Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Boerne has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Boerne, Texas have an average of 15 years of experience.
David Nash
CFP®, CFA®
Magister Wealth
Qualifications
CRD# 5882986
Firm CRD# 170829
Series 65
Minimum Assets Required
$300,000
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Hourly, Flat Fee, Based on Assets
Scott Thompson
CFP®
Clipper Wealth Management, LLC
Qualifications
CRD# 4414290
Firm CRD# 6413
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | ADVISOR LOGISTICS, LLC 1415 E Blanco Rd, Suite 8 Boerne, TX, 78006 | $1,804,001,556 | 10000 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | HILL COUNTRY GROUP 2 Spencer Road, Suite 102 Boerne, TX, 78006 | $143,787,407 | 522 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 292784
Assets Under Management $1,804,001,556
No. Of Clients10000
Clients Per Financial Advisor2500
ADVISOR LOGISTICS, LLC is a financial advisory firm situated in Boerne, Texas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10000 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 307376
Assets Under Management $143,787,407
No. Of Clients522
Clients Per Financial Advisor87
HILL COUNTRY GROUP is a financial advisory firm situated in Boerne, Texas. With a nearly $144M assets under management, the firm specializes in crafting personalized retirement planning solutions for 522 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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