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Find Retirement Advisors for Retirement Planning in Texas

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Texas, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in Texas

Last Updated - April 9, 2026

Texas has 34 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and non-vetted advisors in your local area. These retirement advisors in Texas have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Texas

VERIFIED

Brian O. Butler
CEPA^®, CRPC^®, CPFA
Wealth Standard Financial

Qualifications
CRD# 2595308
Firm CRD# 155344
Series 65

Minimum Assets Required
$250,000

Address

440 Louisiana St,
Suite 650,
Houston, TX 77002 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Doug Gibson
LUTCF^®
SMART Group Houston

Qualifications
CRD# 5626771
Firm CRD# 29087
Series 6, 7, 63, 66

Minimum Assets Required
$250,000

Address

4801 Woodway Dr,
Suite 305W,
Houston, TX 77056 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Jeff Rhame
CFP^®
Rhame & Gorrell Wealth Management

Qualifications
CRD# 2516452
Firm CRD# 283027

Minimum Assets Required
$500,000

Address

1330 lake robbins dr,
suite 360,
The Woodlands, TX 77380 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Jerry McIlhon
Investment Advisor
Beck Capital Management LLC

Qualifications
CRD# 1730924
Firm CRD# 152705
Series 6, 63, 65

Minimum Assets Required
$250,000

Address

2009 South Capital of TX Hwy #200,
Austin, TX 78746 See Details

Advisory Services:

Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Find An Advisor

VERIFIED

Jess Newman
CAIA^®, CFP^®, CFA^®
BMO Investment Services

Qualifications
CRD# 7067374
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$0

Address

200 Crescent Court Suite 200,
Dallas, TX 75201 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Kane Vines
CFP®, CRPC®, APMA®
Expound Wealth Management

Qualifications
CRD# 4640885
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$100,000

Address

6860 Dallas Parkway #200,
Plano, TX 75024 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Kenneth Beber
CFS, AIF^®
Purpose Wealth Partners

Qualifications
CRD# 4257664
Firm CRD# 7717
Series 6, 7, 63, 66

Minimum Assets Required
Not Specified

Address

6160 Warren Parkway,
Suite 100,
Frisco, TX 75034 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Peter Warren
Victory Financial Group

Qualifications
CRD# 5731252
Firm CRD# 324943
Series 7, 66

Minimum Assets Required
$100,000

Address

9957 Marlin Dr,
Dallas, TX 75228 See Details

Advisory Services:

Compensation/Fee

Fee-Only

Find An Advisor

VERIFIED

Tim W. Geisbauer
CFP^®
Geisbauer Wealth Management

Qualifications
CRD# 4799605
Firm CRD# 6413
Series 7, 24, 66

Minimum Assets Required
$25,000

Address

212 S. Timberland Drive,
Suite L,
Lufkin, TX 75901 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Benjamin Hooper
CFP^®, CIMA^®, RICP^®, CLU^®, ChFC^®
Comal Wealth Management

Qualifications
CRD# 5679845
Firm CRD# 309352

Minimum Assets Required
$250,000

Address

2967 Oak Run Parkway,
Suite 505 #11,
New Braunfels, TX 78132 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Billy Desai
MBA, CFA^®
Analog Capital Partners

Qualifications
CRD# 4087988
Firm CRD# 309636
Series 65

Minimum Assets Required
Not Specified

Address

12 Greenway Plaza Suite 1115,
Houston, TX 77046 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

David Nash
CFP^®, CFA^®
Magister Wealth

Qualifications
CRD# 5882986
Firm CRD# 170829
Series 65

Minimum Assets Required
$300,000

Address

64 Spring Lake Drive,
San Antonio, TX 78248 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Glen Smith
CFP^®, CRPC^®, CFP^®, CRPC^®
GDS Wealth Management

Qualifications
CRD# 4801922
Firm CRD# 315934
Series 66

Minimum Assets Required
$1,000,000

Address

2910 Lakeside Village Blvd,
Flower Mound, TX 75022 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

James Enriquez
MST, CFP^®, EA, CRPC^®, AAMS^®
Strategic Insights Financial Planning Group

Qualifications
CRD# 5847307
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$0

Address

3008 N McColl Rd, Suite A,
McAllen, TX 78501 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Michelle Vargas
CFP^®
Waymaker Financial Planning

