Fee-OnlyFinder

Retirement plan consulting in Bellingham, WA

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

All 4

Baring Financial LLC1310 10th St, Suite 101 · Bellingham, WA 98225 · (360) 671-7257 · Financial planningCRD 173761 · % of assets · $210.3 million AUMSEC registeredNo commissions reportedSkyline Advisors, INC.405 32nd Street, Suite 201 · Bellingham, WA 98225 · (360) 671-1621 · Flat / fixed feesCRD 188511 · % of assets, Fixed fees · $386.5 million AUMSEC registeredNo commissions reportedTradewinds Capital Management, LLC2211 Rimland Drive, Suite 401 · Bellingham, WA 98226 · (360) 715-9000 · Financial planningCRD 145934 · % of assets, Hourly charges, Fixed fees · $727.3 million AUMSEC registeredNo commissions reportedTrail Financial Planning LLC214 N Commercial St. · Bellingham, WA 98225 · (360) 399-6486 · Financial planningCRD 165063 · % of assets, Hourly charges · $117.3 million AUMSEC registeredNo commissions reported