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Find Retirement Advisors for Retirement Planning in Flower Mound, 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 Flower Mound, Texas

Last Updated - September 5, 2024

Flower Mound has 18 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Flower Mound, Texas have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in Flower Mound, Texas

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

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, Based on Assets

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VERIFIED

Quotient Wealth Partners

Qualifications
CRD# 4080699
Firm CRD# 326819

Minimum Assets Required
$500,000

Address

222 W Las Colinas Blvd,
Irving, TX 75039 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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VERIFIED

Allworth Financial

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Address

15725 Dallas Parkway, Suite 220,
Addison, TX 75001 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based

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VERIFIED

Bridget E. Palmer
CRPC^®
Bisdorf Palmer Private Wealth Advisors

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

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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

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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

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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

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VERIFIED

Stephen Koessl
J&S Partners Inc.

Qualifications
CRD# 2537590
Firm CRD# 6413
Series 7, 9, 10, 63, 65, 66

Minimum Assets Required
Not Specified

Address

4262 Birdseye Lane,
Frisco, TX 75034 See Details

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, 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

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

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VERIFIED

Patrick Strodtman
Edelman Financial Engines, LLC

Qualifications
CRD# 6569476
Firm CRD# 104510
Series 66

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-Based

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VERIFIED

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:

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

Compensation/Fee

Fee-Only

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VERIFIED

Michelle Vargas
CFP^®
Waymaker Financial Planning

Qualifications
CRD# 2441702
Firm CRD# 308177

Minimum Assets Required
Not Specified

Address

1751 River Run Suite 200,
Fort Worth, TX 76107 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.

Compensation/Fee

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

Find An Advisor

VERIFIED

Nick Lalonde
CFP^®
Third Act Wealth Management, LLC

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

Minimum Assets Required
$1,000,000

Address

8150 N Central Expy Ste 1420,
Dallas, TX 75206 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Dash Investments

Qualifications
Firm CRD# 135281
Series 63, 65

Minimum Assets Required
Not Specified

Address

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

Advisory Services:

Compensation/Fee

Fee-Only

Find An Advisor

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

Address

5900 S Lake Forest Dr Suite 300,
McKinney, TX 75070 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Jeffrey M. Garton
JMG Wealth Management

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

Minimum Assets Required
$250,000

Address

6401 Eldorado Pkwy.,
#226,
McKinney, TX 75070 See Details

Advisory Services:

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Courtney Leffall
CFP^®
LX Parker Wealth Management

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

Minimum Assets Required
$0

Address

300 East Davis Street,
Suite 112,
McKinney, TX 75069 See Details

Advisory Services:

Compensation/Fee

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

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Top 2 Retirement Planning firms in Flower Mound, Texas (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	GDS WEALTH MANAGEMENT 2910 Lakeside Village Blvd, Flower Mound, TX, 75022	$643,804,196	2209	15	A Percentage of AUM
2	RIVERCHASE WEALTH MANAGEMENT, LLC 3419 Cross Timbers Road, Suite 105 Flower Mound, TX, 75028	$105,552,374	364	4	A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Flower Mound, Texas

GDS WEALTH MANAGEMENT

Find an Advisor

QualificationsFirm CRD# 315934

Assets Under Management $643,804,196

No. Of Clients2209

Clients Per Financial Advisor147

GDS WEALTH MANAGEMENT is a financial advisory firm situated in Flower Mound, Texas. With a nearly $644M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2209 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM

Financial Planning Services

Financial Planning
Portfolio Management for Individuals

View Full Profile

RIVERCHASE WEALTH MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 156950

Assets Under Management $105,552,374

No. Of Clients364

Clients Per Financial Advisor91

RIVERCHASE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Flower Mound, Texas. With a nearly $106M assets under management, the firm specializes in crafting personalized retirement planning solutions for 364 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

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Selection of Other Advisors

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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