A complete list of active advisors currently associated with ADEPT Benefits Solutions LLC
Warmer can help you find a great advisor at ADEPT Benefits Solutions LLC or one who fits your needs even better.
ADEPT Benefits Solutions LLC provides advisory services to small and mid-sized employers seeking to establish or maintain group retirement plans, offering plan setup, plan conversions, fund recommendations and replacements, benchmarking, and participant education. The firm limits its advice to retirement-plan investments and does not provide individual financial planning or discretionary portfolio management. The adviser operates under ERISA-focused fiduciary guidance and seeks investment options that meet client suitability and compliance requirements, using conservative, balanced, growth, long-term and tax-efficient strategies as appropriate and conducting regular due diligence and quarterly reviews. It does not take custody of client assets or exercise investment discretion, and it coordinates recommendations with client personnel and third-party administrators. The firm also acts as an insurance broker for group health benefits and discloses that it receives commissions from carriers for placed plans, noting that those brokerage relationships are separate from its retirement-plan advisory services. Management has a background in human resources and operates affiliated HR and talent businesses, with a disclosed allocation of time across those ventures and the adviser, and the firm is newly registered — facts that prospective clients may want to consider regarding continuity and operational focus.
To learn more about the advisors currently working at ADEPT Benefits Solutions LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Charlotte, NC
| 2
|
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