Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alliant Retirement Services provides retirement plan consulting services to employers. Fees are based on a percentage of assets under advisement (0.05% to 0.50%), fixed quarterly fees ($5,000 to $150,000 annually), or the number of plan participants ($35-$50 per participant). Fees are negotiable and depend on the size and complexity of the client relationship.
Areas of Practice
Advisor Information
Office location
1125 Sanctuary Parkway, Suite 300, Alpharetta, GA, 30009
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kathleen is an investment advisory representative at Alliant Retirement Consulting since 2022, providing investment advisory services. Since 2023, she is also a VP and retirement consultant at Alliant Insurance Services, Inc., spending full-time hours between the two roles.