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Retirement plan consulting in San Antonio, TX

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

All 17

1900 Wealth1900 Broadway, Suite 900 · San Antonio, TX 78215 · (210) 736-7770 · Financial planningCRD 175346 · % of assets, Hourly charges, Fixed fees · $3.1 billion AUMSEC registeredNo commissions reportedBraintrust Capital, LLC17806 Ih 10 West, Suite 300 · San Antonio, TX 78257 · (210) 819-7425 · Financial planningCRD 319510 · % of assets, Hourly charges, Fixed fees · $95.0 million AUMState registeredNo commissions reportedCapital Alliance Wealth Management4079 De Zavala Rd · San Antonio, TX 78249 · (210) 460-6677 · Financial planningCRD 315548 · % of assets, Hourly charges, Fixed fees · $32.4 million AUMState registeredNo commissions reportedEndure Retirement LLC1600 Ne Loop 410, Suite 217 · San Antonio, TX 78209 · (210) 510-4222 · Hourly feesCRD 298200 · % of assets, Hourly charges, Fixed fees · $45.1 million AUMState registeredNo commissions reportedImperium Wealth Management, LLC112 East Pecan St., Suite 2910 · San Antonio, TX 78205 · (210) 332-9533 · Financial planningCRD 159148 · % of assets, Hourly charges, Fixed fees · $264.6 million AUMSEC registeredNo commissions reportedKapela4040 Broadway, Suite 605 · San Antonio, TX 78209 · (210) 504-4563 · Financial planningCRD 309601 · % of assets, Hourly charges, Fixed fees · $50.4 million AUMState registeredNo commissions reportedKercheville Advisors LLC15750 Ih-10 West · San Antonio, TX 78249 · (210) 694-5000 · Financial planningCRD 169471 · % of assets, Hourly charges, Fixed fees · $554.7 million AUMSEC registeredNo commissions reportedLarsen Financial Management11314 Whisper Dawn · San Antonio, TX 78230 · (210) 393-8642 · Financial planningCRD 318482 · % of assets, Hourly charges, Fixed fees · $1.3 million AUMState registeredNo commissions reportedMoney Managers, INC.15303 Huebner Rd., Bldg. 10 · San Antonio, TX 78248 · (210) 349-9494 · Financial planningCRD 104529 · % of assets, Fixed fees · $146.6 million AUMSEC registeredNo commissions reportedS Harris Financial Group, LLC4456 Lockhill Selma Rd, Suite 101 · San Antonio, TX 78249 · (210) 547-3450 · Financial planningCRD 151899 · % of assets, Hourly charges, Fixed fees · $404.4 million AUMSEC registeredNo commissions reported
Sansone & Associates1100 Nw Loop 410, Suite 700 · San Antonio, TX 78213 · (210) 558-7218 · Financial planningCRD 130053 · % of assets, Hourly charges, Fixed fees · $12.5 million AUMState registeredNo commissions reportedStone Oak Wealth Management, LLC19026 Ridgewood Parkway, Suite 134 · San Antonio, TX 78259 · (210) 339-2707 · Financial planningCRD 288217 · % of assets · $355.6 million AUMSEC registeredNo commissions reportedStrategic Financial Concepts, LLC901 Ne Loop 410, Suite 100 · San Antonio, TX 78209 · (210) 737-7800 · Financial planningCRD 141849 · % of assets, Hourly charges, Fixed fees · $927.7 million AUMSEC registeredNo commissions reportedSwbc Investment Company9311 San Pedro Avenue, Suite 600 · San Antonio, TX 78216 · (210) 376-3279 · Financial planningCRD 140994 · % of assets, Hourly charges, Fixed fees · $256.0 million AUMSEC registeredNo commissions reportedThe Summit Group342 W. Woodlawn Avenue, Ste. 200 · San Antonio, TX 78212 · (210) 293-0293 · Financial planningCRD 173130 · % of assets, Fixed fees · $16.0 million AUMState registeredNo commissions reportedThe Viable Group, INC.8700 Crownhill Blvd, Suite 303 · San Antonio, TX 78209 · (210) 824-1750 · Financial planningCRD 143266 · % of assets, Hourly charges, Fixed fees · $60.0 million AUMState registeredNo commissions reportedTitleist Asset Management, LLC777 E. Sonterra Blvd., Suite 330 · San Antonio, TX 78258 · (210) 826-2424 · Financial planningCRD 323567 · % of assets, Hourly charges, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reported