National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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 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.

Finding the Best Retirement Planners in Dallas, Texas

Last Updated - April 12, 2024

Dallas has 17 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 280 non-vetted advisors in your local area. These retirement advisors in Dallas, Texas have an average of 20 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Dallas, Texas

advisor-photo
vector.svg VERIFIED

Nick Lalonde
CFP®
Third Act Wealth Management, LLC

Qualifications
CRD# 6355155
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$1,000,000

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo

Qualifications
Firm CRD# 135281
Series 63, 65

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

advisor-photo
vector.svg VERIFIED

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

Qualifications
CRD# 2047457
Firm CRD# 114929

Minimum Assets Required
$1,000,000

Advisory Services:

Retirement Planning, 401K Rollovers, Financial Planning for Individuals.

Compensation/Fee

Fee-Only

advisor-photo

Qualifications
CRD# 5979802
Firm CRD# 291218
Series 65

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

advisor-photo
vector.svg VERIFIED

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

advisor-photo
vector.svg VERIFIED

Quotient Wealth Partners
CPA, CFP®, CFA®

Qualifications
CRD# 4080699
Firm CRD# 326819

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

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
Firm CRD# 107342

Minimum Assets Required
$500,000

Advisory Services:

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, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

advisor-photo

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

advisor-photo
vector.svg VERIFIED

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, Based on Assets

advisor-photo
vector.svg VERIFIED

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

advisor-photo
vector.svg VERIFIED

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

advisor-photo
vector.svg VERIFIED

Neil Krishnaswamy
CEPA®, CFP®, EA, RICP®, GFP
Krishna Wealth Planning LLC

Qualifications
CRD# 5983812
Firm CRD# 304613
Series 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Based on Assets

advisor-photo
vector.svg VERIFIED

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

advisor-photo
vector.svg VERIFIED

Courtney Leffall
CFP®
LX Parker Wealth Management

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

Minimum Assets Required
$0

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

advisor-photo
vector.svg VERIFIED

Justin Hall
CFP®
Good Life Asset Strategies, LLC

Qualifications
CRD# 6599260
Firm CRD# 165613
Series 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 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

advisor-photo
vector.svg VERIFIED

Bridget E. Palmer
CRPC®
Bisdorf Palmer Private Wealth Advisors

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

Minimum Assets Required
$0

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, Commissions, Flat Fee, Based on Assets

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
NB ALTERNATIVES ADVISERS LLC
325 North Saint Paul Street, Suite 4900
Dallas, TX, 75201
$104,690,106,431765296
A Percentage of AUM, Fixed Fees, Performance Based
2
ALM FIRST FINANCIAL ADVISORS LLC
3800 Maple Avenue, Ste. 600
Dallas, TX, 75219
$74,190,547,35321221
A Percentage of AUM, Hourly charges, Fixed Fees
3
SIXTH STREET ADVISERS, LLC
2100 Mckinney Avenue, Suite 1500
Dallas, TX, 75201
$65,882,675,351127539
A Percentage of AUM, Performance Based, Other (CARRIED INTEREST)
4
BARROW HANLEY GLOBAL INVESTORS
2200 Ross Avenue, 31st Floor,
Dallas, TX, 75201-2761
$46,054,770,603255101
A Percentage of AUM, Performance Based
5
HUDSON ADVISORS
6688 North Central Expressway, Suite 1400
Dallas, TX, 75206
$43,291,172,855121297
A Percentage of AUM, Hourly charges, Fixed Fees, Other (INCENTIVE ALLOCATION; COSTS AND EXPENSES REIMBURSED)
6
LONE STAR FUNDS
6688 North Central Expressway, Suite 1600
Dallas, TX, 75206
$40,708,060,6553726
A Percentage of AUM, Other (CARRIED INTEREST)
7
AVANTAX ADVISORY SERVICES
3200 Olympus Blvd, Suite 100
Dallas, TX, 75019
$30,968,246,1161233932433
A Percentage of AUM, Fixed Fees, Other (SOLICITOR FEES)
8
HBK CAPITAL MANAGEMENT
2300 North Field Street, Suite 2200
Dallas, TX, 75201-7849
$28,457,389,00011174
A Percentage of AUM, Performance Based
9
GUIDESTONE CAPITAL MANAGEMENT
5005 Lyndon B. Johnson Freeway, Suite 2200
Dallas, TX, 75244-6152
$24,236,030,690129
A Percentage of AUM
10
HILLTOP SECURITIES ASSET MANAGEMENT, LLC
717 N. Harwood Street, Suite 3400
Dallas, TX, 75201
$21,409,909,7104835
A Percentage of AUM, Hourly charges, Fixed Fees, Other (FIXED TRANSACTION FEE BASED ON A CONTRACTUAL FEE SCHEDULE)
11
ROCKPOINT
3953 Maple Ave., Ste. 300
Dallas, TX, 75219
$16,336,510,93445115
A Percentage of AUM, Performance Based, Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES)
12
RCP ADVISORS 2, LLC
4514 Cole Avenue, Suite 1600
Dallas, TX, 75205
$15,122,835,0609375
A Percentage of AUM, Fixed Fees, Performance Based, Other (INTEREST INCOME ON INVESTORS' CONTRIBUTIONS)
13
CROW HOLDINGS CAPITAL
3819 Maple Ave,
Dallas, TX, 75219-3913
$13,812,454,00014144
A Percentage of AUM, Performance Based
14
CANYON CAPITAL ADVISORS LLC
2728 North Harwood Street, 2nd Floor
Dallas, TX, 75201
$13,669,966,00018158
A Percentage of AUM, Performance Based
15
NGP
2850 N. Harwood Street, 19th Floor,
Dallas, TX, 75201
$12,740,969,4661255
A Percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Dallas, Texas

