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.
College Station has 7 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 College Station, Texas have an average of 23 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
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
Quotient Wealth Partners
CPA, CFP®, CFA®
Qualifications
Firm CRD# 326819
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-Based, Flat Fee, Based on Assets
Chance Vogel
CRPS®, CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 2800255
Firm CRD# 104510
Series 65, 66
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Alex Shurin
CFP®, ChFC®
Edelman Financial Engines, LLC
Qualifications
CRD# 4425226
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Not Specified.
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Matthew Goff
76784
The Goff Financial Group
Qualifications
CRD# 2390431
Firm CRD# 114796
Minimum Assets Required
$500,000
Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals.
Fee-Only, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | BRIAUD FINANCIAL ADVISORS 1611 Crescent Pointe Parkway, College Station, TX, 77845 | $664,291,001 | 1855 | 11 | A Percentage of AUM, Fixed Fees |
2 | PARAGON FINANCIAL ADVISORS 215 Rock Prairie Rd., College Station, TX, 77845 | $480,540,930 | 1881 | 12 | A Percentage of AUM, Fixed Fees |
3 | TDC CAPITAL ADVISORS, INC. 1598 Copperfield Parkway, College Station, TX, 77845 | $145,150,720 | 214 | 4 | A Percentage of AUM |
QualificationsFirm CRD# 105638
Assets Under Management $664,291,001
No. Of Clients1855
Clients Per Financial Advisor169
BRIAUD FINANCIAL ADVISORS is a financial advisory firm situated in College Station, Texas. With a nearly $664M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1855 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 143721
Assets Under Management $480,540,930
No. Of Clients1881
Clients Per Financial Advisor157
PARAGON FINANCIAL ADVISORS is a financial advisory firm situated in College Station, Texas. With a nearly $481M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1881 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 $145,150,720
No. Of Clients214
Clients Per Financial Advisor54
TDC CAPITAL ADVISORS, INC. is a financial advisory firm situated in College Station, Texas. With a nearly $145M assets under management, the firm specializes in crafting personalized retirement planning solutions for 214 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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