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Find Retirement Advisors for Retirement Planning in Coppell, Texas

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 Coppell, Texas

Last Updated - April 25, 2025

Coppell has 17 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 Coppell, Texas have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Coppell, Texas

VERIFIED

Chris McNeal
CFS
Premier Investments & Wealth Management

Qualifications
CRD# 5440343
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
$0

Address

5601 Executive Dr Suite 500,
Irving, TX 75038 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

George Cattat
Four Oaks Financial LLC

Qualifications
CRD# 3073307
Firm CRD# 297287
Series 6, 7, 63, 65

Minimum Assets Required
$100,000

Address

180 State Street, Suite 225,
Southlake, TX 76092 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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Based on Assets

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VERIFIED

Glen Smith
CFP^®, CRPC^®
GDS Wealth Management

Qualifications
CRD# 4801922
Firm CRD# 315934
Series 66

Minimum Assets Required
$1,000,000

Address

2910 Lakeside Village Blvd,
Flower Mound, TX 75022 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Financial Reserve

Qualifications
CRD# 5405451
Firm CRD# 39543
Series 7, 24, 66

Minimum Assets Required
$50,000

Address

4100 Alpha Road Suite 464,
Dallas, TX 75244 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Find An Advisor

VERIFIED

Zach Allen
None
Disciplined Advisors Group

Qualifications
CRD# 5059261
Firm CRD# 105644
Series 7, 66

Minimum Assets Required
$10,000,000

Address

17177 Preston Road,
Suite 360,
Dallas, TX 75248 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Find An Advisor

VERIFIED

360 Wealth Planners
CFP^®

Qualifications
Firm CRD# 164109
Series 7, 63, 65, 66

Minimum Assets Required
Not Specified

Address

15110 Dallas Parkway,
Suite 500,
Dallas, TX 75248 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Find An Advisor

VERIFIED

Retirement Planners of America

Qualifications
Firm CRD# 157222

Minimum Assets Required
$100,000

Address

2820 Dallas Parkway,
Plano, TX 75093 See Details

Advisory Services:

Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts

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

13727 Noel Road Tower 2,
Suite 1075,
Dallas, TX 75240 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

J.K. Financial, Inc. John Kvale
CFP^®, CFA^®
J.K. Financial, Inc.

Qualifications
CRD# 2047457
Firm CRD# 114929

Minimum Assets Required
$1,000,000

Address

8222 Douglas Avenue,
Suite 590,
Dallas, TX 75225 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts

Compensation/Fee

Fee-Only

Find An Advisor

VERIFIED

Ascent Capital Partners

Qualifications
CRD# 5979802
Firm CRD# 291218

Minimum Assets Required
$3,000,000

Address

5956 Sherry Lane, 20th Floor,
Dallas, TX 75225 See Details

Advisory Services:

Compensation/Fee

Fee-Only

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VERIFIED

Courtney Leffall
CFP^®
LX Parker Wealth Management

Qualifications
CRD# 5211412
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$500,000

Address

8080 N Central Expressway,
Suite 1700,
Dallas, TX 75206 See Details

Advisory Services:

Compensation/Fee

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

Find An Advisor

VERIFIED

Michelle Connell
CFA^®
Portia Capital Management, LLC

Qualifications
CRD# 2526305
Firm CRD# 286662
Series 65, 66

Minimum Assets Required
$0

Address

Serving Dallas-Fort Worth Metro Area,
Dallas, TX 75206 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Dash Investments

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

Address

4849 Greenville Avenue,
Ste 100,
Dallas, TX 75206 See Details

Advisory Services:

Compensation/Fee

Fee-Only

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VERIFIED

Kenneth Beber
CFS, AIF^®
Peak Financial, Inc.

Qualifications
CRD# 4257664
Firm CRD# 7717
Series 6, 7, 63, 66

Minimum Assets Required
Not Specified

Address

6160 Warren Parkway,
Suite 100,
Frisco, TX 75034 See Details

Advisory Services:

Compensation/Fee

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

Find An Advisor

VERIFIED

Bridget E. Palmer
CRPC^®, ChFC^®
Palmer Wealth Group

Qualifications
CRD# 6411450
Firm CRD# 8032
Series 7, 66

Minimum Assets Required
$0

Address

201 American Concourse, Suite 310,
Fort Worth, TX 76106 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Justin Hall
CFP^®
Good Life Asset Strategies, LLC

Qualifications
CRD# 6599260
Firm CRD# 165613
Series 65

Minimum Assets Required
$200,000

Address

1401 Jones Street,
Suite 210,
Fort Worth, TX 76102 See Details

Advisory Services:

Compensation/Fee

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

Find An Advisor

VERIFIED

BentOak Capital

Qualifications
CRD# 6656223
Firm CRD# 173563

Minimum Assets Required
$0

Address

201 Fort Worth Hwy,
Weatherford, TX 76086 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	735 Plaza Blvd., Suite 100 Coppell, TX, 75019	$1,871,206,331	852	24	A percentage of AUM, Fixed fees
2	779 W Main Street, Coppell, TX, 75019	$694,603,429	2830	3	A percentage of AUM
3	743 W. Main Street, Coppell, TX, 75019	$245,070,299	471	3	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Coppell, Texas

CFO4LIFE

Find an Advisor

QualificationsFirm CRD# 287600

Assets Under Management $1,871,206,331

No. Of Clients852

Clients Per Financial Advisor36

CFO4LIFE is a financial advisory firm situated in Coppell, Texas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 852 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (CASH MANAGEMENT SOLUTIONS)

View Full Profile

MAIN STREET RETIREMENT PLANNING, LLC

Find an Advisor

QualificationsFirm CRD# 313051

Assets Under Management $694,603,429

No. Of Clients2830

Clients Per Financial Advisor943

MAIN STREET RETIREMENT PLANNING, LLC is a financial advisory firm situated in Coppell, Texas. With a nearly $695M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2830 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses

View Full Profile

OPTIMUS CAPITAL ADVISORS, LLC

Find an Advisor

QualificationsFirm CRD# 147500

Assets Under Management $245,070,299

No. Of Clients471

Clients Per Financial Advisor157

OPTIMUS CAPITAL ADVISORS, LLC is a financial advisory firm situated in Coppell, Texas. With a nearly $245M assets under management, the firm specializes in crafting personalized retirement planning solutions for 471 clients. The team consists of 3 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
Portfolio management for businesses or institutional clients

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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