QualificationsFirm CRD# 149822

Assets Under Management $104,690,106,431

No. Of Clients765

Clients Per Financial Advisor3

NB ALTERNATIVES ADVISERS LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $105B assets under management, the firm specializes in crafting personalized retirement planning solutions for 765 clients. The team consists of 296 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 108561

Assets Under Management $74,190,547,353

No. Of Clients212

Clients Per Financial Advisor10

ALM FIRST FINANCIAL ADVISORS LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $74B assets under management, the firm specializes in crafting personalized retirement planning solutions for 212 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 159014

Assets Under Management $65,882,675,351

No. Of Clients127

Clients Per Financial Advisor0

SIXTH STREET ADVISERS, LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $66B assets under management, the firm specializes in crafting personalized retirement planning solutions for 127 clients. The team consists of 539 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 105519

Assets Under Management $46,054,770,603

No. Of Clients255

Clients Per Financial Advisor3

BARROW HANLEY GLOBAL INVESTORS is a financial advisory firm situated in Dallas, Texas. With a nearly $46B assets under management, the firm specializes in crafting personalized retirement planning solutions for 255 clients. The team consists of 101 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 156078

Assets Under Management $43,291,172,855

No. Of Clients121

Clients Per Financial Advisor0

HUDSON ADVISORS is a financial advisory firm situated in Dallas, Texas. With a nearly $43B assets under management, the firm specializes in crafting personalized retirement planning solutions for 121 clients. The team consists of 297 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 (INCENTIVE ALLOCATION; COSTS AND EXPENSES REIMBURSED)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 160000

Assets Under Management $40,708,060,655

No. Of Clients37

Clients Per Financial Advisor1

LONE STAR FUNDS is a financial advisory firm situated in Dallas, Texas. With a nearly $41B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (CARRIED INTEREST)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 104556

Assets Under Management $30,968,246,116

No. Of Clients123393

Clients Per Financial Advisor51

AVANTAX ADVISORY SERVICES is a financial advisory firm situated in Dallas, Texas. With a nearly $31B assets under management, the firm specializes in crafting personalized retirement planning solutions for 123393 clients. The team consists of 2433 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 115079

Assets Under Management $28,457,389,000

No. Of Clients11

Clients Per Financial Advisor0

HBK CAPITAL MANAGEMENT is a financial advisory firm situated in Dallas, Texas. With a nearly $28B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 174 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
View Full Profile

QualificationsFirm CRD# 112319

Assets Under Management $24,236,030,690

No. Of Clients1

Clients Per Financial Advisor0

GUIDESTONE CAPITAL MANAGEMENT is a financial advisory firm situated in Dallas, Texas. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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

Financial Planning Services

  • Portfolio Management for Investment
View Full Profile

QualificationsFirm CRD# 110760

Assets Under Management $21,409,909,710

No. Of Clients48

Clients Per Financial Advisor1

HILLTOP SECURITIES ASSET MANAGEMENT, LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 48 clients. The team consists of 35 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 Business
View Full Profile

QualificationsFirm CRD# 156630

Assets Under Management $16,336,510,934

No. Of Clients45

Clients Per Financial Advisor0

ROCKPOINT is a financial advisory firm situated in Dallas, Texas. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 45 clients. The team consists of 115 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
View Full Profile

QualificationsFirm CRD# 289963

Assets Under Management $15,122,835,060

No. Of Clients93

Clients Per Financial Advisor1

RCP ADVISORS 2, LLC is a financial advisory firm situated in Dallas, Texas. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 93 clients. The team consists of 75 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
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 156925

Assets Under Management $13,812,454,000

No. Of Clients14

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 14 clients. The team consists of 144 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 107922

Assets Under Management $13,669,966,000

No. Of Clients18

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 18 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 160729

Assets Under Management $12,740,969,466

No. Of Clients12

Clients Per Financial Advisor0

NGP 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 12 clients. The team consists of 55 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
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

Get Matched With Planners