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Retirement plan consulting in Richardson, TX

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

All 7

Bland Garvey Wealth Advisors, LLC2600 North Central Expressway, Suite 550 · Richardson, TX 75080 · (972) 231-2503 · Hourly feesCRD 140066 · % of assets, Hourly charges · $241.2 million AUMSEC registeredNo commissions reportedGenerational Wealth Advisors3400 North Central Expressway, Suite 100 · Richardson, TX 75080 · (972) 378-1795 · Financial planningCRD 135145 · % of assets, Hourly charges, Fixed fees · $568.8 million AUMSEC registeredNo commissions reportedGfn Capital Management300 N. Coit Road, Suite 1300 · Richardson, TX 75080 · (972) 385-0007 · Flat / fixed feesCRD 139403 · % of assets, Subscription fees, Fixed fees · $120.1 million AUMSEC registeredNo commissions reportedLd Lowe Wealth Advisory1100 East Campbell Road, Suite 200 · Richardson, TX 75081 · (972) 335-2523 · Financial planningCRD 136596 · % of assets, Hourly charges, Fixed fees · $118.8 million AUMSEC registeredNo commissions reportedLemnis Capital2400 Lakeside Blvd, Suite 200 · Richardson, TX 75082 · (972) 928-6196 · Financial planningCRD 340137 · % of assets, Fixed fees · $97.9 million AUMSEC registeredNo commissions reportedOlympus Capital, LLC3400 North Central Expressway, Suite 110 · Richardson, TX 75080 · (214) 999-1140 · Financial planningCRD 310659 · % of assets, Hourly charges, Fixed fees · $55.3 million AUMState registeredNo commissions reportedStrategic Wealth Planning2929 North Central Expressway, Suite 200 · Richardson, TX 75080 · (214) 727-6000 · Financial planningCRD 149134 · % of assets, Hourly charges, Fixed fees · $208.6 million AUMSEC registeredNo commissions reported