Free 401(k) Strategy Session

Schedule Your 401(k) Strategy Session

Talk with a Bison Wealth adviser to see whether your current workplace plan may qualify for professional 401(k) management without automatically rolling your account over. Your money stays in your existing account

One of the Fastest Growing Wealth Firms in the Nation

Thousands of Clients Nationwide

Backed by the Owners of the Buffalo Bills and Sabres

Choose your time below:

Your information is used to follow up about your 401(k) strategy session. Bison Wealth does not share, sell, or disclose mobile information or SMS opt-in consent to third parties or affiliates for marketing or promotional purposes.

What happens after you request a session?

Tell us how to reach you

Submit your contact details and the best time for follow-up.

We check the right questions

A Bison Wealth adviser helps determine whether your workplace plan may offer access to a Self-Directed Brokerage Account.

You get a clearer next step

If your plan may qualify, the adviser can explain what professional 401(k) management could look like inside your current plan.

“Your 401(k) deserves more than a set-it-and-forget-it approach. Our goal is to help you understand what your current plan allows and whether professional management may be available to you.”

Brad Ball

Founder, Bison Wealth

Questions

The answers most people want before booking.

If something isn’t covered here, the 30-minute review is a good place to ask.

Do I still control my 401(k)?

Yes. You keep full control of your plan and your contributions. Bison manages the investments inside your account, and you decide everything else.

Does my money leave my employer's 401(k)?

No. Nothing rolls over or moves out. Management happens through a brokerage account that lives inside the 401(k) you already have.

How is this different from a target-date fund?

A target-date fund treats everyone retiring the same year identically: same risk, same assumptions. Bison actively monitors and adjusts your account to your goals and the market instead of leaving it on autopilot.

Does my plan even offer this?

Many employer plans include a self-directed brokerage option that makes professional management possible, but not all do. Checking whether yours does is the main thing the free review covers.

What does this cost?

0.75% per year, taken from the account, about 32% below the national average for advisers. No other fees.

Is this only for high earners or experienced investors?

No. It’s open to anyone in an employer plan that offers the option, regardless of income or investing experience.

Does Bison act as a fiduciary?

Yes. Bison Wealth is an SEC-registered investment adviser and a fiduciary to every client, meaning it’s obligated to put your interests first.

IMPORTANT DISCLOSURES

*The above testimonies are from actual clients. No compensation was paid for the testimony.

Industry studies show that professionally managed 401(K)s on average earn 3.32% more than participant managed according to the “Help in Defined Contribution Plans” report conducted by AON Hewitt. Bison does not warrant or guarantee that your account will experience positive gains or similar results as those noted in the study.

Bison is paid an annual advisory fee of .75% paid from the funds in which the 401(k) is invested. Bison’s fee is approximately 32% below the national average per Kitces Research. Bison doesn’t charge any additional fees. Other fees apply. For additional information about Bison’s services and fees, see Bison’s disclosure brochure found at Form ADV.

Advisory services provided by Bison Wealth, LLC an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are provided pursuant to an Investment Advisory Agreement and suitability review. The information contained herein is for general information purposes only and should not be deemed an offer or solicitation of an investment product or service. We do not share, sell, or disclose your mobile information or SMS opt-in consent to any third parties or affiliates for marketing or promotional purposes. Not all products and services offered by Bison are suitable for all investors. All investments contain risks to include the total loss of invested principal. The information is believed to be reliable but has not been independently verified and may change without notice. Bison does not provide tax, legal or insurance advice. Investors should consult with their financial, tax or legal adviser before investing. Additional information about Bison can be found at Form ADV | Form CRS | Privacy Policy