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Find Retirement Advisors for Retirement Planning in Boerne, Texas

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Boerne, Texas

Last Updated - April 25, 2025

Boerne has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Boerne, Texas have an average of 16 years of experience.

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List of Qualified Retirement Planning Advisors in Boerne, Texas

VERIFIED

David Nash
CFP^®, CFA^®
Magister Wealth

Qualifications
CRD# 5882986
Firm CRD# 170829
Series 65

Minimum Assets Required
$300,000

Address

64 Spring Lake Drive,
San Antonio, TX 78248 See Details

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Scott Portlock
CFP^®, CLU^®
Global Wealth Advisors

Qualifications
CRD# 2639917
Firm CRD# 8032
Series 7, 63, 65

Minimum Assets Required
$250,000

Address

500 N Loop 1604 E.,
Suite 250,
San Antonio, TX 78232 See Details

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, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

19026 Ridgewood Parkway,
Suite 316,
San Antonio, TX 78259 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Benjamin Hooper
CFP^®, CIMA^®, RICP^®, CLU^®, ChFC^®
Comal Wealth Management

Qualifications
CRD# 5679845
Firm CRD# 309352

Minimum Assets Required
$250,000

Address

1659 State Hwy 46W,
Ste 115 #439,
New Braunfels, TX 78132 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1111 West 6th Street, Building B,
Suite 310,
Austin, TX 78703 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

Top 3 Retirement Planning firms in Boerne, Texas (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1415 E Blanco Rd, Suite 8 Boerne, TX, 78006	$3,206,816,745	11592	4	A percentage of AUM, Hourly charges, Fixed fees
2	604 S. Main, Boerne, TX, 78006	$301,660,284	714	4	A percentage of AUM
3	2 Spencer Road, Suite 102 Boerne, TX, 78006	$179,605,864	506	6	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Boerne, Texas

ADVISOR LOGISTICS, LLC

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QualificationsFirm CRD# 292784

Assets Under Management $3,206,816,745

No. Of Clients11592

Clients Per Financial Advisor2898

ADVISOR LOGISTICS, LLC is a financial advisory firm situated in Boerne, Texas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11592 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
Hourly charges
Fixed fees

Financial Planning Services

Other (INVESTMENT ADVISORS)

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CRESTMONT PRIVATE WEALTH LLC

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QualificationsFirm CRD# 304170

Assets Under Management $301,660,284

No. Of Clients714

Clients Per Financial Advisor179

CRESTMONT PRIVATE WEALTH LLC is a financial advisory firm situated in Boerne, Texas. With a nearly $302M assets under management, the firm specializes in crafting personalized retirement planning solutions for 714 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

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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HILL COUNTRY GROUP

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QualificationsFirm CRD# 307376

Assets Under Management $179,605,864

No. Of Clients506

Clients Per Financial Advisor84

HILL COUNTRY GROUP is a financial advisory firm situated in Boerne, Texas. With a nearly $180M assets under management, the firm specializes in crafting personalized retirement planning solutions for 506 clients. The team consists of 6 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
Pesnsion consulting services

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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