Alliant Retirement Consulting

CRD#167970
Investment Advisor Firm

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Learn more about Alliant Retirement Consulting

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Alliant Retirement Consulting is located at 1125 Sanctuary Parkway, Alpharetta, GA. The firm employs 23 financial advisors to manage client portfolios and provide financial guidance. Alliant Retirement Consulting is not a registered broker-dealer.

    Alliant Retirement Consulting oversees $144.0 million in assets under management across 47 accounts, all of which are non-discretionary. The firm offers pension consulting services and caters primarily to pension plans, which are also the largest client type by accounts. The fee structure at Alliant Retirement Consulting includes asset-based, fixed, and other fees. The firm maintains affiliations with an insurance company or agency.

    Alliant Retirement Consulting is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming, and Hawaii.

    Assets Under Management

    $144.0 million

    Number of Advisors

    23

    Disclosures

    No

    Office Location

    1125 Sanctuary Parkway
    Alpharetta, GA 30009

    Alliant Retirement Consulting by the Numbers

    Total Assets Under Management

    $144.0 million

    National Average: $8.6 billion
    Total Number of Employees

    23

    National Average: 64
    Total Number of Accounts

    47

    National Average: 375,227
    Average Account Size

    $3.1 million

    National Average: $23.0 thousand
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    Fee Structure

    A financial advisor's fees largely vary depending on the type of services offered. Fees charged by Alliant Retirement Consulting can include some combination of the following fee types: asset-based, fixed, or other.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Types of Clients

    It provides services to pension plans. Alliant Retirement Consulting's largest client type by number of accounts is pension plans.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Alliant Retirement Consulting does not have any disclosures.

    Please visit its Form ADV for more details.

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    If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.

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    Financial Advisors at Alliant Retirement Consulting

    Shakeil Becker
    Seattle, WA
    Matthew Graser
    New York, NY
    Robert Knowles
    Oklahoma City, OK
    Andrew Denler
    New York, NY
    Julia Mendak
    New York, NY
    Jonathan Taporco
    Austin, TX
    Matthew Webb
    Fresno, CA
    Ryan Barnett
    Alpharetta, GA
    Julia Sell
    Alpharetta, GA

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