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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 - May 13, 2024

Austin 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 27 years of experience.

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List of Qualified Retirement Planning Advisors in Austin, Texas

advisor-photo

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

advisor-photo
vector.svg VERIFIED

Kay 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

advisor-photo
vector.svg VERIFIED

Jerry 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

advisor-photo
vector.svg VERIFIED

Spencer 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

advisor-photo
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

advisor-photo
vector.svg VERIFIED

Quotient 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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
DIMENSIONAL FUND ADVISORS LP
6300 Bee Cave Road, Building One
Austin, TX, 78746
$652,741,971,6278181096
A Percentage of AUM, Performance Based
2
KESTRA ADVISORY SERVICES, LLC
5707 Southwest Parkway, Building 2, Suite 400
Austin, TX, 78735
$41,795,124,5791404071311
A Percentage of AUM, Hourly charges, Fixed Fees
3
SALI FUND SERVICES
6850 Austin Center Blvd., Suite 300
Austin, TX, 78731
$18,775,415,01018053
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
$15,322,865,201488853
A Percentage of AUM, Fixed Fees
5
YACKTMAN ASSET MANAGEMENT LP
6300 Bridge Point Parkway, Building 1 Suite 500
Austin, TX, 78730-5073
$15,235,017,02381620
A Percentage of AUM, Performance Based
6
LEAFHOUSE FINANCIAL ADVISORS, LLC
6300 Bridgepoint Parkway, Building 1, Suite 300
Austin, TX, 78730
$14,128,243,774284517
A Percentage of AUM, Hourly charges, Fixed Fees
7
SAPPHIRE VENTURES, LLC
801 W. 5th St., Ste 100
Austin, TX, 78703
$9,969,208,8151895
A Percentage of AUM, Performance Based
8
THE PALISADES GROUP, LLC
6001 Bold Ruler Way, Suite 110
Austin, TX, 78746
$8,421,157,0611231
A Percentage of AUM, Performance Based, Other (NEGOTIATED FEES)
9
IRRADIANT PARTNERS, LP
2025 Guadalupe Street, Suite 260
Austin, TX, 78705
$8,230,475,3003643
A Percentage of AUM, Performance Based
10
AB PRIVATE CREDIT INVESTORS LLC
405 Colorado Street, Suite 1500
Austin, TX, 78701
$6,336,000,000151
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
$5,765,870,780337038
A Percentage of AUM, Fixed Fees, Performance Based
12
KESTRA PRIVATE WEALTH SERVICES, LLC
5707 Southwest Parkway, Bldg. 2 Ste 400
Austin, TX, 78735
$4,480,017,32014374119
A Percentage of AUM, Hourly charges, Fixed Fees
13
PEAK ROCK CAPITAL LLC
13413 Galleria Circle, Suite Q-300
Austin, TX, 78738
$3,895,504,2011652
A Percentage of AUM, Performance Based
14
HOISINGTON INVESTMENT MANAGEMENT CO
6836 Fm 2244 Rd., Bldg 2 Suite 100
Austin, TX, 78746-5070
$3,768,055,3443910
A Percentage of AUM
15
AQS ASSET MANAGEMENT, L.L.C.
5806 Mesa Drive, Ste 220
Austin, TX, 78731
$3,253,948,373114
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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