A complete list of active advisors currently associated with Vestment 401K Advisors LLC
Warmer can help you find a great advisor at Vestment 401K Advisors LLC or one who fits your needs even better.
Vestment 401k Advisors LLC is a state-registered investment adviser that, at initial registration, reports no regulatory assets under management. The firm focuses on retirement plan consulting and ERISA fiduciary services for participant-directed defined contribution plans (401(k), 403(b), profit sharing) and also offers customized portfolio management and trust services for individuals, high-net-worth clients, and nonprofit entities, along with standalone financial planning and consulting. The firm's investment approach emphasizes Modern Portfolio Theory, passive index-based asset allocation, and quantitative fund screening using tools such as the Fi360 Fiduciary Focus Toolkit; it documents objectives and replacement criteria in formal Investment Policy Statements and conducts target-date and QDIA due diligence. For retirement plans the firm can serve as an ERISA 3(38) discretionary investment manager or as a 3(21) non-discretionary advisor, and for private wealth accounts it provides both discretionary management under a limited power of attorney and non-discretionary recommendations, relying on institutional custodial and recordkeeper platforms for automated rebalancing and trade execution. Compared with peers in the same registration category, the firm is notable for offering a combination of pension consulting/ERISA fiduciary services and retail-facing offerings — including employee financial education workshops, hourly and fixed-fee financial planning, and tiered or fixed-fee plan and wealth management options — features that are statistically uncommon among similarly registered firms. The firm also maintains a strict inbound-only policy for participant engagements and separates any insurance-related activities through written disclosures and engagement boundaries, and it does not act as a private fund adviser or participate in wrap-fee programs.
To learn more about the advisors currently working at Vestment 401K Advisors LLC, 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 |
|---|---|---|
Naperville, IL
| 1
|
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