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Retirement plan consulting in Franklin, TN

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

All 7

Abound Wealth Management, LLC317 Main Street, Suite 201 · Franklin, TN 37064 · (615) 226-3667 · Financial planningCRD 285903 · % of assets, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedCypress Capital, LLC436 Main Street, Suite 205 · Franklin, TN 37064 · (615) 467-6075 · Financial planningCRD 171266 · % of assets, Hourly charges, Subscription fees · $426.0 million AUMSEC registeredNo commissions reportedEfinancial Alliance, LLC840 Crescent Centre Dr., Suite 600 · Franklin, TN 37067 · (615) 224-8534 · Financial planningCRD 161352 · % of assets, Hourly charges, Fixed fees · $291.9 million AUMSEC registeredNo commissions reportedOptivise Advisory Services LLC109 Holiday CT, Suite A6 · Franklin, TN 37067 · (855) 378-1806 · Financial planningCRD 301764 · % of assets, Hourly charges, Subscription fees · $287.9 million AUMSEC registeredNo commissions reportedSage Investment Counsel142 5th Avenue North, Suite a · Franklin, TN 37064 · (615) 591-1210 · Financial planningCRD 116907 · % of assets, Fixed fees, Performance-based fees · $164.6 million AUMSEC registeredNo commissions reportedSagespring Wealth Partners701 Cool Springs Blvd, Suite 500 · Franklin, TN 37067 · (615) 861-6100 · Financial planningCRD 283515 · % of assets, Hourly charges, Fixed fees · $8.5 billion AUMSEC registeredNo commissions reportedStrategic Wealth Partners LLC230 Franklin Rd, Building 2b · Franklin, TN 37064 · (615) 722-9990 · Financial planningCRD 336564 · % of assets, Fixed fees · $101.7 million AUMSEC registeredNo commissions reported