Fee-OnlyFinder

Retirement plan consulting in Seattle, WA

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

All 18

Adams Financial Concepts, LLC1001 Fourth Avenue, Suite 4330 · Seattle, WA 98154 · (206) 903-1019 · % of assets managedCRD 134545 · % of assets, Performance-based fees · $78.5 million AUMState registeredNo commissions reportedAspire Capital Advisors LLC1815 North 45th Street, Suite 105 · Seattle, WA 98103 · (206) 939-5615 · Financial planningCRD 298366 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedBrighton Jones LLC2030 1st Avenue, 3rd Floor · Seattle, WA 98121 · (206) 258-5000 · Financial planningCRD 108601 · % of assets, Hourly charges, Fixed fees · $18.9 billion AUMSEC registeredNo commissions reportedCadence Wealth Management, LLC1420 5th Avenue, #2200 · Seattle, WA 98101 · (206) 224-5636 · Financial planningCRD 158636 · % of assets, Hourly charges, Fixed fees · $104.5 million AUMState registeredNo commissions reportedEmpirical Wealth Management1420 5th Ave, Suite 3150 · Seattle, WA 98101 · (206) 923-3474 · Financial planningCRD 152622 · % of assets, Hourly charges, Fixed fees · $8.4 billion AUMSEC registeredNo commissions reportedGarde Capital, INC.1301 Fifth Avenue, Suite 3030 · Seattle, WA 98101 · (206) 552-7900 · Financial planningCRD 151043 · % of assets, Hourly charges, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedGreene Wealth Management, LLC1301 5th Avenue, Suite 3410 · Seattle, WA 98101 · (206) 623-2200 · Financial planningCRD 137810 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedHohimer Wealth Management, LLCOne Union Square, 600 University Street, Suite 2401 · Seattle, WA 98101 · (206) 709-5955 · Financial planningCRD 300140 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedLakeside Advisors INC1115 East Denny Way · Seattle, WA 98122 · (206) 285-1730 · Financial planningCRD 104540 · % of assets, Hourly charges, Fixed fees · $412.2 million AUMSEC registeredNo commissions reportedLucid Advisors, INC.2101 4th Avenue, Suite 2130 · Seattle, WA 98121 · (206) 267-2222 · Financial planningCRD 116639 · Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reported
Mangan Wealth Management2611 Ne 113th St, Suite 300 · Seattle, WA 98125 · (206) 441-1980 · Financial planningCRD 143863 · % of assets, Hourly charges · $222.0 million AUMSEC registeredNo commissions reportedMartin Nelson & CO., INC.1500 Westlake Ave North #200 · Seattle, WA 98109 · (206) 682-6261 · % of assets managedCRD 2903 · % of assets · $287.3 million AUMSEC registeredNo commissions reportedNorthern Lights Advisors, INC.1448 Nw Market St, Suite 500 · Seattle, WA 98107 · (206) 203-6638 · Financial planningCRD 167824 · % of assets, Hourly charges, Fixed fees · $258.9 million AUMSEC registeredNo commissions reportedOliver Capital Management601 Union Street, Suite 3010 · Seattle, WA 98101 · (206) 775-7500 · Financial planningCRD 127606 · % of assets · $505.5 million AUMSEC registeredNo commissions reportedSapling Wealth Management2800 1st Avenue · Seattle, WA 98121 · (206) 281-4055 · Financial planningCRD 155361 · % of assets, Hourly charges, Fixed fees · $93.0 million AUMState registeredNo commissions reportedStrategic Retirement Partners, LLC1501 California Ave Sw, Apt 307 · Seattle, WA 98116 · (425) 221-1422 · Hourly feesCRD 297011 · % of assets, Hourly charges, Fixed fees · $4.6 million AUMState registeredNo commissions reportedVictor Jones CPA, PC1511 3rd Ave. Suite 503 · Seattle, WA 98101 · (206) 743-1375 · Financial planningCRD 324604 · % of assets, Hourly charges, Fixed fees · $3.9 million AUMState registeredNo commissions reportedWafd Wealth, INC1215 Fourth Avenue, Suite 2200 · Seattle, WA 98161 · (206) 467-2800 · Financial planningCRD 337346 · % of assets, Fixed fees · $348.1 million AUMSEC registeredNo commissions reported