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Find Retirement Advisors for Retirement Planning in Arlington, 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 Arlington, Texas

Last Updated - March 21, 2024

Arlington has 13 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Arlington, Texas have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Arlington, Texas

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Quotient 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

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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, Based on Assets

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Nick 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

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John 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

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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

advisor-photo

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

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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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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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

advisor-photo

Qualifications
Firm CRD# 107342

Minimum Assets Required
$500,000

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

advisor-photo

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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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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Neil 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

Top 3 Retirement Planning firms in Arlington, Texas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES
1415 West Randol Mill Rd.,
Arlington, TX, 76012
$678,287,00012459
A Percentage of AUM, Hourly charges, Fixed Fees
2
PARKSTONE WEALTH MANAGEMENT, LLC
1000 Ballpark Way, Suite 302
Arlington, TX, 76011
$156,601,880843
A Percentage of AUM
3
PALADINI FINANCIAL ADVISORS, LLC
2015 East Lamar Blvd, Suite 200
Arlington, TX, 76006
$154,652,7145855
A Percentage of AUM, Hourly charges, Fixed Fees, Other (DENTAL PRACTICE SALES REFERRAL)

Information on Top Retirement Planning firms in Arlington, Texas

QualificationsFirm CRD# 112248

Assets Under Management $678,287,000

No. Of Clients1245

Clients Per Financial Advisor138

GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES is a financial advisory firm situated in Arlington, Texas. With a nearly $678M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1245 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 168253

Assets Under Management $156,601,880

No. Of Clients84

Clients Per Financial Advisor28

PARKSTONE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Arlington, Texas. With a nearly $157M assets under management, the firm specializes in crafting personalized retirement planning solutions for 84 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

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 139884

Assets Under Management $154,652,714

No. Of Clients585

Clients Per Financial Advisor117

PALADINI FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Arlington, Texas. With a nearly $155M assets under management, the firm specializes in crafting personalized retirement planning solutions for 585 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
  • Hourly charges
  • Fixed Fees
  • Other (DENTAL PRACTICE SALES REFERRAL)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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