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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 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 Austin, Texas
Last Updated - April 18, 2024Austin has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 165 non-vetted advisors in your local area. These retirement advisors in Austin, Texas have an average of 26 years of experience.
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List of Qualified Retirement Planning Advisors in Austin, Texas
VERIFIED Qualifications
Firm CRD# 288199
Series 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDKay Russell
AAMS®
Edelman Financial Engines, LLC
Qualifications
CRD# 5606019
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDJerry McIlhon
Investment Advisor
Beck Capital Management LLC
Qualifications
CRD# 1730924
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
VERIFIEDSpencer Corzine
CFP®
AVH Invest
Qualifications
CRD# 2940880
Firm CRD# 10205
Series 7, 24, 55, 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, 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
VERIFIEDQuotient Wealth Partners
CPA, CFP®, CFA®
Qualifications
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
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 | DIMENSIONAL FUND ADVISORS LP 6300 Bee Cave Road, Building One Austin, TX, 78746 | $652,741,971,627 | 818 | 1096 | A Percentage of AUM, Performance Based |
| 2 | KESTRA ADVISORY SERVICES, LLC 5707 Southwest Parkway, Building 2, Suite 400 Austin, TX, 78735 | $41,795,124,579 | 140407 | 1311 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | SALI FUND SERVICES 6850 Austin Center Blvd., Suite 300 Austin, TX, 78731 | $18,775,415,010 | 180 | 53 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 4 | SAGE ADVISORY SERVICES LTD CO 5900 Southwest Parkway, Building 1, Suite 100 Austin, TX, 78735-6202 | $15,322,865,201 | 4888 | 53 | A Percentage of AUM, Fixed Fees |
| 5 | YACKTMAN ASSET MANAGEMENT LP 6300 Bridge Point Parkway, Building 1 Suite 500 Austin, TX, 78730-5073 | $15,235,017,023 | 816 | 20 | A Percentage of AUM, Performance Based |
| 6 | LEAFHOUSE FINANCIAL ADVISORS, LLC 6300 Bridgepoint Parkway, Building 1, Suite 300 Austin, TX, 78730 | $14,128,243,774 | 2845 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | SAPPHIRE VENTURES, LLC 801 W. 5th St., Ste 100 Austin, TX, 78703 | $9,969,208,815 | 18 | 95 | A Percentage of AUM, Performance Based |
| 8 | THE PALISADES GROUP, LLC 6001 Bold Ruler Way, Suite 110 Austin, TX, 78746 | $8,421,157,061 | 12 | 31 | A Percentage of AUM, Performance Based, Other (NEGOTIATED FEES) |
| 9 | IRRADIANT PARTNERS, LP 2025 Guadalupe Street, Suite 260 Austin, TX, 78705 | $8,230,475,300 | 36 | 43 | A Percentage of AUM, Performance Based |
| 10 | AB PRIVATE CREDIT INVESTORS LLC 405 Colorado Street, Suite 1500 Austin, TX, 78701 | $6,336,000,000 | 15 | 1 | A Percentage of AUM, Fixed Fees, Performance Based |
| 11 | TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY 900 S. Capital Of Tx Highway, Suite 350 Austin, TX, 78746 | $5,765,870,780 | 3370 | 38 | A Percentage of AUM, Fixed Fees, Performance Based |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC 5707 Southwest Parkway, Bldg. 2 Ste 400 Austin, TX, 78735 | $4,480,017,320 | 14374 | 119 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | PEAK ROCK CAPITAL LLC 13413 Galleria Circle, Suite Q-300 Austin, TX, 78738 | $3,895,504,201 | 16 | 52 | A Percentage of AUM, Performance Based |
| 14 | HOISINGTON INVESTMENT MANAGEMENT CO 6836 Fm 2244 Rd., Bldg 2 Suite 100 Austin, TX, 78746-5070 | $3,768,055,344 | 39 | 10 | A Percentage of AUM |
| 15 | AQS ASSET MANAGEMENT, L.L.C. 5806 Mesa Drive, Ste 220 Austin, TX, 78731 | $3,253,948,373 | 11 | 4 | A Percentage of AUM |
Information on Top Retirement Planning firms in Austin, Texas
QualificationsFirm CRD# 106482
Assets Under Management $652,741,971,627
No. Of Clients818
Clients Per Financial Advisor1
DIMENSIONAL FUND ADVISORS LP is a financial advisory firm situated in Austin, Texas. With a nearly $653B assets under management, the firm specializes in crafting personalized retirement planning solutions for 818 clients. The team consists of 1096 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 283330
Assets Under Management $41,795,124,579
No. Of Clients140407
Clients Per Financial Advisor107
KESTRA ADVISORY SERVICES, LLC is a financial advisory firm situated in Austin, Texas. With a nearly $42B assets under management, the firm specializes in crafting personalized retirement planning solutions for 140407 clients. The team consists of 1311 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 124235
Assets Under Management $18,775,415,010
No. Of Clients180
Clients Per Financial Advisor3
SALI FUND SERVICES is a financial advisory firm situated in Austin, Texas. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 180 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
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 106236
Assets Under Management $15,322,865,201
No. Of Clients4888
Clients Per Financial Advisor92
SAGE ADVISORY SERVICES LTD CO is a financial advisory firm situated in Austin, Texas. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4888 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 164420
Assets Under Management $15,235,017,023
No. Of Clients816
Clients Per Financial Advisor41
YACKTMAN ASSET MANAGEMENT LP is a financial advisory firm situated in Austin, Texas. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 816 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 149694
Assets Under Management $14,128,243,774
No. Of Clients2845
Clients Per Financial Advisor167
LEAFHOUSE FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Austin, Texas. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2845 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 161558
Assets Under Management $9,969,208,815
No. Of Clients18
Clients Per Financial Advisor0
SAPPHIRE VENTURES, LLC is a financial advisory firm situated in Austin, Texas. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 95 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
- Selection of Other Advisors
QualificationsFirm CRD# 165609
Assets Under Management $8,421,157,061
No. Of Clients12
Clients Per Financial Advisor0
THE PALISADES GROUP, LLC is a financial advisory firm situated in Austin, Texas. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 31 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
- Portfolio Management for Business
QualificationsFirm CRD# 315416
Assets Under Management $8,230,475,300
No. Of Clients36
Clients Per Financial Advisor1
IRRADIANT PARTNERS, LP is a financial advisory firm situated in Austin, Texas. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 36 clients. The team consists of 43 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
- Portfolio Management for Business
QualificationsFirm CRD# 173027
Assets Under Management $6,336,000,000
No. Of Clients15
Clients Per Financial Advisor15
AB PRIVATE CREDIT INVESTORS LLC 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 15 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 307956
Assets Under Management $5,765,870,780
No. Of Clients3370
Clients Per Financial Advisor89
TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY 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 3370 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
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 155193
Assets Under Management $4,480,017,320
No. Of Clients14374
Clients Per Financial Advisor121
KESTRA PRIVATE WEALTH SERVICES, 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 14374 clients. The team consists of 119 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 165138
Assets Under Management $3,895,504,201
No. Of Clients16
Clients Per Financial Advisor0
PEAK ROCK CAPITAL 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 16 clients. The team consists of 52 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# 107710
Assets Under Management $3,768,055,344
No. Of Clients39
Clients Per Financial Advisor4
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 39 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 131544
Assets Under Management $3,253,948,373
No. Of Clients11
Clients Per Financial Advisor3
AQS ASSET MANAGEMENT, L.L.C. is a financial advisory firm situated in Austin, Texas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 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 Business
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