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Find Retirement Advisors for Retirement Planning in Dallas, 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 Dallas, Texas

Last Updated - April 24, 2025

Dallas has 18 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 290 non-vetted advisors in your local area. These retirement advisors in Dallas, Texas have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Dallas, Texas

advisor
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Courtney Leffall
CFP®
LX Parker Wealth Management

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

Minimum Assets Required
$500,000

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, Hourly, Commissions, Flat Fee, Based on Assets

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advisor
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Michelle Connell
CFA®
Portia Capital Management, LLC

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

Minimum Assets Required
$0

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

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advisor

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

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, Estate Planning & Trusts

Compensation/Fee

Fee-Only

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

Qualifications
CRD# 2047457
Firm CRD# 114929

Minimum Assets Required
$1,000,000

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

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advisor

Qualifications
CRD# 5979802
Firm CRD# 291218

Minimum Assets Required
$3,000,000

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, Estate Planning & Trusts

Compensation/Fee

Fee-Only

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

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

Minimum Assets Required
$50,000

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, Commissions, Based on Assets

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Zach Allen
None
Disciplined Advisors Group

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

Minimum Assets Required
$10,000,000

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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advisor
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360 Wealth Planners
CFP®

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

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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advisor
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Chris McNeal
CFS
Premier Investments & Wealth Management

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

Minimum Assets Required
$0

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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advisor

Qualifications
Firm CRD# 157222

Minimum Assets Required
$100,000

Advisory Services:

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

Compensation/Fee

Fee-Based, Based on Assets

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Demond Dawkins
AAMS®
LPL Financial LLC

Qualifications
CRD# 6755866
Firm CRD# 4376904
Series 6, 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money 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, Commissions, Based on Assets

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George Cattat
Four Oaks Financial LLC

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

Minimum Assets Required
$100,000

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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advisor
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Glen Smith
CFP®, CRPC®
GDS Wealth Management

Qualifications
CRD# 4801922
Firm CRD# 315934
Series 66

Minimum Assets Required
$1,000,000

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

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

Minimum Assets Required
Not Specified

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, Commissions, Flat Fee, Based on Assets

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advisor
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Jeffrey M. Garton
JMG Wealth Management

Qualifications
CRD# 2645788
Firm CRD# 3870
Series 6, 63, 65

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based

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advisor
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Justin Hall
CFP®
Good Life Asset Strategies, LLC

Qualifications
CRD# 6599260
Firm CRD# 165613
Series 65

Minimum Assets Required
$200,000

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

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

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advisor

Qualifications
CRD# 6656223
Firm CRD# 173563

Minimum Assets Required
$0

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

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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Top 15 Retirement Planning firms in Dallas, Texas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

325 North Saint Paul Street, Suite 4900
Dallas, TX, 75201
$118,041,119,970827319
A percentage of AUM, Fixed fees, Performance Based
2

2100 Mckinney Avenue, Suite 1500
Dallas, TX, 75201
$70,981,471,684133633
A percentage of AUM, Performance Based, Other (CARRIED INTEREST)
3

3800 Maple Avenue, Ste. 600
Dallas, TX, 75219
$68,653,923,26221721
A percentage of AUM, Fixed fees
4

2200 Ross Avenue, 31st Floor,
Dallas, TX, 75201-2761
$49,869,329,873268100
A percentage of AUM, Performance Based
5

3200 Olympus Blvd, Suite 100
Dallas, TX, 75019
$41,695,726,7221315342478
A percentage of AUM, Fixed fees, Other (SOLICITOR FEES)
6

6688 North Central Expressway, Suite 1400
Dallas, TX, 75206
$36,791,155,843113302
Other (SEE ADV 2A, SECTION 5: FEES & COMPENSATION)
7

6688 North Central Expressway, Suite 1600
Dallas, TX, 75206
$36,159,474,9573725
Other (SEE ADV 2A, SECTION 5A: FEES & COMPENSATION)
8

5005 Lyndon B. Johnson Freeway, Suite 2200
Dallas, TX, 75244-6152
$27,426,543,9212732
A percentage of AUM
9

717 N. Harwood Street, Suite 3400
Dallas, TX, 75201
$27,229,315,5025129
A percentage of AUM, Hourly charges, Fixed fees, Other (FIXED TRANSACTION FEE BASED ON A CONTRACTUAL FEE SCHEDULE)
10

2300 North Field Street, Suite 2200
Dallas, TX, 75201-7849
$20,308,069,0009193
A percentage of AUM, Performance Based
11

4514 Cole Avenue, Suite 1600
Dallas, TX, 75205
$17,523,013,19310286
A percentage of AUM, Fixed fees, Performance Based, Other (INTEREST INCOME ON INVESTORS' CONTRIBUTIONS)
12

3819 Maple Ave,
Dallas, TX, 75219-3913
$13,970,302,96217152
A percentage of AUM, Performance Based
13

2728 North Harwood Street, 2nd Floor
Dallas, TX, 75201
$13,647,142,00020158
A percentage of AUM, Performance Based
14

3953 Maple Ave., Ste. 300
Dallas, TX, 75219
$13,518,683,55339113
A percentage of AUM, Performance Based, Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES)
15

