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Find Retirement Advisors for Retirement Planning in Edmond, Oklahoma

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Edmond, Oklahoma

Last Updated - April 25, 2025

Edmond has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Edmond, Oklahoma have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in Edmond, Oklahoma

VERIFIED

Alain Verhille
CFP®, CPFA®
LPL Financial

Qualifications
CRD# 2887274
Firm CRD# 6413

Minimum Assets Required
Not Specified

Address

4801 Gaillardia Pkwy Suite 375,
Oklahoma City, OK 73142 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1601 Northwest Expressway,
Suite 1525,
Oklahoma City, OK 73118 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 5 Retirement Planning firms in Edmond, Oklahoma (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	2901 South Bryant Avenue, Edmond, OK, 73013	$1,008,864,970	6173	14	A percentage of AUM
2	1008 South Bryant Avenue, Suite 250 Edmond, OK, 73034	$312,086,000	1229	10	A percentage of AUM, Hourly charges, Fixed fees
3	16404 Muirfield Place, Edmond, OK, 73013	$286,820,544	32	4	A percentage of AUM, Performance Based
4	16350 Muirfield Place, Edmond, OK, 73013	$185,440,000	786	6	A percentage of AUM, Hourly charges
5	16340 Muirfield Place, Edmond, OK, 73013	$156,098,053	183	7	A percentage of AUM

Information on Top Retirement Planning firms in Edmond, Oklahoma

FORGE FINANCIAL

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QualificationsFirm CRD# 306480

Assets Under Management $1,008,864,970

No. Of Clients6173

Clients Per Financial Advisor441

FORGE FINANCIAL is a financial advisory firm situated in Edmond, Oklahoma. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6173 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Selection for other advisors

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TRANSCENDENT CAPITAL GROUP

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QualificationsFirm CRD# 316872

Assets Under Management $312,086,000

No. Of Clients1229

Clients Per Financial Advisor123

TRANSCENDENT CAPITAL GROUP is a financial advisory firm situated in Edmond, Oklahoma. With a nearly $312M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1229 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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BISON CAPITAL GROUP, LLC

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QualificationsFirm CRD# 315170

Assets Under Management $286,820,544

No. Of Clients32

Clients Per Financial Advisor8

BISON CAPITAL GROUP, LLC is a financial advisory firm situated in Edmond, Oklahoma. With a nearly $287M assets under management, the firm specializes in crafting personalized retirement planning solutions for 32 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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HUGHES WARREN, INC.

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QualificationsFirm CRD# 145570

Assets Under Management $185,440,000

No. Of Clients786

Clients Per Financial Advisor131

HUGHES WARREN, INC. is a financial advisory firm situated in Edmond, Oklahoma. With a nearly $185M assets under management, the firm specializes in crafting personalized retirement planning solutions for 786 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

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JM2 CAPITAL INC.

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QualificationsFirm CRD# 292351

Assets Under Management $156,098,053

No. Of Clients183

Clients Per Financial Advisor26

JM2 CAPITAL INC. is a financial advisory firm situated in Edmond, Oklahoma. With a nearly $156M assets under management, the firm specializes in crafting personalized retirement planning solutions for 183 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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