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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 - July 7, 2025

Texas has 33 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1015 non-vetted advisors in your local area. These retirement advisors in Texas have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Texas

VERIFIED

Chris McNeal
CFS
Premier Investments & Wealth Management

Qualifications
CRD# 5440343
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
$0

Address

5601 Executive Dr Suite 500,
Irving, TX 75038 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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Courtney Leffall
CFP^®
LX Parker Wealth Management

Qualifications
CRD# 5211412
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$200,000

Address

300 East Davis Street,
Suite 112,
McKinney, TX 75071 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, Hourly, Commissions, 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

George Cattat
Four Oaks Financial LLC

Qualifications
CRD# 3073307
Firm CRD# 297287
Series 6, 7, 63, 65

Minimum Assets Required
$100,000

Address

180 State Street, Suite 225,
Southlake, TX 76092 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Based on Assets

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:

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, 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

Kenneth Beber
CFS, AIF^®
Peak Financial, Inc.

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

Scott Portlock
CFP^®, CLU^®
Global Wealth Advisors

Qualifications
CRD# 2639917
Firm CRD# 8032
Series 7, 63, 65

Minimum Assets Required
$250,000

Address

500 N Loop 1604 E.,
Suite 250,
San Antonio, TX 78232 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

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:

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

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

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

Justin Hall
CFP^®
Good Life Asset Strategies, LLC

Qualifications
CRD# 6599260
Firm CRD# 165613
Series 65

Minimum Assets Required
$200,000

Address

1401 Jones Street,
Suite 210,
Fort Worth, TX 76102 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, Hourly, 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

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

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

J.K. Financial, Inc. 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

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.,
#226,
McKinney, TX 75070 See Details

Advisory Services:

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

The Wealth Consulting Group
CFP^®

Qualifications
Firm CRD# 173194
Series 7, 63

Minimum Assets Required
$250,000

Address

5000 Plaza on the Lake, Suite 130,
Austin, TX 78746 See Details

Advisory Services:

Compensation/Fee

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

Find An Advisor

VERIFIED

Glen Smith
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

360 Wealth Planners
CFP^®

Qualifications
Firm CRD# 164109
Series 7, 63, 65, 66

Minimum Assets Required
Not Specified

Address

15110 Dallas Parkway,
Suite 500,
Dallas, TX 75248 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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

4849 Greenville Avenue,
Ste 100,
Dallas, TX 75206 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:

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Find An Advisor

VERIFIED

Wealth Consulting Group
AIF^®

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:

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-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:

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

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1111 West 6th Street, Building B,
Suite 310,
Austin, TX 78703 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

Top 15 Retirement Planning firms in Texas (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	6300 Bee Cave Road, Building One Austin, TX, 78746	$749,622,475,396	1153	1166	A percentage of AUM, Performance Based
2	6500 International Pkwy, Ste 2050 Plano, TX, 75093-8222	$298,729,428,900	360116	4065	A percentage of AUM, Performance Based
3	15935 La Cantera Pkwy, San Antonio, TX, 78256	$151,257,095,924	2923	481	A percentage of AUM, Fixed fees, Performance Based
4	301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036	A percentage of AUM, Other (CARRIED INTEREST)
5	325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319	A percentage of AUM, Fixed fees, Performance Based
6	301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$112,362,200,000	102	361	A percentage of AUM, Other (CARRIED INTEREST)
7	2100 Mckinney Avenue, Suite 1500 Dallas, TX, 75201	$70,981,471,684	133	633	A percentage of AUM, Performance Based, Other (CARRIED INTEREST)
8	3800 Maple Avenue, Ste. 600 Dallas, TX, 75219	$68,653,923,262	217	21	A percentage of AUM, Fixed fees
9	220 East Las Colinas Blvd., Suite 1200, Irving, TX, 75039-5500	$57,375,695,433	61	27	A percentage of AUM
10	2200 Ross Avenue, 31st Floor, Dallas, TX, 75201-2761	$49,869,329,873	268	100	A percentage of AUM, Performance Based
11	5707 Southwest Parkway, Building 2, Suite 400 Austin, TX, 78735	$48,324,319,629	140425	1266	A percentage of AUM, Hourly charges, Fixed fees
12	6801 Parkwood Boulevard, Plano, TX, 75024-7198	$44,680,083,373	78	7	A percentage of AUM, Fixed fees
13	3200 Olympus Blvd, Suite 100 Dallas, TX, 75019	$41,695,726,722	131534	2478	A percentage of AUM, Fixed fees, Other (SOLICITOR FEES)
14	6688 North Central Expressway, Suite 1400 Dallas, TX, 75206	$36,791,155,843	113	302	Other (SEE ADV 2A, SECTION 5: FEES & COMPENSATION)
15	6688 North Central Expressway, Suite 1600 Dallas, TX, 75206	$36,159,474,957	37	25	Other (SEE ADV 2A, SECTION 5A: FEES & COMPENSATION)

