THE 401(K) EXPERT

THE 401(K) EXPERT is an SEC-registered investment adviser (CRD 289580). Regulatory assets under management: $21.4M.

Registration

• CRD: 289580
• Type: Registered investment adviser
• Phone: 585-727-3307
• Latest filing: 2026-03-19
• Regulatory AUM: $21.4M
• Non-discretionary AUM: $21.4M
• Clients: 1
• Accounts: 1

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289580 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search