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Retirement plan consulting in Austin, TX

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

All 32

Ark Wealth Management10800 Pecan Park Blvd, Ste 100 · Austin, TX 78750 · (512) 660-5703 · Financial planningCRD 317264 · % of assets, Fixed fees · $216.0 million AUMSEC registeredNo commissions reportedAustin 180 Advisory Group LLC201 W. 5th Street, Suite 1600 · Austin, TX 78701 · (512) 767-5812 · % of assets managedCRD 292141 · % of assets · $38.8 million AUMState registeredNo commissions reportedAustin Money Management Corporation3907 Medical Parkway, Suite 101 · Austin, TX 78756 · (512) 607-5008 · Financial planningCRD 302038 · % of assets, Hourly charges, Fixed fees · $296.1 million AUMSEC registeredNo commissions reportedAustin Wealth Management, LLC5209 Burnet Road, Ste. 210 · Austin, TX 78756 · (512) 467-2000 · Financial planningCRD 172793 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedBluespring Wealth Management, LLC5707 Southwest Parkway, Bldg 2 Ste 401 · Austin, TX 78735 · (737) 443-2122 · Financial planningCRD 152667 · % of assets, Hourly charges, Fixed fees · $5.4 billion AUMSEC registeredNo commissions reportedCentury Management Financial Advisors805 Las Cimas Parkway, Suite 305 · Austin, TX 78746 · (512) 329-0050 · Financial planningCRD 112308 · % of assets, Fixed fees, Performance-based fees · $679.5 million AUMSEC registeredNo commissions reportedCfm Wealth Partners LLC3500 Jefferson Street, Suite 315 · Austin, TX 78731 · (512) 366-3925 · Financial planningCRD 305135 · % of assets, Hourly charges, Fixed fees · $885.8 million AUMSEC registeredNo commissions reportedDecca Private Wealth Management, INC.8911 N. Capital of Texas Highway, Suite 4200 · Austin, TX 78759 · (512) 428-8806 · % of assets managedCRD 328165 · % of assets, Performance-based fees · $7.0 million AUMState registeredNo commissions reportedEnzi Wealth2406 Lake Austin Blvd. · Austin, TX 78703 · (512) 795-0030 · Financial planningCRD 315457 · % of assets, Hourly charges, Fixed fees · $450.9 million AUMSEC registeredNo commissions reportedErben Associates, LLC300 Beardsley Lane, Bldg. D, Suite 200 · Austin, TX 78746 · (512) 402-0250 · Financial planningCRD 148703 · Fixed fees, Other · $402.5 million AUMSEC registeredNo commissions reported
Faykus Financial, LLC13809 Research Blvd., Suite 537 · Austin, TX 78750 · (512) 522-1826 · Financial planningCRD 288957 · % of assets, Hourly charges, Fixed fees · $18.0 million AUMState registeredNo commissions reportedGrace Capital Management, LLC11651 Jollyville Road, Suite 300 · Austin, TX 78759 · (512) 485-1800 · Financial planningCRD 150054 · % of assets, Fixed fees, Performance-based fees · $108.7 million AUMSEC registeredNo commissions reportedHampton Rock Wealth Management7500 Rialto Boulevard, Building 2 Suite 150 · Austin, TX 78735 · (512) 256-9272 · Financial planningCRD 331682 · % of assets, Fixed fees · $192.4 million AUMSEC registeredNo commissions reportedHaven Financial Advisors210 Lee Barton Drive, #211 · Austin, TX 78704 · (512) 791-4335 · Financial planningCRD 118607 · % of assets, Hourly charges · $108.0 million AUMState registeredNo commissions reportedHub Investment Partners, LLC900 S. Capital of TX Highway, Suite 350 · Austin, TX 78746 · (512) 600-5390 · Financial planningCRD 307956 · % of assets, Hourly charges, Fixed fees · $11.9 billion AUMSEC registeredNo commissions reportedKestra Advisory Services, LLC5707 Southwest Parkway, Building 2, Suite 400 · Austin, TX 