Keyes, Stange & Wooten Wealth Management offers non-discretionary investment advisory and consulting services primarily to trustees and fiduciaries of employer-sponsored retirement plans governed by federal retirement plan rules. The firm assists retirement plan sponsors with selecting third-party administrators, designing plan structures, conducting participant enrollment meetings, reviewing and recommending investment options such as mutual funds, exchange-traded funds, and annuities, and establishing asset monitoring criteria. In addition to retirement plan consulting, the firm's owners are affiliated with an accounting firm, Keyes, Stange & Wooten CPA Firm, and certain representatives are registered representatives with a broker-dealer or licensed for insurance products.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.