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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 can 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 - September 9, 2024

Texas has 40 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 976 non-vetted advisors in your local area. These retirement advisors in Texas have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in Texas

VERIFIED

Bridget E. Palmer
CRPC^®
Bisdorf Palmer Private Wealth Advisors

Qualifications
CRD# 6411450
Firm CRD# 8032
Series 7, 66

Minimum Assets Required
$0

Address

201 American Concourse, Suite 310,
Fort Worth, TX 76106 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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, 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
$0

Address

300 East Davis Street,
Suite 112,
McKinney, TX 75069 See Details

Advisory Services:

Compensation/Fee

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

Find An Advisor

VERIFIED

Demond Dawkins
AAMS^®
LPL Financial LLC

Qualifications
CRD# 6755866
Firm CRD# 4376904
Series 6, 63, 65

Minimum Assets Required
Not Specified

Address

601 Commerce Street,
Wylie, TX 75098 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money 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

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:

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, Based on Assets

Find An Advisor

VERIFIED

James Shafer
CFP^®
Momentum Independent Network Inc.

Qualifications
CRD# 5379121
Firm CRD# 17587
Series 7, 66

Minimum Assets Required
$500,000

Address

600 S. Tyler, Suite 1907,
Amarillo, TX 79101 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, 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:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Jerry McIlhon
Investment Advisor
Beck Capital Management LLC

Qualifications
CRD# 1730924
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

Nick Lalonde
CFP^®
Third Act Wealth Management, LLC

Qualifications
CRD# 6355155
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$1,000,000

Address

8150 N Central Expy Ste 1420,
Dallas, TX 75206 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Rick Lucas
Nestegg Wealth Advisors

Qualifications
CRD# 4535940
Firm CRD# 284016
Series 65

Minimum Assets Required
$100,000

Address

3521 Main St Ste.,
Ste 101,
Rowlett, TX 75088 See Details

Advisory Services:

Compensation/Fee

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

Find An Advisor

VERIFIED

Spencer Corzine
CFP^®
AVH Invest

Qualifications
CRD# 2940880
Firm CRD# 10205
Series 7, 24, 55, 63, 65

Minimum Assets Required
$100,000

Address

500 E. Whitestone Blvd.,
P.O. Box 1977,
Cedar Park, TX 78630 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, 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:

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

1659 State Hwy 46W,
Ste 115 #439,
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:

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:

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

Neil Krishnaswamy
CEPA^®, CFP^®, EA, RICP^®, GFP
Krishna Wealth Planning LLC

Qualifications
CRD# 5983812
Firm CRD# 304613
Series 65

Minimum Assets Required
$100,000

Address

5900 S Lake Forest Dr Suite 300,
McKinney, TX 75070 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Zach Allen
None
Disciplined Advisors Group

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

Minimum Assets Required
$10,000,000

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

Alex Shurin
CFP^®, ChFC^®
Edelman Financial Engines, LLC

Qualifications
CRD# 4425226
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Address

1885 St. James Place,
Suite 1340,
Houston, TX 77027 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Chance Vogel
CRPS^®, CRPC^®
Edelman Financial Engines, LLC

Qualifications
CRD# 2800255
Firm CRD# 104510
Series 65, 66

Minimum Assets Required
Not Specified

Address

1600 Highway 6,
Suite 450,
Sugar Land, TX 77478 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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.,
#226,
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:

Retirement Planning, 401K Rollovers, Financial Planning for Individuals.

Compensation/Fee

Fee-Only

Find An Advisor

VERIFIED

Kay Russell
AAMS^®
Edelman Financial Engines, LLC

Qualifications
CRD# 5606019
Firm CRD# 104510
Series 66

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-Based

Find An Advisor

VERIFIED

Scott Thompson
CFP^®
Clipper Wealth Management, LLC

Qualifications
CRD# 4414290
Firm CRD# 6413
Series 7, 63, 65, 66

Minimum Assets Required
$250,000

Address

16170 Jones Maltsberger Rd. #102,
San Antonio, TX 78247 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, 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, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Stephen Koessl
J&S Partners Inc.

Qualifications
CRD# 2537590
Firm CRD# 6413
Series 7, 9, 10, 63, 65, 66

Minimum Assets Required
Not Specified

Address

4262 Birdseye Lane,
Frisco, TX 75034 See Details

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, 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

Patrick Strodtman
Edelman Financial Engines, LLC

Qualifications
CRD# 6569476
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Address

13727 Noel Road Tower 2,
Suite 1075,
Dallas, TX 75240 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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

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:

Compensation/Fee

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

Find An Advisor

VERIFIED

Quotient Wealth Partners

Qualifications
CRD# 4080699
Firm CRD# 326819

Minimum Assets Required
$500,000

Address

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Allworth Financial

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Address

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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

Dash Investments

Qualifications
Firm CRD# 135281
Series 63, 65

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

Retirement Planners of America

Qualifications
Firm CRD# 157222

Minimum Assets Required
$100,000

Address

2820 Dallas Parkway,
Plano, TX 75093 See Details

Advisory Services:

Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Centric Wealth

Qualifications
Firm CRD# 282477

Minimum Assets Required
$250,000

Address

12549 Louetta Road,
Cypress, TX 77429 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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	DIMENSIONAL FUND ADVISORS LP 6300 Bee Cave Road, Building One Austin, TX, 78746	$652,741,971,627	818	1096	A Percentage of AUM, Performance Based
2	FISHER INVESTMENTS 6500 International Pkwy, Ste 2050 Plano, TX, 75093-8222	$192,398,103,714	269289	3349	A Percentage of AUM, Performance Based
3	VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy, San Antonio, TX, 78256	$140,836,403,633	3419	510	A Percentage of AUM, Fixed Fees, Performance Based
4	TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$134,002,200,000	147	906	A Percentage of AUM, Other (CARRIED INTEREST)
5	TPG CAPITAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$104,977,500,000	95	353	A Percentage of AUM, Other (CARRIED INTEREST)
6	NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$104,690,106,431	765	296	A Percentage of AUM, Fixed Fees, Performance Based
7	ALM FIRST FINANCIAL ADVISORS LLC 3800 Maple Avenue, Ste. 600 Dallas, TX, 75219	$74,190,547,353	212	21	A Percentage of AUM, Hourly charges, Fixed Fees
8	SIXTH STREET ADVISERS, LLC 2100 Mckinney Avenue, Suite 1500 Dallas, TX, 75201	$65,882,675,351	127	539	A Percentage of AUM, Performance Based, Other (CARRIED INTEREST)
9	AMERICAN BEACON ADVISORS, INC. 220 East Las Colinas Blvd., Suite 1200, Irving, TX, 75039-5500	$58,398,845,197	62	28	A Percentage of AUM, Performance Based
10	CATALYST STRATEGIC SOLUTIONS 6801 Parkwood Boulevard, Plano, TX, 75024-7198	$47,200,027,965	78	7	A Percentage of AUM, Fixed Fees
11	BARROW HANLEY GLOBAL INVESTORS 2200 Ross Avenue, 31st Floor, Dallas, TX, 75201-2761	$46,054,770,603	255	101	A Percentage of AUM, Performance Based
12	HUDSON ADVISORS 6688 North Central Expressway, Suite 1400 Dallas, TX, 75206	$43,291,172,855	121	297	A Percentage of AUM, Hourly charges, Fixed Fees, Other (INCENTIVE ALLOCATION; COSTS AND EXPENSES REIMBURSED)
13	KESTRA ADVISORY SERVICES, LLC 5707 Southwest Parkway, Building 2, Suite 400 Austin, TX, 78735	$41,795,124,579	140407	1311	A Percentage of AUM, Hourly charges, Fixed Fees
14	LONE STAR FUNDS 6688 North Central Expressway, Suite 1600 Dallas, TX, 75206	$40,708,060,655	37	26	A Percentage of AUM, Other (CARRIED INTEREST)
15	JASPER RIDGE PARTNERS, L.P. 201 Main Street, Suite 1000 Fort Worth, TX, 76102	$33,065,750,619	51	109	A Percentage of AUM, Fixed Fees, Performance Based, Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES)

Information on Top Retirement Planning firms in Texas

DIMENSIONAL FUND ADVISORS LP

Find an Advisor

QualificationsFirm CRD# 106482

Assets Under Management $652,741,971,627

No. Of Clients818

Clients Per Financial Advisor1

DIMENSIONAL FUND ADVISORS LP is a financial advisory firm situated in Austin, Texas. With a nearly $653B assets under management, the firm specializes in crafting personalized retirement planning solutions for 818 clients. The team consists of 1096 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
Portfolio Management for Investment
Portfolio Management for pooled Investment
Portfolio Management for Business

View Full Profile

FISHER INVESTMENTS

Find an Advisor

QualificationsFirm CRD# 107342

Assets Under Management $192,398,103,714

No. Of Clients269289

Clients Per Financial Advisor80

FISHER INVESTMENTS is a financial advisory firm situated in Plano, Texas. With a nearly $192B assets under management, the firm specializes in crafting personalized retirement planning solutions for 269289 clients. The team consists of 3349 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
Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for pooled Investment
Portfolio Management for Business

View Full Profile

VICTORY CAPITAL MANAGEMENT INC.

