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Retirement plan consulting in Roanoke, VA

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

All 6

American Financial Planning, INC.541 Luck Avenue Sw, Suite 304 · Roanoke, VA 24016 · (540) 904-1670 · Financial planningCRD 142588 · % of assets, Hourly charges, Fixed fees · $21.5 million AUMState registeredNo commissions reportedBeacon Wealth Consultants, INC.302 Washington Ave. Sw · Roanoke, VA 24016 · (540) 345-3891 · Financial planningCRD 154939 · % of assets, Hourly charges, Fixed fees · $278.3 million AUMSEC registeredNo commissions reportedMonsour Advisory Services, INC.2762 Electric Road, Suite B · Roanoke, VA 24018 · (540) 989-6578 · Financial planningCRD 134333 · % of assets, Hourly charges, Fixed fees · $98.8 million AUMState registeredNo commissions reportedOg Advisory Group, LLC103 Kirk Avenue Se · Roanoke, VA 24011 · (540) 384-0422 · Financial planningCRD 326855 · % of assets, Fixed fees, Other · $13.9 million AUMState registeredNo commissions reportedPeakvalley Wealth, LLC2762 Electric Road, Suite C · Roanoke, VA 24018 · (540) 904-7969 · Financial planningCRD 165542 · % of assets, Hourly charges · $130.3 million AUMSEC registeredNo commissions reportedWaynefirebaugh, INC.111 Campbell Avenue, Sw, Suite 1b · Roanoke, VA 24011 · (540) 366-5800 · Financial planningCRD 138731 · % of assets, Hourly charges, Other · $90.0 million AUMState registeredNo commissions reported