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Retirement plan consulting in McLean, VA

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

All 12

4j Wealth Management, LLC1355 Beverly Rd, Suite 310 · McLean, VA 22101 · (703) 566-9573 · Financial planningCRD 297268 · % of assets, Hourly charges, Fixed fees · $348.1 million AUMSEC registeredNo commissions reportedActs Financial Advisors1390 Chain Bridge Rd #10147 · McLean, VA 22101 · (571) 749-5522 · Financial planningCRD 325930 · % of assets, Hourly charges, Fixed fees · $126.5 million AUMSEC registeredNo commissions reportedAndersen1861 International Drive, Suite 501 · McLean, VA 22102 · (571) 382-0020 · Financial planningCRD 124205 · % of assets, Hourly charges, Fixed fees · $6.3 billion AUMSEC registeredNo commissions reportedArgo Wealth Advisory, LLC1765 Greensboro Station Place, Suite 900 · McLean, VA 22102 · (703) 914-3830 · Financial planningCRD 334041 · % of assets, Fixed fees · $256.2 million AUMSEC registeredNo commissions reportedBrown | Miller Wealth Management, LLC8280 Greensboro Drive, Suite 220 · McLean, VA 22102 · (703) 972-1950 · Financial planningCRD 305742 · % of assets, Hourly charges, Fixed fees · $991.1 million AUMSEC registeredNo commissions reportedBull Run Investment Management LLC6731 Whittier Avenue, Suite #200 · McLean, VA 22101 · (703) 344-6844 · Financial planningCRD 306763 · % of assets · $56.2 million AUMState registeredNo commissions reportedCassaday & Company, INC.8180 Greensboro Drive, Suite 1180 · McLean, VA 22102 · (703) 506-8200 · Financial planningCRD 317672 · % of assets, Hourly charges, Other · $7.1 billion AUMSEC registeredNo commissions reportedCenturion Wealth Management7901 Jones Branch Drive, Suite 230 · McLean, VA 22102 · (571) 765-1890 · Financial planningCRD 317929 · % of assets, Hourly charges, Performance-based fees · $786.2 million AUMSEC registeredNo commissions reportedOlio Financial Planning1751 Pinnacle Drive, Suite 600 · McLean, VA 22102 · (703) 459-9299 · Financial planningCRD 282355 · Hourly charges, Fixed fees · $600.5 million AUMSEC registeredNo commissions reportedPointoak Retirement Advisors1751 Pinnacle Dr, Ste 600 · McLean, VA 22102 · (703) 595-4444 · Flat / fixed feesCRD 314866 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reported
Spire Wealth Management, LLC7901 Jones Branch Dr., Suite 800 · McLean, VA 22102 · (703) 657-6060 · Financial planningCRD 113908 · % of assets, Hourly charges, Subscription fees · $4.5 billion AUMSEC registeredNo commissions reportedWest Financial Services, INC.2010 Corporate Ridge Road, Ste 530 · McLean, VA 22102 · (703) 847-2500 · Financial planningCRD 137497 · % of assets, Hourly charges, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reported