Well and Good LLC - Registered Investment Advisor
Well and Good LLC (Well and Good) provides independent, flat fee-for-service advice to retirement plan fiduciaries.  Services include:
  • Investment fiduciary to your plan
  • Recommendations to plan committee
  • Hands-on, intensive fiduciary transition from provider-dependent to independent decision-making
  • Custom policy statements for your plan
  • Investment lineup design, selection and monitoring
  • Vendor and account searches, negotiations
  • Fee and cost full disclosure, benchmarking
  • Participant education, guidance and advice
  • Plan fiduciary communication "up and down" your organization
At this point, you may want to:
Schedule a no-obligation consultation.
View a webinar with case studies.
Review a list of services and fees.
Check our SEC Form ADV II brochure.
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