78735 · (844) 553-7872 · Financial planningCRD 283330 · % of assets, Hourly charges, Fixed fees · $79.8 billion AUMSEC registeredNo commissions reportedKestra Private Wealth Services, LLC5707 Southwest Parkway, Bldg. 2 Ste 400 · Austin, TX 78735 · (844) 553-7872 · Financial planningCRD 155193 · % of assets, Hourly charges, Fixed fees · $13.5 billion AUMSEC registeredNo commissions reportedLive Oak Investment Partners3103 Bee Cave Road, Suite 104 · Austin, TX 78746 · (512) 532-4700 · Financial planningCRD 304406 · % of assets, Hourly charges, Fixed fees · $266.4 million AUMSEC registeredNo commissions reportedLucien Stirling & Gray Advisory Group INC7800 N. Mopac Expy, Suite 340 · Austin, TX 78759 · (512) 458-2517 · Financial planningCRD 112641 · % of assets, Hourly charges, Fixed fees · $146.6 million AUMSEC registeredNo commissions reportedMeridian Wealth Advisors, LLC3600 North Capital of Texas Highway, Building B, Suite 150 · Austin, TX 78746 · (512) 717-5580 · Financial planningCRD 282609 · % of assets, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedOakwell Private Wealth Management3200 Steck Ave, Suite 200 · Austin, TX 78757 · Financial planningCRD 162096 · % of assets, Hourly charges, Fixed fees · $668.1 million AUMSEC registeredNo commissions reportedOrchard Financial98 San Jacinto Blvd #400 · Austin, TX 78701 · (512) 655-3444 · Financial planningCRD 300320 · % of assets, Hourly charges, Fixed fees · $21.7 million AUMState registeredNo commissions reportedOxbow Advisors, LLC200 West 6th Street, Suite 1920 · Austin, TX 78701 · (512) 386-1088 · Financial planningCRD 156393 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedPioneer Wealth Management Group800 W 5th St Unit 100-B · Austin, TX 78703 · (512) 334-6800 · Financial planningCRD 133429 · % of assets, Hourly charges, Fixed fees · $399.2 million AUMSEC registeredNo commissions reportedRobert Harrell, Incorporated8310 N. Capital of Texas Highway, Building 1, Suite 320 · Austin, TX 78731 · (512) 795-9100 · Flat / fixed feesCRD 106191 · % of assets, Fixed fees · $885.3 million AUMSEC registeredNo commissions reportedRoot Financial Partners801 Barton Springs Rd · Austin, TX 78704 · (760) 452-0720 · Financial planningCRD 290289 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedRudd and Wisdom, INC.9500 Arboretum Blvd, Suite 200 · Austin, TX 78759 · (512) 346-1590 · Financial planningCRD 115092 · Hourly charges, Fixed feesState registeredNo commissions reportedSage Advisory Services LTD CO5900 Southwest Parkway, Building 1, Suite 100 · Austin, TX 78735 · (512) 327-5530 · Flat / fixed feesCRD 106236 · % of assets, Fixed fees · $28.4 billion AUMSEC registeredNo commissions reportedShadowridge Asset Management, LLC1001 S. Capital of Texas Highway, M-100 · Austin, TX 78746 · (888) 434-1427 · Financial planningCRD 162066 · % of assets, Hourly charges, Fixed fees · $126.7 million AUMSEC registeredNo commissions reportedStrategic Investment Management9600 North Mopac, Suite 600 · Austin, TX 78759 · (512) 341-9898 · Financial planningCRD 129949 · % of assets · $40.8 million AUMState registeredNo commissions reportedStuart Investment Advisors, INC.623 W 38th Street, Suite 110 · Austin, TX 78705 · (512) 478-2275 · Financial planningCRD 109995 · % of assets · $630.5 million AUMSEC registeredNo commissions reportedWatercolor Financial9600 Great Hills Trail, Suite 150w · Austin, TX 78759 · (512) 250-1544 · Financial planningCRD 327254 · % of assets · $234.8 million AUMSEC registeredNo commissions reported