401k Advisory Group, Inc.

Overview

401k Advisory Group, Inc. is a small corporate advisory practice focused on retirement-plan related work and portfolio management for individuals and small businesses. The firm’s regulatory filings identify advisory activities that emphasize pension consulting and 401(k)-type plan advisory, and it operates under an owner-type classified as an individual. It does not present itself as an active ESG investor, is not a multi-state adviser, and does not report affiliation with a related adviser or broader capital allocator platform. The firm’s fee arrangements include a mix of percentage-of-AUM, hourly charges, and fixed-fee engagements, which aligns with project-based plan work as well as ongoing advisory relationships.

Assets & Accounts

Public Holdings

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Location & Offices