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.
Conroe has 4 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 Conroe, 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
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
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 | WOOTTON FINANCIAL GROUP INC Commonwealth Centre, 2040 North Loop 336 W, Suite 125 Conroe, TX, 77304 | $110,185,593 | 703 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | PALADINO WEALTH 525 Woodland Square Blvd., Suite 250 Conroe, TX, 77384 | $96,980,799 | 167 | 3 | A Percentage of AUM |
3 | ARTESA FINANCIAL GROUP Commonwealth Centre, 2040 N. Loop 336 W. , Ste. 227 Conroe, TX, 77304 | $92,879,463 | 600 | 5 | A Percentage of AUM |
QualificationsFirm CRD# 114641
Assets Under Management $110,185,593
No. Of Clients703
Clients Per Financial Advisor234
WOOTTON FINANCIAL GROUP INC is a financial advisory firm situated in Conroe, Texas. With a nearly $110M assets under management, the firm specializes in crafting personalized retirement planning solutions for 703 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 307799
Assets Under Management $96,980,799
No. Of Clients167
Clients Per Financial Advisor56
PALADINO WEALTH is a financial advisory firm situated in Conroe, Texas. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 167 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 153741
Assets Under Management $92,879,463
No. Of Clients600
Clients Per Financial Advisor120
ARTESA FINANCIAL GROUP is a financial advisory firm situated in Conroe, Texas. With a nearly $93M assets under management, the firm specializes in crafting personalized retirement planning solutions for 600 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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