % of assets, Hourly charges, Fixed fees · $14.8 million AUMState registeredNo commissions reportedIntelligent Investing33 Market Point Drive · Greenville, SC 29607 · (864) 679-0500 · Financial planningCRD 286436 · % of assets, Hourly charges, Fixed fees · $54.3 million AUMState registeredNo commissions reportedJ. Freeman & Associates8 Pelham Road · Greenville, SC 29615 · (864) 331-4400 · Financial planningCRD 144039 · % of assets, Fixed fees · $175.0 million AUMSEC registeredNo commissions reportedMatch Grade Advisors400 Pettigru St · Greenville, SC 29601 · (864) 250-0661 · Financial planningCRD 299181 · % of assets, Fixed fees · $479.4 million AUMSEC registeredNo commissions reportedNorris Financial Group, LLC605 N. Main Street · Greenville, SC 29601 · (864) 235-6408 · Financial planningCRD 129422 · % of assets, Hourly charges, Fixed fees · $353.0 million AUMSEC registeredNo commissions reportedNovus Advisors607 Pendleton Street, Suite 101-B · Greenville, SC 29601 · (864) 272-3579 · % of assets managedCRD 157908 · % of assets · $91.3 million AUMSEC registeredNo commissions reportedPrimetrust Advisors LLC850 S Pleasantburg Dr, Suite 101 · Greenville, SC 29607 · (864) 552-4020 · Financial planningCRD 141625 · % of assets, Hourly charges, Fixed fees · $421.6 million AUMSEC registeredNo commissions reportedWealth Management Advisors, LLC3 Legacy Park Road, Suite a · Greenville, SC 29607 · (864) 236-4706 · Financial planningCRD 171260 · % of assets, Hourly charges, Fixed fees · $686.1 million AUMSEC registeredNo commissions reported