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Retirement plan consulting in Plano, TX

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

All 13

Astra Wealth Management Group5700 Granite Parkway, Suite 330 · Plano, TX 75024 · (972) 327-8820 · Financial planningCRD 326006 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedBdj Wealth Management LLC4521 Big Sky Drive · Plano, TX 75024 · (469) 619-9525 · Financial planningCRD 309290 · % of assets, Fixed fees · $31.8 million AUMState registeredNo commissions reportedCrescent Advisor Group, INC.4975 Preston Park Blvd., Suite 820 · Plano, TX 75093 · (972) 490-0150 · Financial planningCRD 115974 · % of assets, Fixed fees · $344.4 million AUMSEC registeredNo commissions reportedDeramus Wealth Management, LLC6275 W. Plano Parkway, Suite 500 · Plano, TX 75093 · (972) 235-9090 · Financial planningCRD 289771 · % of assets, Fixed fees, Performance-based fees · $61.8 million AUMState registeredNo commissions reportedInsight Wealth Partners3333 Premier Drive, Suite 800 · Plano, TX 75023 · (972) 543-4800 · Financial planningCRD 153635 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedMoss, Luse & Womble, LLC5160 Tennyson Parkway, Suite 2000w · Plano, TX 75024 · (972) 674-2584 · Financial planningCRD 152841 · % of assets, Hourly charges, Fixed fees · $803.2 million AUMSEC registeredNo commissions reportedSafe Landing Financial5830 Granite Pkwy #100-212 · Plano, TX 75024 · (512) 662-1835 · Financial planningCRD 297835 · % of assets, Hourly charges, Fixed fees · $12.4 million AUMState registeredNo commissions reportedSchlegel Dunn LLC7160 Dallas Parkway, Suite 230 · Plano, TX 75024 · (972) 327-3607 · Financial planningCRD 337990 · % of assets, Fixed fees · $279.1 million AUMSEC registeredNo commissions reportedStrategic Financial Planning, INC.6513 Preston Rd., Suite 100 · Plano, TX 75024 · (972) 403-1234 · Financial planningCRD 118450 · % of assets, Hourly charges, Fixed fees · $220.6 million AUMSEC registeredNo commissions reportedTevis Investment Management, LLC5700 West Plano Parkway, Suite 3800 · Plano, TX 75093 · (972) 971-2169 · Financial planningCRD 167750 · % of assets · $234.8 million AUMSEC registeredNo commissions reported
Tfr Capital5830 Granite Pkwy, Suite 200 · Plano, TX 75024 · (800) 765-0397 · Financial planningCRD 333108 · % of assets, Hourly charges, Fixed fees · $403.1 million AUMSEC registeredNo commissions reportedVann Equity Management LLC4975 Preston Park Blvd #490 · Plano, TX 75093 · (214) 983-0346 · Financial planningCRD 174239 · % of assets, Hourly charges, Fixed fees · $231.2 million AUMSEC registeredNo commissions reportedYour Richest Life500 Central Expy, Ste 500 · Plano, TX 75074 · (469) 708-7975 · Financial planningCRD 171609 · % of assets, Hourly charges, Fixed fees · $28.7 million AUMState registeredNo commissions reported