About
401K Engineers Inc. is a premier financial advisory firm that specializes in helping clients achieve their retirement goals through strategic planning and investment management. With over 20 years of experience and a team of 25 highly qualified advisors, the firm has a proven track record of success in helping individuals, families, and businesses secure their financial future.
The firm offers a range of services including retirement planning, investment management, estate planning, tax planning, and insurance evaluation and management. They work on a fee-only basis, ensuring that their interests are aligned with their clients' goals. Their team stays up-to-date on the latest market trends and investment strategies to provide personalized and comprehensive solutions for their diverse client base.
401K Engineers Inc. is registered with the SEC and operates under the fiduciary standard, providing clients with peace of mind knowing that their advisors are legally obligated to act in their best interests. With over $500 million in assets under management, this leading financial advisory firm is dedicated to helping clients achieve long-term financial security and growth.
Key Takeaways
- Expert retirement planning and investment management
- Personalized solutions to meet the unique needs of each client
- Proven track record of successful client outcomes
- Emphasis on long-term financial security and growth
- Continuous support and financial guidance
Facts & Insights
401K Engineers Inc. has been in business for over 20 years, during which time they have helped numerous clients achieve their retirement goals and secure their financial future. The firm manages over $500 million in assets and has a team of 25 highly qualified advisors who bring a combined experience of over 100 years to the table.
Assets, Advisors & Tenure
- Assets Under Management
- $500 million
- Number of Advisors
- 25
- Time in Business
- 20+ years
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance evaluation and management
Client Types
- Individuals and families seeking to plan for their retirement
- Business owners looking to provide retirement benefits for their employees
- High net worth individuals requiring complex financial solutions
- Individuals seeking to secure their estate and plan for their legacy
Fees & Compensation
401K Engineers Inc. operates on a fee-only basis, which means they do not receive any commissions or incentives for recommending certain investments or products. Their fees are based on a percentage of the assets they manage, ensuring that their interests are aligned with their clients' goals.
Background
The team at 401K Engineers Inc. is made up of highly qualified and experienced financial advisors who have a deep understanding of the ever-changing financial landscape. They are committed to staying up-to-date on the latest market trends and investment strategies in order to provide their clients with the best possible financial advice and solutions.
Disclosures
- 401K Engineers Inc. and their advisors are registered with the Securities and Exchange Commission (SEC) and are held to the fiduciary standard, which means they are legally obligated to act in their clients' best interests. The firm's Form ADV disclosure document is available upon request and provides important information about the firm's services, fees, and potential conflicts of interest.
Firm Facts
- Primary Business Name
- 401K ENGINEERS INC.
- Organization CRD
- 309129
- Legal Name
- 401K ENGINEERS INC.