Financial Consulate

Retirement Plan Advisor

About Financial Consulate

Website: https://financialconsulate.com/

Services Offered

  • 3(21) Investment Advisor

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
MID-ATLANTIC NEPHROLOGY ASSOCIATES, P.A. 401K PROFIT SHARING PLANMID-ATLANTIC NEPHROLOGY ASSOCIATES, MD$76M123