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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 you 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 registrations check. 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 13, 2024Addison has 17 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 20 years of experience.
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List of Qualified Retirement Planning Advisors in Addison, Texas
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDZach 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
Advisory Services:
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, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED 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
VERIFIEDJohn Kvale
CFP®, CFA®
J.K. Financial, Inc.
Qualifications
CRD# 2047457
Firm CRD# 114929
Minimum Assets Required
$1,000,000
Advisory Services:
Retirement Planning, 401K Rollovers, Financial Planning for Individuals.
Compensation/Fee
Fee-Only
VERIFIED Qualifications
CRD# 5979802
Firm CRD# 291218
Series 65
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
VERIFIEDQuotient Wealth Partners
CPA, CFP®, CFA®
Qualifications
CRD# 4080699
Firm CRD# 326819
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDNick Lalonde
CFP®
Third Act Wealth Management, LLC
Qualifications
CRD# 6355155
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$1,000,000
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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIED Qualifications
Firm CRD# 135281
Series 63, 65
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
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
VERIFIEDNeil Krishnaswamy
CEPA®, CFP®, EA, RICP®, GFP
Krishna Wealth Planning LLC
Qualifications
CRD# 5983812
Firm CRD# 304613
Series 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, 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, 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
$0
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
VERIFIEDBridget E. Palmer
CRPC®
Bisdorf Palmer Private Wealth Advisors
Qualifications
CRD# 6411450
Firm CRD# 8032
Series 7, 66
Minimum Assets Required
$0
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
VERIFIEDJustin Hall
CFP®
Good Life Asset Strategies, LLC
Qualifications
CRD# 6599260
Firm CRD# 165613
Series 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 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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Top 8 Retirement Planning firms in Addison, Texas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PCIM REALTY ADVISORS, LLC 15725 North Dallas Parkway, Suite 230 Addison, TX, 75001 | $709,797,736 | 3 | 16 | A Percentage of AUM, Performance Based, Other (% OF INITIAL INVESTMENT COSTS) |
| 2 | FOUNDATION ENERGY MANAGEMENT 5057 Keller Springs Road, Suite 650 Addison, TX, 75001 | $501,732,834 | 9 | 120 | A Percentage of AUM, Performance Based |
| 3 | B-29 ADVISORS, LLC 14131 Midway Road, Suite 550 Addison, TX, 75001 | $431,644,628 | 3 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 4 | PHOENIX CAPITAL REALTY ADVISORS, LLC 15725 North Dallas Parkway, Suite 230 Addison, TX, 75001 | $269,059,288 | 4 | 16 | A Percentage of AUM, Performance Based, Other (% OF INITIAL INVESTMENT COSTS) |
| 5 | MGB WEALTH MANAGEMENT, LLC 15455 Dallas Parkway, Suite 1080 Addison, TX, 75001 | $257,826,184 | 255 | 4 | A Percentage of AUM |
| 6 | WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC 14275 Midway Road, Suite 138 Addison, TX, 75001 | $131,097,000 | 315 | 3 | A Percentage of AUM |
| 7 | SPECTRUM ADVISORS, INC. 15301 Spectrum Drive, Suite 115 Addison, TX, 75001 | $118,000,000 | 740 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | FOCUS 401 (K) GROUP, LLC 16415 Addison Road, Suite 312 Addison, TX, 75001 | $77,500,000 | 21 | 2 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Addison, Texas
QualificationsFirm CRD# 313281
Assets Under Management $709,797,736
No. Of Clients3
Clients Per Financial Advisor0
PCIM REALTY ADVISORS, LLC is a financial advisory firm situated in Addison, Texas. With a nearly $710M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 16 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
QualificationsFirm CRD# 161141
Assets Under Management $501,732,834
No. Of Clients9
Clients Per Financial Advisor0
FOUNDATION ENERGY MANAGEMENT is a financial advisory firm situated in Addison, Texas. With a nearly $502M 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
QualificationsFirm CRD# 292096
Assets Under Management $431,644,628
No. Of Clients3
Clients Per Financial Advisor0
B-29 ADVISORS, LLC is a financial advisory firm situated in Addison, Texas. With a nearly $432M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 161129
Assets Under Management $269,059,288
No. Of Clients4
Clients Per Financial Advisor0
PHOENIX CAPITAL REALTY ADVISORS, LLC is a financial advisory firm situated in Addison, Texas. With a nearly $269M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 16 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
QualificationsFirm CRD# 307995
Assets Under Management $257,826,184
No. Of Clients255
Clients Per Financial Advisor64
MGB WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Addison, Texas. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 255 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
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 144172
Assets Under Management $131,097,000
No. Of Clients315
Clients Per Financial Advisor105
WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC is a financial advisory firm situated in Addison, Texas. With a nearly $131M assets under management, the firm specializes in crafting personalized retirement planning solutions for 315 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
QualificationsFirm CRD# 114805
Assets Under Management $118,000,000
No. Of Clients740
Clients Per Financial Advisor106
SPECTRUM ADVISORS, INC. is a financial advisory firm situated in Addison, Texas. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 740 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 172217
Assets Under Management $77,500,000
No. Of Clients21
Clients Per Financial Advisor11
FOCUS 401 (K) GROUP, LLC is a financial advisory firm situated in Addison, Texas. With a nearly $78M 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
- Pension Consulting Services
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