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
818 W Riverside Ste 800, Spokane, WA, 99201
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
Heather works as a wealth advisor for Alliant Retirement Services, an SEC registered investment advisory firm, dedicating nearly full-time hours. She also works as an account manager for Alliant Employee Benefits, and co-owns Iron Goat Brewing, Goat Works LLC, Pacific Goat LLC, and rental property, spending minimal time on these ventures.