200 Crescent Court, Suite 1175
Dallas, TX, 75201-1834
$12,916,804,7623018
A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Dallas, Texas

QualificationsFirm CRD# 149822

Assets Under Management $118,041,119,970

No. Of Clients827

Clients Per Financial Advisor3

NB ALTERNATIVES ADVISERS LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $118B assets under management, the firm specializes in crafting personalized retirement planning solutions for 827 clients. The team consists of 319 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 159014

Assets Under Management $70,981,471,684

No. Of Clients133

Clients Per Financial Advisor0

SIXTH STREET ADVISERS, LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $71B assets under management, the firm specializes in crafting personalized retirement planning solutions for 133 clients. The team consists of 633 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (CARRIED INTEREST)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 108561

Assets Under Management $68,653,923,262

No. Of Clients217

Clients Per Financial Advisor10

ALM FIRST FINANCIAL ADVISORS LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $69B assets under management, the firm specializes in crafting personalized retirement planning solutions for 217 clients. The team consists of 21 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

  • Portfolio management for businesses or institutional clients
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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QualificationsFirm CRD# 105519

Assets Under Management $49,869,329,873

No. Of Clients268

Clients Per Financial Advisor3

BARROW HANLEY GLOBAL INVESTORS is a financial advisory firm situated in Dallas, Texas. With a nearly $50B assets under management, the firm specializes in crafting personalized retirement planning solutions for 268 clients. The team consists of 100 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 104556

Assets Under Management $41,695,726,722

No. Of Clients131534

Clients Per Financial Advisor53

AVANTAX ADVISORY SERVICES is a financial advisory firm situated in Dallas, Texas. With a nearly $42B assets under management, the firm specializes in crafting personalized retirement planning solutions for 131534 clients. The team consists of 2478 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (SOLICITOR 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 (SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS)
View Full Profile

QualificationsFirm CRD# 156078

Assets Under Management $36,791,155,843

No. Of Clients113

Clients Per Financial Advisor0

HUDSON ADVISORS is a financial advisory firm situated in Dallas, Texas. With a nearly $37B assets under management, the firm specializes in crafting personalized retirement planning solutions for 113 clients. The team consists of 302 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Other (SEE ADV 2A
  • SECTION 5: FEES & COMPENSATION)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 160000

Assets Under Management $36,159,474,957

No. Of Clients37

Clients Per Financial Advisor1

LONE STAR FUNDS is a financial advisory firm situated in Dallas, Texas. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Other (SEE ADV 2A
  • SECTION 5A: FEES & COMPENSATION)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 112319

Assets Under Management $27,426,543,921

No. Of Clients27

Clients Per Financial Advisor1

GUIDESTONE CAPITAL MANAGEMENT is a financial advisory firm situated in Dallas, Texas. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 32 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 investment companies
  • Other (PROVIDE ASSET ALLOCATION MODELS AND INVESTMENT RESEARCH TO AN AFFILIATED ADVISER)
View Full Profile

QualificationsFirm CRD# 110760

Assets Under Management $27,229,315,502

No. Of Clients51

Clients Per Financial Advisor2

HILLTOP SECURITIES ASSET MANAGEMENT, LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (FIXED TRANSACTION FEE BASED ON A CONTRACTUAL FEE SCHEDULE)

Financial Planning Services

  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops
  • Other (INVESTMENT POLICY REVIEW; PORTFOLIO REVIEW; BIDDING AGENT SRVCS AND ARBITRAGE, REBATE)
View Full Profile

QualificationsFirm CRD# 115079

Assets Under Management $20,308,069,000

No. Of Clients9

Clients Per Financial Advisor0

HBK CAPITAL MANAGEMENT is a financial advisory firm situated in Dallas, Texas. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 193 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 289963

Assets Under Management $17,523,013,193

No. Of Clients102

Clients Per Financial Advisor1

RCP ADVISORS 2, LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 102 clients. The team consists of 86 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based
  • Other (INTEREST INCOME ON INVESTORS' CONTRIBUTIONS)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 156925

Assets Under Management $13,970,302,962

No. Of Clients17

Clients Per Financial Advisor0

CROW HOLDINGS CAPITAL is a financial advisory firm situated in Dallas, Texas. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 152 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 107922

Assets Under Management $13,647,142,000

No. Of Clients20

Clients Per Financial Advisor0

CANYON CAPITAL ADVISORS LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 158 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 156630

Assets Under Management $13,518,683,553

No. Of Clients39

Clients Per Financial Advisor0

ROCKPOINT is a financial advisory firm situated in Dallas, Texas. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 39 clients. The team consists of 113 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 281328

Assets Under Management $12,916,804,762

No. Of Clients30

Clients Per Financial Advisor2

TRINITAS CAPITAL MANAGEMENT is a financial advisory firm situated in Dallas, Texas. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

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