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Retirement plan consulting in Lehi, UT

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

All 5

Drive Wealth Advisers3333 N Digital Drive, #700 · Lehi, UT 84043 · (801) 901-6150 · Financial planningCRD 174728 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedGajardo Wealth Management LLC2901 W. Bluegrass Blvd, Suite 200-504 · Lehi, UT 84048 · (801) 391-5176 · Financial planningCRD 330711 · % of assets, Hourly charges, Fixed fees · $7.2 million AUMState registeredNo commissions reportedProvident Living Financial Services3450 N Triumph Blvd., Suite 102 · Lehi, UT 84043 · (801) 753-5639 · Financial planningCRD 282665 · % of assets, Hourly charges, Fixed fees · $158.1 million AUMSEC registeredNo commissions reportedSwitchpoint Financial Planning LLC2901 W Bluegrass Blvd, Suite 200 - 26 · Lehi, UT 84048 · (801) 753-8538 · Financial planningCRD 282856 · % of assets, Hourly charges, Fixed fees · $367.1 million AUMSEC registeredNo commissions reportedTownsquare Capital, LLCTraverse Ridge Center II, 3450 Triumph Boulevard · Lehi, UT 84043 · (385) 375-8650 · Flat / fixed feesCRD 288576 · % of assets, Fixed fees · $18.1 billion AUMSEC registeredNo commissions reported