Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 - May 24, 2025Addison 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 24 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Addison, Texas
VERIFIEDZach Allen
Disciplined Advisors Group
Qualifications
CRD# 5059261
Firm CRD# 105644
Series 7, 66
Minimum Assets Required
$100,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDQualifications
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
VERIFIEDQualifications
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
Advisory Services:
Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJ.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
VERIFIEDQualifications
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
VERIFIEDMichelle 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
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
VERIFIEDChris 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
VERIFIEDKenneth 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
VERIFIEDJeffrey 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
VERIFIEDGeorge 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
VERIFIEDGlen 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
VERIFIEDCourtney Leffall
CFP®
LX Parker Wealth Management
Qualifications
CRD# 5211412
Firm CRD# 6413
Series 7, 66
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDBrian Bisdorf
CRPC®
Cedarwood Financial Partners
Qualifications
CRD# 5619385
Firm CRD# 8032
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDJustin 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
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-Only, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 8 Retirement Planning firms in Addison, Texas (Ranked by AUM)
| 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 |
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
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
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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Amarillo, Texas
- Retirement Planners in Austin, Texas
- Retirement Planners in Cedar Park, Texas
- Retirement Planners in Dallas, Texas
- Retirement Planners in Flower Mound, Texas
- Retirement Planners in Fort Worth, Texas
- Retirement Planners in Frisco, Texas
- Retirement Planners in Houston, Texas
- Retirement Planners in Irving, Texas
- Retirement Planners in Lufkin, Texas
- Retirement Planners in Mcallen, Texas
- Retirement Planners in Mckinney, Texas
- Retirement Planners in New Braunfels, Texas
- Retirement Planners in Plano, Texas
- Retirement Planners in San Antonio, Texas
- Retirement Planners in Southlake, Texas
- Retirement Planners in Spring, Texas
- Retirement Planners in Sugar Land, Texas
- Retirement Planners in Tyler, Texas
- Retirement Planners in Weatherford, Texas
Looking for more choices? Use our free match service to compare retirement planners serving your area.