Find an Advisor

QualificationsFirm CRD# 106189

Assets Under Management $140,836,403,633

No. Of Clients3419

Clients Per Financial Advisor7

VICTORY CAPITAL MANAGEMENT INC. is a financial advisory firm situated in San Antonio, Texas. With a nearly $141B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3419 clients. The team consists of 510 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
Portfolio Management for Investment
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

View Full Profile

TPG GLOBAL ADVISORS, LLC

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QualificationsFirm CRD# 159732

Assets Under Management $134,002,200,000

No. Of Clients147

Clients Per Financial Advisor0

TPG GLOBAL ADVISORS, LLC is a financial advisory firm situated in Fort Worth, Texas. With a nearly $134B assets under management, the firm specializes in crafting personalized retirement planning solutions for 147 clients. The team consists of 906 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

View Full Profile

TPG CAPITAL ADVISORS, LLC

Find an Advisor

QualificationsFirm CRD# 159738

Assets Under Management $104,977,500,000

No. Of Clients95

Clients Per Financial Advisor0

TPG CAPITAL ADVISORS, LLC is a financial advisory firm situated in Fort Worth, Texas. With a nearly $105B assets under management, the firm specializes in crafting personalized retirement planning solutions for 95 clients. The team consists of 353 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

View Full Profile

NB ALTERNATIVES ADVISERS LLC

Find an Advisor

QualificationsFirm CRD# 149822

Assets Under Management $104,690,106,431

No. Of Clients765

Clients Per Financial Advisor3

NB ALTERNATIVES ADVISERS LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $105B assets under management, the firm specializes in crafting personalized retirement planning solutions for 765 clients. The team consists of 296 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
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors
Educational Seminars/ Workshops

View Full Profile

ALM FIRST FINANCIAL ADVISORS LLC

Find an Advisor

QualificationsFirm CRD# 108561

Assets Under Management $74,190,547,353

No. Of Clients212

Clients Per Financial Advisor10

ALM FIRST FINANCIAL ADVISORS LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $74B assets under management, the firm specializes in crafting personalized retirement planning solutions for 212 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
Hourly charges
Fixed Fees

Financial Planning Services

Portfolio Management for Investment
Portfolio Management for Business
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

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SIXTH STREET ADVISERS, LLC

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QualificationsFirm CRD# 159014

Assets Under Management $65,882,675,351

No. Of Clients127

Clients Per Financial Advisor0

SIXTH STREET ADVISERS, LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $66B assets under management, the firm specializes in crafting personalized retirement planning solutions for 127 clients. The team consists of 539 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
Portfolio Management for Business

View Full Profile

AMERICAN BEACON ADVISORS, INC.

Find an Advisor

QualificationsFirm CRD# 105552

Assets Under Management $58,398,845,197

No. Of Clients62

Clients Per Financial Advisor2

AMERICAN BEACON ADVISORS, INC. is a financial advisory firm situated in Irving, Texas. With a nearly $58B assets under management, the firm specializes in crafting personalized retirement planning solutions for 62 clients. The team consists of 28 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 Investment
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

View Full Profile

CATALYST STRATEGIC SOLUTIONS

Find an Advisor

QualificationsFirm CRD# 44970

Assets Under Management $47,200,027,965

No. Of Clients78

Clients Per Financial Advisor11

CATALYST STRATEGIC SOLUTIONS is a financial advisory firm situated in Plano, Texas. With a nearly $47B 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 Business

View Full Profile

BARROW HANLEY GLOBAL INVESTORS

Find an Advisor

QualificationsFirm CRD# 105519

Assets Under Management $46,054,770,603

No. Of Clients255

Clients Per Financial Advisor3

BARROW HANLEY GLOBAL INVESTORS is a financial advisory firm situated in Dallas, Texas. With a nearly $46B assets under management, the firm specializes in crafting personalized retirement planning solutions for 255 clients. The team consists of 101 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
Portfolio Management for Investment
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

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HUDSON ADVISORS

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QualificationsFirm CRD# 156078

Assets Under Management $43,291,172,855

No. Of Clients121

Clients Per Financial Advisor0

HUDSON ADVISORS is a financial advisory firm situated in Dallas, Texas. With a nearly $43B assets under management, the firm specializes in crafting personalized retirement planning solutions for 121 clients. The team consists of 297 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Other (INCENTIVE ALLOCATION; COSTS AND EXPENSES REIMBURSED)

Financial Planning Services

Portfolio Management for Individuals
Portfolio Management for pooled Investment

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KESTRA ADVISORY SERVICES, LLC

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QualificationsFirm CRD# 283330

Assets Under Management $41,795,124,579

No. Of Clients140407

Clients Per Financial Advisor107

KESTRA ADVISORY SERVICES, LLC is a financial advisory firm situated in Austin, Texas. With a nearly $42B assets under management, the firm specializes in crafting personalized retirement planning solutions for 140407 clients. The team consists of 1311 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
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

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LONE STAR FUNDS

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QualificationsFirm CRD# 160000

Assets Under Management $40,708,060,655

No. Of Clients37

Clients Per Financial Advisor1

LONE STAR FUNDS is a financial advisory firm situated in Dallas, Texas. With a nearly $41B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 26 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

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JASPER RIDGE PARTNERS, L.P.

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QualificationsFirm CRD# 144401

Assets Under Management $33,065,750,619

No. Of Clients51

Clients Per Financial Advisor0

JASPER RIDGE PARTNERS, L.P. is a financial advisory firm situated in Fort Worth, Texas. With a nearly $33B assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 clients. The team consists of 109 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Fixed Fees
Performance Based
Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES)

Financial Planning Services

Financial Planning
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

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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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