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Find Retirement Advisors for Retirement Planning in Austin, 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 Austin, Texas
Last Updated - May 5, 2025Austin has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 169 non-vetted advisors in your local area. These retirement advisors in Austin, Texas have an average of 32 years of experience.
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List of Qualified Retirement Planning Advisors in Austin, Texas
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJerry McIlhon
Investment Advisor
Beck Capital Management LLC
Qualifications
CRD# 1730924
Firm CRD# 152705
Series 6, 63, 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 173194
Series 7, 63
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDCraig Larson
Chartered Life Underwriter (CLU®), CLU®
Larson Financial Advisors
Qualifications
CRD# 2026803
Firm CRD# 158618
Series 66
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, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Austin, Texas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 6300 Bee Cave Road, Building One Austin, TX, 78746 | $749,622,475,396 | 1153 | 1166 | A percentage of AUM, Performance Based |
| 2 | 5707 Southwest Parkway, Building 2, Suite 400 Austin, TX, 78735 | $48,324,319,629 | 140425 | 1266 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 6850 Austin Center Blvd., Suite 300 Austin, TX, 78731 | $23,884,684,848 | 165 | 55 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 4 | 5900 Southwest Parkway, Building 1, Suite 100 Austin, TX, 78735-6202 | $22,693,997,435 | 8128 | 53 | A percentage of AUM, Fixed fees |
| 5 | 6300 Bridgepoint Parkway, Building 1, Suite 300 Austin, TX, 78730 | $17,004,947,985 | 3243 | 25 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 6300 Bridge Point Parkway, Building 1 Suite 500 Austin, TX, 78730-5073 | $16,182,551,870 | 856 | 20 | A percentage of AUM, Performance Based |
| 7 | 401 S. 1st Street, Suite 850 Austin, TX, 78704 | $15,808,117,954 | 12 | 38 | A percentage of AUM, Performance Based, Other (NEGOTIATED FEES) |
| 8 | 801 W. 5th St., Ste 100 Austin, TX, 78703 | $10,775,605,970 | 24 | 86 | A percentage of AUM, Performance Based |
| 9 | 900 S. Capital Of Tx Highway, Suite 350 Austin, TX, 78746 | $7,320,554,466 | 2202 | 50 | A percentage of AUM, Fixed fees, Performance Based |
| 10 | 5707 Southwest Parkway, Bldg. 2 Ste 400 Austin, TX, 78735 | $7,299,740,131 | 21652 | 158 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 405 Colorado Street, Suite 1500 Austin, TX, 78701 | $7,097,000,000 | 16 | 1 | A percentage of AUM, Fixed fees, Performance Based |
| 12 | 100 Congress Ave, Suite 780 Austin, TX, 78701 | $5,736,751,336 | 12 | 50 | A percentage of AUM, Performance Based, Other (SERVICE FEE) |
| 13 | 13413 Galleria Circle, Suite Q-300 Austin, TX, 78738 | $4,523,105,578 | 22 | 54 | A percentage of AUM, Performance Based |
| 14 | 6836 Fm 2244 Rd., Bldg 2 Suite 100 Austin, TX, 78746-5070 | $3,721,493,423 | 32 | 10 | A percentage of AUM |
| 15 | 1111 W 6th St, Bldg A Suite 200 Austin, TX, 78703 | $3,672,917,316 | 23 | 54 | A percentage of AUM, Performance Based, Other (CONSTRUCTION MANAGEMENT AND PROPERTY MANAGEMENT FEES) |
Information on Top Retirement Planning firms in Austin, Texas
QualificationsFirm CRD# 106482
Assets Under Management $749,622,475,396
No. Of Clients1153
Clients Per Financial Advisor1
DIMENSIONAL FUND ADVISORS LP is a financial advisory firm situated in Austin, Texas. With a nearly $750B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1153 clients. The team consists of 1166 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 individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 283330
Assets Under Management $48,324,319,629
No. Of Clients140425
Clients Per Financial Advisor111
KESTRA ADVISORY SERVICES, LLC is a financial advisory firm situated in Austin, Texas. With a nearly $48B assets under management, the firm specializes in crafting personalized retirement planning solutions for 140425 clients. The team consists of 1266 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
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 124235
Assets Under Management $23,884,684,848
No. Of Clients165
Clients Per Financial Advisor3
SALI FUND SERVICES is a financial advisory firm situated in Austin, Texas. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 165 clients. The team consists of 55 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 vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 106236
Assets Under Management $22,693,997,435
No. Of Clients8128
Clients Per Financial Advisor153
SAGE ADVISORY SERVICES LTD CO is a financial advisory firm situated in Austin, Texas. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8128 clients. The team consists of 53 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (MODEL PROVISION STRATEGIES)
QualificationsFirm CRD# 149694
Assets Under Management $17,004,947,985
No. Of Clients3243
Clients Per Financial Advisor130
LEAFHOUSE FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Austin, Texas. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3243 clients. The team consists of 25 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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 164420
Assets Under Management $16,182,551,870
No. Of Clients856
Clients Per Financial Advisor43
YACKTMAN ASSET MANAGEMENT LP is a financial advisory firm situated in Austin, Texas. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 856 clients. The team consists of 20 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 individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 165609
Assets Under Management $15,808,117,954
No. Of Clients12
Clients Per Financial Advisor0
THE PALISADES GROUP, LLC is a financial advisory firm situated in Austin, Texas. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 38 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (NEGOTIATED FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 161558
Assets Under Management $10,775,605,970
No. Of Clients24
Clients Per Financial Advisor0
SAPPHIRE VENTURES, LLC is a financial advisory firm situated in Austin, Texas. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 24 clients. The team consists of 86 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
- Selection for other advisors
QualificationsFirm CRD# 307956
Assets Under Management $7,320,554,466
No. Of Clients2202
Clients Per Financial Advisor44
HUB INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Austin, Texas. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2202 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 155193
Assets Under Management $7,299,740,131
No. Of Clients21652
Clients Per Financial Advisor137
KESTRA PRIVATE WEALTH SERVICES, LLC is a financial advisory firm situated in Austin, Texas. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21652 clients. The team consists of 158 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
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 173027
Assets Under Management $7,097,000,000
No. Of Clients16
Clients Per Financial Advisor16
AB PRIVATE CREDIT INVESTORS LLC is a financial advisory firm situated in Austin, Texas. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 171703
Assets Under Management $5,736,751,336
No. Of Clients12
Clients Per Financial Advisor0
OASIS CAPITAL PARTNERS (TEXAS) INC. is a financial advisory firm situated in Austin, Texas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SERVICE FEE)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 165138
Assets Under Management $4,523,105,578
No. Of Clients22
Clients Per Financial Advisor0
PEAK ROCK CAPITAL LLC is a financial advisory firm situated in Austin, Texas. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22 clients. The team consists of 54 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# 107710
Assets Under Management $3,721,493,423
No. Of Clients32
Clients Per Financial Advisor3
HOISINGTON INVESTMENT MANAGEMENT CO is a financial advisory firm situated in Austin, Texas. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 32 clients. The team consists of 10 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
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
QualificationsFirm CRD# 160056
Assets Under Management $3,672,917,316
No. Of Clients23
Clients Per Financial Advisor0
PENNYBACKER CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Austin, Texas. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 23 clients. The team consists of 54 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (CONSTRUCTION MANAGEMENT AND PROPERTY MANAGEMENT FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
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Looking for more choices? Use our free match service to compare retirement planners serving your area.