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 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.
College Station has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in College Station, Texas have an average of 22 years of experience.
Jeff Rhame
CFP®
Rhame & Gorrell Wealth Management
Qualifications
CRD# 2516452
Firm CRD# 283027
Minimum Assets Required
$500,000
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, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Doug Gibson
LUTCF®
SMART Group Houston
Qualifications
CRD# 5626771
Firm CRD# 29087
Series 6, 7, 63, 66
Minimum Assets Required
$250,000
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-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1611 Crescent Pointe Parkway, College Station, TX, 77845 | $705,036,199 | 1973 | 13 | A percentage of AUM, Fixed fees |
2 | 215 Rock Prairie Rd., College Station, TX, 77845 | $680,567,891 | 2050 | 12 | A percentage of AUM, Fixed fees |
3 | 1598 Copperfield Parkway, College Station, TX, 77845 | $171,934,687 | 240 | 5 | A percentage of AUM |
4 | 511 University Dr. E, Suite 210 College Station, TX, 77840 | $158,577,226 | 681 | 8 | A percentage of AUM, Hourly charges, Fixed fees, Other (SET UP FEE) |
QualificationsFirm CRD# 105638
Assets Under Management $705,036,199
No. Of Clients1973
Clients Per Financial Advisor152
BRIAUD FINANCIAL ADVISORS is a financial advisory firm situated in College Station, Texas. With a nearly $705M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1973 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 143721
Assets Under Management $680,567,891
No. Of Clients2050
Clients Per Financial Advisor171
PARAGON FINANCIAL ADVISORS is a financial advisory firm situated in College Station, Texas. With a nearly $681M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2050 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 117769
Assets Under Management $171,934,687
No. Of Clients240
Clients Per Financial Advisor48
TDC CAPITAL ADVISORS, INC. is a financial advisory firm situated in College Station, Texas. With a nearly $172M assets under management, the firm specializes in crafting personalized retirement planning solutions for 240 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 285310
Assets Under Management $158,577,226
No. Of Clients681
Clients Per Financial Advisor85
SMITH & WYATT is a financial advisory firm situated in College Station, Texas. With a nearly $159M assets under management, the firm specializes in crafting personalized retirement planning solutions for 681 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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