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.
Denton has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Denton, Texas have an average of 24 years of experience.
Glen Smith
CFP®, CRPC®
GDS Wealth Management
Qualifications
CRD# 4801922
Firm CRD# 315934
Series 66
Minimum Assets Required
$1,000,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Fee-Only, Based on Assets
George Cattat
Four Oaks Financial LLC
Qualifications
CRD# 3073307
Firm CRD# 297287
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
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, Insurance Products & Annuities.
Fee-Based, Based on Assets
Kenneth Beber
CFS, AIF®
Peak Financial, Inc.
Qualifications
CRD# 4257664
Firm CRD# 7717
Series 6, 7, 63, 66
Minimum Assets Required
Not Specified
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.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
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.
Fee-Only, Based on Assets
Qualifications
Firm CRD# 157222
Minimum Assets Required
$100,000
Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based, Based on Assets
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Quotient Wealth Partners
CPA, CFP®, CFA®
Qualifications
CRD# 4080699
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
Zach Allen
None
Disciplined Advisors Group
Qualifications
CRD# 5059261
Firm CRD# 105644
Series 7, 66
Minimum Assets Required
$10,000,000
Not Specified.
Fee-Based, Commissions, Based on Assets
Neil Krishnaswamy
CEPA®, CFP®, EA, RICP®, GFP
Krishna Wealth Planning LLC
Qualifications
CRD# 5983812
Firm CRD# 304613
Series 65
Minimum Assets Required
$100,000
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
John Kvale
CFP®, CFA®
J.K. Financial, Inc.
Qualifications
CRD# 2047457
Firm CRD# 114929
Minimum Assets Required
$1,000,000
Retirement Planning, 401K Rollovers, Financial Planning for Individuals.
Fee-Only
Qualifications
CRD# 5979802
Firm CRD# 291218
Series 65
Minimum Assets Required
$3,000,000
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.
Fee-Only
Qualifications
Firm CRD# 135281
Series 63, 65
Minimum Assets Required
Not Specified
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.
Fee-Only
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | GRUNDEN FINANCIAL ADVISORY, INC. 515 South Carroll Blvd, Denton, TX, 76201 | $348,837,512 | 896 | 5 | A Percentage of AUM, Fixed Fees |
2 | RELEVANCE CAPITAL MANAGEMENT 2556 Lillian Miller Parkway, Suite 105 Denton, TX, 76210 | $304,162,377 | 251 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | CULTIVAR CAPITAL, INC. 421 E. Hickory St., Ste. 103 Denton, TX, 76201 | $284,757,233 | 823 | 4 | A Percentage of AUM |
4 | GARNETT ADVISORS, LLC 1121 Dallas Drive, Suite 1 Denton, TX, 76205 | $212,752,153 | 7 | 2 | A Percentage of AUM |
5 | DFS ADVISORY 2220 San Jacinto Boulevard, Suite 110 Denton, TX, 76205 | $105,201,088 | 193 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 111595
Assets Under Management $348,837,512
No. Of Clients896
Clients Per Financial Advisor179
GRUNDEN FINANCIAL ADVISORY, INC. is a financial advisory firm situated in Denton, Texas. With a nearly $349M assets under management, the firm specializes in crafting personalized retirement planning solutions for 896 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 159983
Assets Under Management $304,162,377
No. Of Clients251
Clients Per Financial Advisor50
RELEVANCE CAPITAL MANAGEMENT is a financial advisory firm situated in Denton, Texas. With a nearly $304M assets under management, the firm specializes in crafting personalized retirement planning solutions for 251 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 160145
Assets Under Management $284,757,233
No. Of Clients823
Clients Per Financial Advisor206
CULTIVAR CAPITAL, INC. is a financial advisory firm situated in Denton, Texas. With a nearly $285M assets under management, the firm specializes in crafting personalized retirement planning solutions for 823 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 289930
Assets Under Management $212,752,153
No. Of Clients7
Clients Per Financial Advisor4
GARNETT ADVISORS, LLC is a financial advisory firm situated in Denton, Texas. With a nearly $213M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 324992
Assets Under Management $105,201,088
No. Of Clients193
Clients Per Financial Advisor48
DFS ADVISORY is a financial advisory firm situated in Denton, Texas. With a nearly $105M assets under management, the firm specializes in crafting personalized retirement planning solutions for 193 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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