A complete list of active advisors currently associated with 401K Advisory Group, Inc.
Warmer can help you find a great advisor at 401K Advisory Group, Inc. or one who fits your needs even better.
401K Advisory Group, Inc. advises pension plan sponsors and the participants in their qualified retirement plans, concentrating on 401(k) plan advice and pension consulting for defined benefit and defined contribution plans. The firm delivers fiduciary guidance to plan sponsors and assists employees with personalized investment decisions and financial-wellness coaching tied to the sponsor’s plan. The brochure describes a conservative, fundamental-analysis approach that emphasizes mutual funds and exchange-traded funds and tailors recommendations through consultations about each client’s goals and circumstances. It reports $205,000 in assets managed on a non-discretionary basis and states that participant-directed trades are generally executed by the employee rather than initiated by the advisor. Noteworthy aspects include the firm’s exclusive focus on retirement-plan clients and on pension/profit-sharing arrangements, along with participant-level services such as the WellSpring Financial Wellness Coaching program and engagement of ERISA legal consultants. The firm also discloses that it does not take custody of assets, does not accept sales commissions or act as a broker-dealer, and relies on plan-selected recordkeepers and custodians for custody and reporting.
To learn more about the advisors currently working at 401K Advisory Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sandy Springs, GA
| 20
|
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