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401 (k) Retirement


We Serve in a Fiduciary Capacity as an ERISA 3(21) or 3(38) Investment Manager 

Business Owners and Employees save with our low cost fee only Services.

Capital Wealth Group  is an independent, fee-only, fiduciary registered investment advisor (RIA) firm legally bound by the fiduciary standard of care. We are held to the highest standard of responsibility to our plan sponsors and their employees.


 As a Fee Only Fiduciary we can work with you at your 401k provider of your choice.  We will also shop around for you at no cost to you if you are not happy with your current one.   If you don't have a preference to your provider we work with two of the best providers in the industry, who also believe in high quality service, no hidden fees, and low cost.   

This means more money is going toward funding employees' retirement accounts, instead of being paid out to high-cost plan providers and advisors.

When it comes to 401(k) profit-sharing plans the less you pay for plan administration the more you and your employees  keep in your retirement account.


Plan sponsors benefit from our experience working with  plan providers, while providing their employees with quality financial guidance who has specialized in retirement planning and asset management for over 13 years.  We believe in low cost passive index funds such as Vanguard and Schwab. Our investment lineup includes an array of low-cost mutual funds and target retirement funds. We do not engage in revenue-sharing or recommend mutual funds with hidden revenue-sharing 12b-1 fees.

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