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Retirement plan consulting in The Woodlands, TX

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

All 5

Bison Investment Advisors, LLC10055 Grogans Mill, Suite 120 · The Woodlands, TX 77380 · (281) 665-3616 · Hourly feesCRD 149775 · % of assets, Hourly charges, Fixed fees · $157.5 million AUMSEC registeredNo commissions reportedKoinonia Financial9400 Grogans Mill Rd, Ste 305 · The Woodlands, TX 77380 · (281) 367-2525 · % of assets managedCRD 312136 · % of assets · $101.5 million AUMState registeredNo commissions reportedLegacy Capital1725 Hughes Landing Blvd.,, Suite 860 · The Woodlands, TX 77380 · (281) 595-1990 · Financial planningCRD 332184 · % of assets, Hourly charges, Fixed fees · $273.4 million AUMSEC registeredNo commissions reportedPeirce Capital Management, LLC4840 W. Panther Creek, Suite 210 · The Woodlands, TX 77381 · (281) 858-3524 · % of assets managedCRD 142654 · % of assets · $534.1 million AUMSEC registeredNo commissions reportedWaterway Wealth Management, L.L.C.21 Waterway, Suite 500 · The Woodlands, TX 77380 · (281) 363-0000 · Financial planningCRD 164975 · % of assets, Hourly charges, Fixed fees · $675.8 million AUMSEC registeredNo commissions reported