Information on Top Retirement Planning firms in Texas

DIMENSIONAL FUND ADVISORS LP

Find an Advisor

QualificationsFirm CRD# 106482

Assets Under Management $749,622,475,396

No. Of Clients1153

Clients Per Financial Advisor1

DIMENSIONAL FUND ADVISORS LP is a financial advisory firm situated in Austin, Texas. With a nearly $750B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1153 clients. The team consists of 1166 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 individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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FISHER INVESTMENTS

Find an Advisor

QualificationsFirm CRD# 107342

Assets Under Management $298,729,428,900

No. Of Clients360116

Clients Per Financial Advisor89

FISHER INVESTMENTS is a financial advisory firm situated in Plano, Texas. With a nearly $299B assets under management, the firm specializes in crafting personalized retirement planning solutions for 360116 clients. The team consists of 4065 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

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (PORTFOLIO ASSESSMENT)

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VICTORY CAPITAL MANAGEMENT INC.

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QualificationsFirm CRD# 106189

Assets Under Management $151,257,095,924

No. Of Clients2923

Clients Per Financial Advisor6

VICTORY CAPITAL MANAGEMENT INC. is a financial advisory firm situated in San Antonio, Texas. With a nearly $151B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2923 clients. The team consists of 481 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (MODEL PORTFOLIOS)

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TPG GLOBAL ADVISORS, LLC

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QualificationsFirm CRD# 159732

Assets Under Management $141,927,200,000

No. Of Clients158

Clients Per Financial Advisor0

TPG GLOBAL ADVISORS, LLC is a financial advisory firm situated in Fort Worth, Texas. With a nearly $142B assets under management, the firm specializes in crafting personalized retirement planning solutions for 158 clients. The team consists of 1036 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Other (CARRIED INTEREST)

Financial Planning Services

Portfolio management for pooled investment vehicles

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NB ALTERNATIVES ADVISERS LLC

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QualificationsFirm CRD# 149822

Assets Under Management $118,041,119,970

No. Of Clients827

Clients Per Financial Advisor3

NB ALTERNATIVES ADVISERS LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $118B assets under management, the firm specializes in crafting personalized retirement planning solutions for 827 clients. The team consists of 319 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Financial Planning Services

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

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TPG CAPITAL ADVISORS, LLC

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QualificationsFirm CRD# 159738

Assets Under Management $112,362,200,000

No. Of Clients102

Clients Per Financial Advisor0

TPG CAPITAL ADVISORS, LLC is a financial advisory firm situated in Fort Worth, Texas. With a nearly $112B assets under management, the firm specializes in crafting personalized retirement planning solutions for 102 clients. The team consists of 361 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Other (CARRIED INTEREST)

