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Find Retirement Advisors for Retirement Planning in Texas, Abilene

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.

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Top 4 Retirement Planning firms in Abilene, Texas (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	6550 Directors Parkway, Abilene, TX, 79606-5854	$3,403,431,715	55	15	A percentage of AUM, Fixed fees
2	400 Pine Street, Suite 1010 Abilene, TX, 79601	$544,212,500	6	7	A percentage of AUM, Fixed fees, Performance Based, Other (CARRIED INTEREST IN SOME OF THE ADVISED FUNDS, SEE PART 2A.)
3	6452 Central Park Blvd, Abilene, TX, 79606	$397,353,162	527	8	A percentage of AUM, Hourly charges
4	425 Cypress St., Abilene, TX, 79601	$203,194,674	1152	9	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Abilene, Texas

PARKWAY ADVISORS, L.P.

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QualificationsFirm CRD# 112629

Assets Under Management $3,403,431,715

No. Of Clients55

Clients Per Financial Advisor4

PARKWAY ADVISORS, L.P. is a financial advisory firm situated in Abilene, Texas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 55 clients. The team consists of 15 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 individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (CONSULTING)

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SOFTVEST ADVISORS

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QualificationsFirm CRD# 300084

Assets Under Management $544,212,500

No. Of Clients6

Clients Per Financial Advisor1

SOFTVEST ADVISORS is a financial advisory firm situated in Abilene, Texas. With a nearly $544M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
Performance Based
Other (CARRIED INTEREST IN SOME OF THE ADVISED FUNDS
SEE PART 2A.)

Financial Planning Services

Portfolio management for pooled investment vehicles
Other (PROVIDE ANALYSIS TO AN INDEPENDENT INSURANCE COMPANY UPON REQUEST RELATED TO A FIXED INCOME PORTFOLIO.)

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WILLIAM MADISON ADVISORS, INC.

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QualificationsFirm CRD# 294782

Assets Under Management $397,353,162

No. Of Clients527

Clients Per Financial Advisor66

WILLIAM MADISON ADVISORS, INC. is a financial advisory firm situated in Abilene, Texas. With a nearly $397M assets under management, the firm specializes in crafting personalized retirement planning solutions for 527 clients. The team consists of 8 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
Portfolio management for businesses or institutional clients

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TEAM FINANCIAL STRATEGIES

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QualificationsFirm CRD# 134104

Assets Under Management $203,194,674

No. Of Clients1152

Clients Per Financial Advisor128

TEAM FINANCIAL STRATEGIES is a financial advisory firm situated in Abilene, Texas. With a nearly $203M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1152 clients. The team consists of 9 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

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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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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