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Find Retirement Advisors for Retirement Planning in Addison, Texas

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.

Finding the Best Retirement Planners in Addison, Texas

Last Updated - April 25, 2025

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.

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List of Qualified Retirement Planning Advisors in Addison, Texas

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Zach Allen
None
Disciplined Advisors Group

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

Minimum Assets Required
$10,000,000

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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advisor
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360 Wealth Planners
CFP®

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

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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advisor

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

Minimum Assets Required
$50,000

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

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advisor

Qualifications
Firm CRD# 157222

Minimum Assets Required
$100,000

Advisory Services:

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

Compensation/Fee

Fee-Based, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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

Qualifications
CRD# 2047457
Firm CRD# 114929

Minimum Assets Required
$1,000,000

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

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advisor

Qualifications
CRD# 5979802
Firm CRD# 291218

Minimum Assets Required
$3,000,000

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

Compensation/Fee

Fee-Only

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Courtney Leffall
CFP®
LX Parker Wealth Management

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

Minimum Assets Required
$500,000

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

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Michelle Connell
CFA®
Portia Capital Management, LLC

Qualifications
CRD# 2526305
Firm CRD# 286662
Series 65, 66

Minimum Assets Required
$0

Advisory Services:

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

Compensation/Fee

Not Specified

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advisor

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

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, Estate Planning & Trusts

Compensation/Fee

Fee-Only

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Chris McNeal
CFS
Premier Investments & Wealth Management

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

Minimum Assets Required
$0

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

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

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

Minimum Assets Required
Not Specified

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, Hourly, Commissions, Flat Fee, Based on Assets

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advisor
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Demond Dawkins
AAMS®
LPL Financial LLC

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

Minimum Assets Required
Not Specified

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

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Jeffrey M. Garton
JMG Wealth Management

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

Minimum Assets Required
$250,000

Advisory Services:

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

Compensation/Fee

Fee-Based

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advisor
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George Cattat
Four Oaks Financial LLC

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

Minimum Assets Required
$100,000

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, Hourly, Based on Assets

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advisor
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Glen Smith
CFP®, CRPC®
GDS Wealth Management

Qualifications
CRD# 4801922
Firm CRD# 315934
Series 66

Minimum Assets Required
$1,000,000

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

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advisor
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Justin Hall
CFP®
Good Life Asset Strategies, LLC

Qualifications
CRD# 6599260
Firm CRD# 165613
Series 65

Minimum Assets Required
$200,000

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

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advisor

Qualifications
CRD# 6656223
Firm CRD# 173563

Minimum Assets Required
$0

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-Based, Flat Fee, Based on Assets

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Top 8 Retirement Planning firms in Addison, Texas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

15725 North Dallas Parkway, Suite 230
Addison, TX, 75001
$697,788,039317
A percentage of AUM, Performance Based, Other (% OF INITIAL INVESTMENT COSTS)
2

5057 Keller Springs Road, Suite 650
Addison, TX, 75001
$360,380,9879120
A percentage of AUM, Performance Based
3

15455 Dallas Parkway, Suite 1080
Addison, TX, 75001
$310,460,5862875
A percentage of AUM
4

15725 North Dallas Parkway, Suite 230
Addison, TX, 75001
$233,404,197417
A percentage of AUM, Performance Based, Other (% OF INITIAL INVESTMENT COSTS)
5

14275 Midway Road, Suite 138
Addison, TX, 75001
$150,144,0003243
A percentage of AUM
6

15301 Spectrum Drive, Suite 115
Addison, TX, 75001
$127,000,0002407
A percentage of AUM, Hourly charges, Fixed fees
7

16415 Addison Road, Suite 312
Addison, TX, 75001
$99,828,000212
A percentage of AUM, Fixed fees
8

15455 Dallas Pkwy, Ste 1080b
Addison, TX, 75001
$004
A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Addison, Texas

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.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (% OF INITIAL INVESTMENT COSTS)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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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.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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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.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
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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.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (% OF INITIAL INVESTMENT COSTS)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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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.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
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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.

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
  • Selection for other advisors
  • Education seminars/workshops
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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.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Pesnsion consulting services
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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.

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
View Full Profile

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