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Retirement plan consulting in Brookfield, WI

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

All 5

Annex Wealth Management, LLC17950 W. Corporate Drive, Suite 300 · Brookfield, WI 53045 · (262) 786-6363 · Financial planningCRD 127987 · % of assets, Hourly charges, Fixed fees · $8.1 billion AUMSEC registeredNo commissions reportedCharter Capital Management, INC13805 W Burleigh Road, Suite 100 · Brookfield, WI 53005 · (414) 257-3700 · Financial planningCRD 35919 · % of assets · $462.2 million AUMSEC registeredNo commissions reportedEntasis Asset Management LLC200 S Executive Dr., Suite 101 · Brookfield, WI 53005 · (262) 754-5299 · Financial planningCRD 282711 · % of assets, Fixed fees · $197.9 million AUMSEC registeredNo commissions reportedGranite Financial Group175 N. Patrick Blvd., Suite 170 · Brookfield, WI 53045 · (262) 792-1111 · Financial planningCRD 168675 · % of assets, Hourly charges, Fixed fees · $186.2 million AUMSEC registeredNo commissions reportedSterling Capital Management INC17160 W. North Ave, Suite 200 · Brookfield, WI 53005 · (262) 970-9700 · Financial planningCRD 106822 · % of assets, Hourly charges, Fixed fees · $296.9 million AUMSEC registeredNo commissions reported