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Retirement plan consulting in Brentwood, TN

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

All 8

Caldwell Advisors, LLC5210 Maryland Way, Ste 202 · Brentwood, TN 37027 · (615) 370-8988 · Financial planningCRD 144408 · % of assets, Hourly charges, Fixed fees · $351.4 million AUMSEC registeredNo commissions reportedErisa Advisers, INC.215 Centerview Dr, Suite 110 · Brentwood, TN 37027 · (855) 255-2391 · Flat / fixed feesCRD 170487 · % of assets, Fixed fees · $187.1 million AUMSEC registeredNo commissions reportedHighmark, LLC109 West Park Drive, Suite 120 · Brentwood, TN 37027 · (615) 970-8585 · Financial planningCRD 337564 · % of assets, Hourly charges, Fixed fees · $59.5 million AUMState registeredNo commissions reportedKeystone Financial Resources, LLC7112 Crossroads Blvd, Suite 101 · Brentwood, TN 37128 · (707) 932-5849 · Financial planningCRD 341495 · % of assets, Hourly charges, Fixed fees · $178.5 million AUMSEC registeredNo commissions reportedMain Street Investors, LLC205 Powell Place, Suite 209 · Brentwood, TN 37027 · (615) 369-0790 · Financial planningCRD 299291 · % of assets, Fixed fees · $31.4 million AUMState registeredNo commissions reportedPortus Capital Management, LLC215 Ward Circle, Suite 107 · Brentwood, TN 37027 · (615) 472-1194 · Flat / fixed feesCRD 285689 · % of assets, Fixed fees · $107.7 million AUMState registeredNo commissions reportedSeven Springs Wealth Group200 Powell Place, Suite 215 · Brentwood, TN 37027 · (615) 370-1253 · Financial planningCRD 127411 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedTbh Global Asset Management, LLC6 Cadillac Dr., Suite 300 · Brentwood, TN 37027 · (615) 690-4820 · Financial planningCRD 145536 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reported