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Retirement plan consulting in Holladay, UT

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

All 3

Interwise3115 East Lion Lane, Suite 160 · Holladay, UT 84121 · (801) 484-6004 · Financial planningCRD 316746 · % of assets, Hourly charges, Fixed fees · $369.7 million AUMSEC registeredNo commissions reportedLunt Capital Management INC.4725 S. Holladay Blvd, Ste 220 · Holladay, UT 84117 · (801) 503-3035 · % of assets managedCRD 125183 · % of assets · $601.5 million AUMSEC registeredNo commissions reportedPlatform Wealth Advisors6510 S. Millrock Dr · Holladay, UT 84121 · (385) 243-0553 · Financial planningCRD 329313 · % of assets, Fixed fees · $509.0 million AUMSEC registeredNo commissions reported