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Find Retirement Advisors for Retirement Planning in El Paso, Texas

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Top 4 Retirement Planning firms in El Paso, Texas (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	LAUTERBACH FINANCIAL ADVISORS, LLC 4130 Rio Bravo Street, El Paso, TX, 79902	$485,940,617	987	7	A Percentage of AUM, Hourly charges, Fixed Fees
2	VIRTUS FAMILY OFFICE 500 West Overland, Suite 250-Q El Paso, TX, 79901	$344,698,590	181	4	A Percentage of AUM, Fixed Fees, Other (% NET WORTH; % BUSINESS PLANNING PROJECT)
3	JOSEPH ADVISORY 601 N. Mesa St., Floor 19 El Paso, TX, 79901	$125,000,000	4	1	A Percentage of AUM, Performance Based
4	GAVLTD INTERNATIONAL CORPORATION 5731- A Cromo Drive, El Paso, TX, 79912	$26,763,336	8	2	A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in El Paso, Texas

LAUTERBACH FINANCIAL ADVISORS, LLC

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QualificationsFirm CRD# 114431

Assets Under Management $485,940,617

No. Of Clients987

Clients Per Financial Advisor141

LAUTERBACH FINANCIAL ADVISORS, LLC is a financial advisory firm situated in El Paso, Texas. With a nearly $486M assets under management, the firm specializes in crafting personalized retirement planning solutions for 987 clients. The team consists of 7 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
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

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VIRTUS FAMILY OFFICE

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QualificationsFirm CRD# 298272

Assets Under Management $344,698,590

No. Of Clients181

Clients Per Financial Advisor45

VIRTUS FAMILY OFFICE is a financial advisory firm situated in El Paso, Texas. With a nearly $345M assets under management, the firm specializes in crafting personalized retirement planning solutions for 181 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Fixed Fees
Other (% NET WORTH; % BUSINESS PLANNING PROJECT)

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

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JOSEPH ADVISORY

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QualificationsFirm CRD# 324475

Assets Under Management $125,000,000

No. Of Clients4

Clients Per Financial Advisor4

JOSEPH ADVISORY is a financial advisory firm situated in El Paso, Texas. With a nearly $125M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 1 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

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GAVLTD INTERNATIONAL CORPORATION

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QualificationsFirm CRD# 314687

Assets Under Management $26,763,336

No. Of Clients8

Clients Per Financial Advisor4

GAVLTD INTERNATIONAL CORPORATION is a financial advisory firm situated in El Paso, Texas. With a nearly $27M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 2 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

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Retirement Planners Near You

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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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