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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 - April 24, 2025

Austin 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

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Jerry 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

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advisor

Qualifications
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

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advisor
vector.svg VERIFIED

Craig 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 15 Retirement Planning firms in Austin, Texas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

6300 Bee Cave Road, Building One
Austin, TX, 78746
$749,622,475,39611531166
A percentage of AUM, Performance Based
2

5707 Southwest Parkway, Building 2, Suite 400
Austin, TX, 78735
$48,324,319,6291404251266
A percentage of AUM, Hourly charges, Fixed fees
3

6850 Austin Center Blvd., Suite 300
Austin, TX, 78731
$23,884,684,84816555
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
4

5900 Southwest Parkway, Building 1, Suite 100
Austin, TX, 78735-6202
$22,693,997,435812853
A percentage of AUM, Fixed fees
5

6300 Bridgepoint Parkway, Building 1, Suite 300
Austin, TX, 78730
$17,004,947,985324325
A percentage of AUM, Hourly charges, Fixed fees
6

6300 Bridge Point Parkway, Building 1 Suite 500
Austin, TX, 78730-5073
$16,182,551,87085620
A percentage of AUM, Performance Based
7

401 S. 1st Street, Suite 850
Austin, TX, 78704
$15,808,117,9541238
A percentage of AUM, Performance Based, Other (NEGOTIATED FEES)
8

801 W. 5th St., Ste 100
Austin, TX, 78703
$10,775,605,9702486
A percentage of AUM, Performance Based
9

900 S. Capital Of Tx Highway, Suite 350
Austin, TX, 78746
$7,320,554,466220250
A percentage of AUM, Fixed fees, Performance Based
10

5707 Southwest Parkway, Bldg. 2 Ste 400
Austin, TX, 78735
$7,299,740,13121652158
A percentage of AUM, Hourly charges, Fixed fees
11

405 Colorado Street, Suite 1500
Austin, TX, 78701
$7,097,000,000161
A percentage of AUM, Fixed fees, Performance Based
12

100 Congress Ave, Suite 780
Austin, TX, 78701
$5,736,751,3361250
A percentage of AUM, Performance Based, Other (SERVICE FEE)
13

13413 Galleria Circle, Suite Q-300
Austin, TX, 78738
$4,523,105,5782254
A percentage of AUM, Performance Based
14

6836 Fm 2244 Rd., Bldg 2 Suite 100
Austin, TX, 78746-5070
$3,721,493,4233210
A percentage of AUM
15

1111 W 6th St, Bldg A Suite 200
Austin, TX, 78703
$3,672,917,3162354
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
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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
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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
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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)
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
View Full Profile

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