Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Addison has 18 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Addison, Texas have an average of 23 years of experience.
Zach Allen
None
Disciplined Advisors Group
Qualifications
CRD# 5059261
Firm CRD# 105644
Series 7, 66
Minimum Assets Required
$10,000,000
Not Specified
Fee-Based, Commissions, Based on Assets
Qualifications
Firm CRD# 164109
Series 7, 63, 65, 66
Minimum Assets Required
Not Specified
Not Specified
Fee-Based, Commissions, Based on Assets
Qualifications
CRD# 5405451
Firm CRD# 39543
Series 7, 24, 66
Minimum Assets Required
$50,000
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
Fee-Based, Commissions, Based on Assets
Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts
Fee-Based, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
J.K. Financial, Inc. John Kvale
CFP®, CFA®
J.K. Financial, Inc.
Qualifications
CRD# 2047457
Firm CRD# 114929
Minimum Assets Required
$1,000,000
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
Fee-Only
Qualifications
CRD# 5979802
Firm CRD# 291218
Minimum Assets Required
$3,000,000
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
Fee-Only
Courtney Leffall
CFP®
LX Parker Wealth Management
Qualifications
CRD# 5211412
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$500,000
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
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Michelle Connell
CFA®
Portia Capital Management, LLC
Qualifications
CRD# 2526305
Firm CRD# 286662
Series 65, 66
Minimum Assets Required
$0
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Not Specified
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, Estate Planning & Trusts
Fee-Only
Chris McNeal
CFS
Premier Investments & Wealth Management
Qualifications
CRD# 5440343
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$0
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
Fee-Based, Based on Assets
Kenneth Beber
CFS, AIF®
Peak Financial, Inc.
Qualifications
CRD# 4257664
Firm CRD# 7717
Series 6, 7, 63, 66
Minimum Assets Required
Not Specified
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
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Demond Dawkins
AAMS®
LPL Financial LLC
Qualifications
CRD# 6755866
Firm CRD# 4376904
Series 6, 63, 65
Minimum Assets Required
Not Specified
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
Fee-Based, Commissions, Based on Assets
Jeffrey M. Garton
JMG Wealth Management
Qualifications
CRD# 2645788
Firm CRD# 3870
Series 6, 63, 65
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Fee-Based
George Cattat
Four Oaks Financial LLC
Qualifications
CRD# 3073307
Firm CRD# 297287
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
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
Fee-Based, Hourly, Based on Assets
Glen Smith
CFP®, CRPC®
GDS Wealth Management
Qualifications
CRD# 4801922
Firm CRD# 315934
Series 66
Minimum Assets Required
$1,000,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Fee-Only, Based on Assets
Justin Hall
CFP®
Good Life Asset Strategies, LLC
Qualifications
CRD# 6599260
Firm CRD# 165613
Series 65
Minimum Assets Required
$200,000
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
Fee-Only, Hourly, Flat Fee, Based on Assets
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
Fee-Based, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 15725 North Dallas Parkway, Suite 230 Addison, TX, 75001 | $697,788,039 | 3 | 17 | A percentage of AUM, Performance Based, Other (% OF INITIAL INVESTMENT COSTS) |
2 | 5057 Keller Springs Road, Suite 650 Addison, TX, 75001 | $360,380,987 | 9 | 120 | A percentage of AUM, Performance Based |
3 | 15455 Dallas Parkway, Suite 1080 Addison, TX, 75001 | $310,460,586 | 287 | 5 | A percentage of AUM |
4 | 15725 North Dallas Parkway, Suite 230 Addison, TX, 75001 | $233,404,197 | 4 | 17 | A percentage of AUM, Performance Based, Other (% OF INITIAL INVESTMENT COSTS) |
5 | 14275 Midway Road, Suite 138 Addison, TX, 75001 | $150,144,000 | 324 | 3 | A percentage of AUM |
6 | 15301 Spectrum Drive, Suite 115 Addison, TX, 75001 | $127,000,000 | 240 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
7 | 16415 Addison Road, Suite 312 Addison, TX, 75001 | $99,828,000 | 21 | 2 | A percentage of AUM, Fixed fees |
8 | 15455 Dallas Pkwy, Ste 1080b Addison, TX, 75001 | $0 | 0 | 4 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 313281
Assets Under Management $697,788,039
No. Of Clients3
Clients Per Financial Advisor0
PCIM REALTY ADVISORS, LLC is a financial advisory firm situated in Addison, Texas. With a nearly $698M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 161141
Assets Under Management $360,380,987
No. Of Clients9
Clients Per Financial Advisor0
FOUNDATION ENERGY MANAGEMENT is a financial advisory firm situated in Addison, Texas. With a nearly $360M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 120 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 307995
Assets Under Management $310,460,586
No. Of Clients287
Clients Per Financial Advisor57
MGB WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Addison, Texas. With a nearly $310M assets under management, the firm specializes in crafting personalized retirement planning solutions for 287 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 161129
Assets Under Management $233,404,197
No. Of Clients4
Clients Per Financial Advisor0
PHOENIX CAPITAL REALTY ADVISORS, LLC is a financial advisory firm situated in Addison, Texas. With a nearly $233M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 144172
Assets Under Management $150,144,000
No. Of Clients324
Clients Per Financial Advisor108
WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC is a financial advisory firm situated in Addison, Texas. With a nearly $150M assets under management, the firm specializes in crafting personalized retirement planning solutions for 324 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 114805
Assets Under Management $127,000,000
No. Of Clients240
Clients Per Financial Advisor34
SPECTRUM ADVISORS, INC. is a financial advisory firm situated in Addison, Texas. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 240 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 172217
Assets Under Management $99,828,000
No. Of Clients21
Clients Per Financial Advisor11
FOCUS 401 (K) GROUP, LLC is a financial advisory firm situated in Addison, Texas. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 334013
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
REDWOOD FAMILY WEALTH LLC is a financial advisory firm situated in Addison, Texas. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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