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Find Retirement Advisors for Retirement Planning in Fort Worth, 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 Fort Worth, Texas
Last Updated - April 25, 2025Fort Worth has 18 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 44 non-vetted advisors in your local area. These retirement advisors in Fort Worth, Texas have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Fort Worth, Texas
VERIFIEDJustin 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
VERIFIEDMichelle Vargas
CFP®
Waymaker Financial Planning
Qualifications
CRD# 2441702
Firm CRD# 308177
Minimum Assets Required
Not Specified
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
VERIFIEDBridget E. Palmer
CRPC®, ChFC®
Palmer Wealth Group
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
VERIFIEDGeorge 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
VERIFIEDChris 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
VERIFIEDGlen 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
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
VERIFIEDQualifications
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
VERIFIEDJ.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
VERIFIEDQualifications
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
VERIFIEDCourtney 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
VERIFIEDMichelle 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
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
VERIFIEDZach 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
VERIFIEDQualifications
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDKenneth 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Fort Worth, Texas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102 | $141,927,200,000 | 158 | 1036 | A percentage of AUM, Other (CARRIED INTEREST) |
| 2 | 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102 | $112,362,200,000 | 102 | 361 | A percentage of AUM, Other (CARRIED INTEREST) |
| 3 | 201 Main Street, Suite 1000 Fort Worth, TX, 76102 | $35,297,732,645 | 54 | 115 | A percentage of AUM, Fixed fees, Performance Based, Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES) |
| 4 | 301 Commerce Street, Suite 1600 Fort Worth, TX, 76102 | $30,485,271,519 | 3742 | 101 | A percentage of AUM, Fixed fees, Performance Based |
| 5 | 201 Main Street, Suite 2100 Fort Worth, TX, 76102-3135 | $24,537,485,205 | 143 | 218 | A percentage of AUM, Performance Based, Other (SEE MISCELLANEOUS SECTION) |
| 6 | 1 Firstcomm Plaza, Fort Worth, TX, 76109 | $22,090,760,499 | 110166 | 1787 | A percentage of AUM, Fixed fees |
| 7 | 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102 | $15,788,500,000 | 32 | 44 | A percentage of AUM, Other (GENERAL PARTNER PROFITS ALLOCATION AND INCENTIVE FEES) |
| 8 | 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102 | $5,019,900,000 | 7 | 10 | A percentage of AUM, Other (GENERAL PARTNER PROFITS ALLOCATION) |
| 9 | 3230 Camp Bowie Blvd, Suite 500 Fort Worth, TX, 76107 | $4,667,010,550 | 37 | 99 | A percentage of AUM, Fixed fees, Performance Based, Other (PROPERTY MGMT, LEASING, ASSET MGMT, DVLPMNT, OTHER RE FEES) |
| 10 | 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102 | $4,542,300,000 | 16 | 48 | A percentage of AUM, Other (CARRIED INTEREST) |
| 11 | 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102 | $4,214,300,000 | 1 | 19 | Fixed fees, Other (INCENTIVE FEES) |
| 12 | 1320 S University Dr, Suite 701 Fort Worth, TX, 76107 | $1,453,024,000 | 22 | 15 | A percentage of AUM, Performance Based |
| 13 | 421 West 3rd Street, Suite 1000 Fort Worth, TX, 76102 | $1,204,609,365 | 2 | 3 | Performance Based |
| 14 | 301 Commerce Street, Suite 1430 Fort Worth, TX, 76102 | $884,051,795 | 130 | 5 | A percentage of AUM, Hourly charges |
| 15 | 640 Taylor Street, Suite 2200, Suite 2200 Fort Worth, TX, 76102 | $872,673,363 | 2307 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Fort Worth, Texas
QualificationsFirm CRD# 159732
Assets Under Management $141,927,200,000
No. Of Clients158
Clients Per Financial Advisor0
TPG GLOBAL ADVISORS, LLC is a financial advisory firm situated in Fort Worth, Texas. With a nearly $142B assets under management, the firm specializes in crafting personalized retirement planning solutions for 158 clients. The team consists of 1036 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 vehicles
QualificationsFirm CRD# 159738
Assets Under Management $112,362,200,000
No. Of Clients102
Clients Per Financial Advisor0
TPG CAPITAL ADVISORS, LLC is a financial advisory firm situated in Fort Worth, Texas. With a nearly $112B assets under management, the firm specializes in crafting personalized retirement planning solutions for 102 clients. The team consists of 361 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 vehicles
QualificationsFirm CRD# 144401
Assets Under Management $35,297,732,645
No. Of Clients54
Clients Per Financial Advisor0
