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Retirement plan consulting in Edmonds, WA

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

All 3

Pacific Sage Partners, LLC505 5th Avenue South, Suite 104 · Edmonds, WA 98020 · (206) 533-0500 · Financial planningCRD 315663 · % of assets, Hourly charges, Fixed fees · $986.3 million AUMSEC registeredNo commissions reportedSage Advisors, LLC115 2nd Avenue North, Suite 200 · Edmonds, WA 98020 · (206) 516-7991 · Financial planningCRD 301328 · % of assets, Fixed fees · $575.1 million AUMSEC registeredNo commissions reportedVan Ray Wealth Management120 West Dayton Street, Suite B-6 · Edmonds, WA 98020 · (425) 787-2400 · Financial planningCRD 304550 · % of assets, Hourly charges, Fixed fees · $14.0 million AUMState registeredNo commissions reported