Financial Planning Services

Portfolio management for pooled investment vehicles

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SIXTH STREET ADVISERS, LLC

Find an Advisor

QualificationsFirm CRD# 159014

Assets Under Management $70,981,471,684

No. Of Clients133

Clients Per Financial Advisor0

SIXTH STREET ADVISERS, LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $71B assets under management, the firm specializes in crafting personalized retirement planning solutions for 133 clients. The team consists of 633 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based
Other (CARRIED INTEREST)

Financial Planning Services

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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ALM FIRST FINANCIAL ADVISORS LLC

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QualificationsFirm CRD# 108561

Assets Under Management $68,653,923,262

No. Of Clients217

Clients Per Financial Advisor10

ALM FIRST FINANCIAL ADVISORS LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $69B assets under management, the firm specializes in crafting personalized retirement planning solutions for 217 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops

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AMERICAN BEACON ADVISORS, INC.

Find an Advisor

QualificationsFirm CRD# 105552

Assets Under Management $57,375,695,433

No. Of Clients61

Clients Per Financial Advisor2

AMERICAN BEACON ADVISORS, INC. is a financial advisory firm situated in Irving, Texas. With a nearly $57B assets under management, the firm specializes in crafting personalized retirement planning solutions for 61 clients. The team consists of 27 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 investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

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BARROW HANLEY GLOBAL INVESTORS

Find an Advisor

QualificationsFirm CRD# 105519

Assets Under Management $49,869,329,873

No. Of Clients268

Clients Per Financial Advisor3

BARROW HANLEY GLOBAL INVESTORS is a financial advisory firm situated in Dallas, Texas. With a nearly $50B assets under management, the firm specializes in crafting personalized retirement planning solutions for 268 clients. The team consists of 100 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 individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

View Full Profile

KESTRA ADVISORY SERVICES, LLC

Find an Advisor

QualificationsFirm CRD# 283330

Assets Under Management $48,324,319,629

No. Of Clients140425

Clients Per Financial Advisor111

KESTRA ADVISORY SERVICES, LLC is a financial advisory firm situated in Austin, Texas. With a nearly $48B assets under management, the firm specializes in crafting personalized retirement planning solutions for 140425 clients. The team consists of 1266 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
Pesnsion consulting services
Selection for other advisors

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CATALYST STRATEGIC SOLUTIONS

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QualificationsFirm CRD# 44970

Assets Under Management $44,680,083,373

No. Of Clients78

Clients Per Financial Advisor11

CATALYST STRATEGIC SOLUTIONS is a financial advisory firm situated in Plano, Texas. With a nearly $45B assets under management, the firm specializes in crafting personalized retirement planning solutions for 78 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
Fixed fees

Financial Planning Services

Portfolio management for businesses or institutional clients

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AVANTAX ADVISORY SERVICES

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QualificationsFirm CRD# 104556

Assets Under Management $41,695,726,722

No. Of Clients131534

Clients Per Financial Advisor53

AVANTAX ADVISORY SERVICES is a financial advisory firm situated in Dallas, Texas. With a nearly $42B assets under management, the firm specializes in crafting personalized retirement planning solutions for 131534 clients. The team consists of 2478 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Other (SOLICITOR FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS)

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HUDSON ADVISORS

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QualificationsFirm CRD# 156078

Assets Under Management $36,791,155,843

No. Of Clients113

Clients Per Financial Advisor0

HUDSON ADVISORS is a financial advisory firm situated in Dallas, Texas. With a nearly $37B assets under management, the firm specializes in crafting personalized retirement planning solutions for 113 clients. The team consists of 302 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Other (SEE ADV 2A
SECTION 5: FEES & COMPENSATION)

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

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LONE STAR FUNDS

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QualificationsFirm CRD# 160000

Assets Under Management $36,159,474,957

No. Of Clients37

Clients Per Financial Advisor1

LONE STAR FUNDS is a financial advisory firm situated in Dallas, Texas. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Other (SEE ADV 2A
SECTION 5A: FEES & COMPENSATION)

Financial Planning Services

Portfolio management for pooled investment vehicles

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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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