JASPER RIDGE PARTNERS, L.P. is a financial advisory firm situated in Fort Worth, Texas. With a nearly $35B assets under management, the firm specializes in crafting personalized retirement planning solutions for 54 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
- Fixed fees
- Performance Based
- Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES)
Financial Planning Services
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (PORTFOLIO MANAGEMENT FOR PRIVATE INVESTMENT VEHICLES)
QualificationsFirm CRD# 110093
Assets Under Management $30,485,271,519
No. Of Clients3742
Clients Per Financial Advisor37
LUTHER KING CAPITAL MANAGEMENT CORPORATION is a financial advisory firm situated in Fort Worth, Texas. With a nearly $30B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3742 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
- Fixed fees
- Performance Based
Financial Planning Services
- 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
- Other (INVESTMENT CONSULTING SERVICES/NON-DISCRETIONARY INVESTMENT ADVICE)
QualificationsFirm CRD# 122711
Assets Under Management $24,537,485,205
No. Of Clients143
Clients Per Financial Advisor1
CRESTLINE MANAGEMENT, L.P. is a financial advisory firm situated in Fort Worth, Texas. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 143 clients. The team consists of 218 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE MISCELLANEOUS SECTION)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 281958
Assets Under Management $22,090,760,499
No. Of Clients110166
Clients Per Financial Advisor62
FIRST COMMAND ADVISORY SERVICES is a financial advisory firm situated in Fort Worth, Texas. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 110166 clients. The team consists of 1787 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 170731
Assets Under Management $15,788,500,000
No. Of Clients32
Clients Per Financial Advisor1
TPG REAL ESTATE ADVISORS, LLC is a financial advisory firm situated in Fort Worth, Texas. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 32 clients. The team consists of 44 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (GENERAL PARTNER PROFITS ALLOCATION AND INCENTIVE FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 171288
Assets Under Management $5,019,900,000
No. Of Clients7
Clients Per Financial Advisor1
TPG PEP ADVISORS, LLC is a financial advisory firm situated in Fort Worth, Texas. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (GENERAL PARTNER PROFITS ALLOCATION)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 158397
Assets Under Management $4,667,010,550
No. Of Clients37
Clients Per Financial Advisor0
CRESCENT REAL ESTATE LLC is a financial advisory firm situated in Fort Worth, Texas. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 99 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 (PROPERTY MGMT
- LEASING
- ASSET MGMT
- DVLPMNT
- OTHER RE FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 313020
Assets Under Management $4,542,300,000
No. Of Clients16
Clients Per Financial Advisor0
TPG SOLUTIONS ADVISORS is a financial advisory firm situated in Fort Worth, Texas. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 48 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 vehicles
QualificationsFirm CRD# 288851
Assets Under Management $4,214,300,000
No. Of Clients1
Clients Per Financial Advisor0
TPG RE FINANCE TRUST MANAGEMENT, L.P. is a financial advisory firm situated in Fort Worth, Texas. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed fees
- Other (INCENTIVE FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 150081
Assets Under Management $1,453,024,000
No. Of Clients22
Clients Per Financial Advisor1
TAILWIND ADVISORS is a financial advisory firm situated in Fort Worth, Texas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22 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
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 293928
Assets Under Management $1,204,609,365
No. Of Clients2
Clients Per Financial Advisor1
HIGHPEAK ENERGY MANAGEMENT, LLC is a financial advisory firm situated in Fort Worth, Texas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 117863
Assets Under Management $884,051,795
No. Of Clients130
Clients Per Financial Advisor26
HOLT CAPITAL PARTNERS, L.P. is a financial advisory firm situated in Fort Worth, Texas. With a nearly $884M assets under management, the firm specializes in crafting personalized retirement planning solutions for 130 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 145467
Assets Under Management $872,673,363
No. Of Clients2307
Clients Per Financial Advisor192
WPWEALTH LLP is a financial advisory firm situated in Fort Worth, Texas. With a nearly $873M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2307 clients. The team consists of 12 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Publication of periodicals and newsletters
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Looking for more choices? Use our free match service to compare retirement planners serving your area.