Qualifications
CRD# 2441702
Firm CRD# 308177

Minimum Assets Required
Not Specified

Address

1751 River Run Suite 200,
Fort Worth, TX 76107 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Scott O'Brien
CFP^®
WorthPointe

Qualifications
CRD# 1236835
Firm CRD# 143996
Series 66

Minimum Assets Required
$0

Address

6836 Bee Cave Rd Suite 210,
Austin, TX 78746 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Zach Allen
Disciplined Advisors Group

Qualifications
CRD# 5059261
Firm CRD# 105644
Series 7, 66

Minimum Assets Required
$100,000

Address

17177 Preston Road,
Suite 360,
Dallas, TX 75248 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Find An Advisor

VERIFIED

Brian Baker
Streamline Wealth Advisors

Qualifications
CRD# 3263146
Firm CRD# 3263146

Minimum Assets Required
Not Specified

Address

4014 Spruce Valley Dr,
Kingwood, TX 77345 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Craig Larson
Chartered Life Underwriter (CLU®), CLU^®
Larson Financial Advisors

Qualifications
CRD# 2026803
Firm CRD# 158618
Series 66

Minimum Assets Required
$250,000

Address

13625 Ronald Reagan Blvd,
Building 10 Suite 100,
Cedar Park, TX 78613 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Jeffrey M. Garton
JMG Wealth Management

Qualifications
CRD# 2645788
Firm CRD# 3870
Series 6, 63, 65

Minimum Assets Required
$250,000

Address

6401 Eldorado Pkwy.,
Ste. # 300,
McKinney, TX 75070 See Details

Advisory Services:

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

John Kvale
CFP^®, CFA^®
J.K. Financial, Inc.

Qualifications
CRD# 2047457
Firm CRD# 114929

Minimum Assets Required
$1,000,000

Address

8222 Douglas Avenue,
Suite 590,
Dallas, TX 75225 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts

Compensation/Fee

Fee-Only

Find An Advisor

VERIFIED

Manny Gonzalez
CFP^®
SageSpring Wealth Partners

Qualifications
CRD# 6031750
Firm CRD# 283515
Series 7, 66

Minimum Assets Required
$250,000

Address

227 N Loop 1604 E,
Suite 160,
San Antonio, TX 78232 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only

Find An Advisor

VERIFIED

Beck Capital Management LLC
Investment Advisor

Qualifications
Firm CRD# 152705
Series 6, 63, 65

Minimum Assets Required
$250,000

Address

2009 South Capital of TX Hwy #200,
Austin, TX 78746 See Details

Advisory Services:

Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Find An Advisor

VERIFIED

Dash Investments

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

Address

6275 W Plano Pkwy,
Ste 555,
Dallas, TX 75093 See Details

Advisory Services:

Compensation/Fee

Fee-Only

Find An Advisor

VERIFIED

Financial Reserve

Qualifications
CRD# 5405451
Firm CRD# 39543
Series 7, 24, 66

Minimum Assets Required
$50,000

Address

4100 Alpha Road Suite 464,
Dallas, TX 75244 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Find An Advisor

VERIFIED

TrustBridge Wealth Management LLC. of LPL Financial

Qualifications
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$500,000

Address

15660 Dallas Pkwy,
Suite 120,
Dallas, TX 75248 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Wealth Consulting Group

Qualifications
Firm CRD# 6413
Series 7, 8, 9, 10, 24, 63, 65

Minimum Assets Required
$250,000

Address

13310 University Blvd,
Suite 240,
Sugar Land, TX 77479 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

BentOak Capital

Qualifications
CRD# 6656223
Firm CRD# 173563

Minimum Assets Required
$500,000

Address

201 Fort Worth Hwy,
Weatherford, TX 76086 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Ascent Capital Partners

Qualifications
CRD# 5979802
Firm CRD# 291218

Minimum Assets Required
$3,000,000

Address

5956 Sherry Lane, 20th Floor,
Dallas, TX 75225 See Details

Advisory Services:

Compensation/Fee

Fee-Only

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

SageSpring Wealth Partners

Qualifications
Firm CRD# 283515
Series 7, 63, 65

Minimum Assets Required
$0

Address

2601 Network Blvd., Suite 101,
Frisco, TX 75034 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Lifeway Financial

Qualifications
Firm CRD# 114276

Minimum Assets Required
$3,000,000

Address

7160 Dallas Parkway,
Suite 520,
Plano, TX 75024 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

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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