HR Investment Consultants, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
12
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$0
About
HR Investment Consultants, Inc. provides retirement plan consulting to corporations, institutions and associations, with a focus on participant‑directed 401(k) and 403(b) programs. The firm delivers fiduciary and non‑fiduciary services for plan sponsors — including investment policy statement development, investment selection and monitoring, benchmarking and RFP support — and does not provide portfolio management for individual retail clients.
The firm’s approach is non‑discretionary: it conducts periodic due diligence and multi‑factor quantitative and qualitative analysis of investment options, helps clients select qualified default investment alternatives, and prepares regular monitoring reports and committee materials. HR Investment Consultants does not custody assets or implement trades for plans; implementation and custodial arrangements are handled by the client’s chosen providers.
Distinctive features include an emphasis on pension/retirement plan consulting rather than individual wealth management, a small solo practice serving a limited number of plan sponsors, and billing via hourly or fixed fees rather than percentage‑of‑AUM arrangements. The firm’s principal holds the CFA designation and operates a separate fee‑benchmarking business that informs its benchmarking and RFP services, and the firm states it does not accept third‑party revenue sharing or commission arrangements from product providers.
Client services
Pension consulting
Occupation focus
Founder/Business Owner
Fee options
Fixed fees typically range between $1,000 and $200,000 depending on plan complexity and services requested.
$275 to $325 per hour depending on plan complexity and client needs.
Fee-only: Hourly fees typically range between $275 and $325 per hour; Fixed fees typically range between $1,000 and $200,000, negotiable based on plan complexity and size.
Main office location
HR Investment Consultants, Inc.
502 Washington Avenue, Suite 620
Baltimore MD 21204, United States
Number of offices
1
Most active in
HR Investment Consultants, Inc. has reported serving >5 clients in these states in the last 12 months.
Maryland · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")