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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 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 Fort Worth, Texas
Last Updated - April 19, 2024Fort Worth has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 43 non-vetted advisors in your local area. These retirement advisors in Fort Worth, Texas have an average of 19 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
$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
VERIFIEDBridget 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
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, 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
VERIFIEDQuotient 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
VERIFIEDJohn 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
VERIFIED 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
VERIFIEDNick 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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIED 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
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
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
VERIFIED 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
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
VERIFIEDNeil 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
VERIFIEDCourtney 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
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 | TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102 | $134,002,200,000 | 147 | 906 | A Percentage of AUM, Other (CARRIED INTEREST) |
| 2 | TPG CAPITAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102 | $104,977,500,000 | 95 | 353 | A Percentage of AUM, Other (CARRIED INTEREST) |
| 3 | JASPER RIDGE PARTNERS, L.P. 201 Main Street, Suite 1000 Fort Worth, TX, 76102 | $33,065,750,619 | 51 | 109 | A Percentage of AUM, Fixed Fees, Performance Based, Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES) |
| 4 | LUTHER KING CAPITAL MANAGEMENT CORPORATION 301 Commerce Street, Suite 1600 Fort Worth, TX, 76102 | $26,634,916,956 | 3615 | 97 | A Percentage of AUM, Fixed Fees, Performance Based |
| 5 | CRESTLINE MANAGEMENT, L.P. 201 Main Street, Suite 1900 Fort Worth, TX, 76102-3135 | $20,824,607,947 | 123 | 203 | A Percentage of AUM, Performance Based, Other (SEE MISCELLANEOUS SECTION) |
| 6 | FIRST COMMAND ADVISORY SERVICES 1 Firstcomm Plaza, Fort Worth, TX, 76109 | $15,724,966,760 | 105424 | 1526 | A Percentage of AUM, Fixed Fees |
| 7 | TPG REAL ESTATE ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102 | $14,794,900,000 | 28 | 38 | A Percentage of AUM, Other (GENERAL PARTNER PROFITS ALLOCATION AND INCENTIVE FEES) |
| 8 | TPG RE FINANCE TRUST MANAGEMENT, L.P. 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102 | $5,545,100,000 | 1 | 19 | Fixed Fees, Other (INCENTIVE FEES) |
| 9 | TPG PEP ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102 | $4,792,200,000 | 7 | 10 | A Percentage of AUM, Other (GENERAL PARTNER PROFITS ALLOCATION) |
| 10 | CRESCENT REAL ESTATE LLC 3230 Camp Bowie Blvd, Suite 500 Fort Worth, TX, 76107 | $3,931,998,774 | 35 | 96 | A Percentage of AUM, Fixed Fees, Performance Based, Other (PROPERTY MGMT, LEASING, ASSET MGMT, DVLPMNT, OTHER RE FEES) |
| 11 | TPG SOLUTIONS ADVISORS 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102 | $3,892,500,000 | 16 | 16 | A Percentage of AUM, Other (CARRIED INTEREST) |
| 12 | HIGHPEAK ENERGY MANAGEMENT, LLC 421 West 3rd Street, Suite 1000 Fort Worth, TX, 76102 | $1,863,227,636 | 2 | 3 | Performance Based |
| 13 | TAILWIND ADVISORS 1320 S University Dr, Suite 701 Fort Worth, TX, 76107 | $1,404,000,000 | 19 | 15 | A Percentage of AUM, Performance Based |
| 14 | VORTUS INVESTMENT ADVISORS, LLC 407 Throckmorton Street, Suite 560 Fort Worth, TX, 76102 | $884,386,066 | 10 | 9 | A Percentage of AUM, Performance Based |
| 15 | ROGERS WEALTH GROUP, INC. 1330 Summit Avenue, Fort Worth, TX, 76102 | $876,332,193 | 831 | 23 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Fort Worth, Texas
QualificationsFirm CRD# 159732
Assets Under Management $134,002,200,000
No. Of Clients147
Clients Per Financial Advisor0
TPG GLOBAL ADVISORS, LLC is a financial advisory firm situated in Fort Worth, Texas. With a nearly $134B assets under management, the firm specializes in crafting personalized retirement planning solutions for 147 clients. The team consists of 906 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
QualificationsFirm CRD# 159738
Assets Under Management $104,977,500,000
No. Of Clients95
Clients Per Financial Advisor0
TPG CAPITAL ADVISORS, LLC is a financial advisory firm situated in Fort Worth, Texas. With a nearly $105B assets under management, the firm specializes in crafting personalized retirement planning solutions for 95 clients. The team consists of 353 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
QualificationsFirm CRD# 144401
Assets Under Management $33,065,750,619
No. Of Clients51
Clients Per Financial Advisor0
JASPER RIDGE PARTNERS, L.P. is a financial advisory firm situated in Fort Worth, Texas. With a nearly $33B assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 clients. The team consists of 109 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 110093
Assets Under Management $26,634,916,956
No. Of Clients3615
Clients Per Financial Advisor37
LUTHER KING CAPITAL MANAGEMENT CORPORATION is a financial advisory firm situated in Fort Worth, Texas. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3615 clients. The team consists of 97 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 Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 122711
Assets Under Management $20,824,607,947
No. Of Clients123
Clients Per Financial Advisor1
CRESTLINE MANAGEMENT, L.P. is a financial advisory firm situated in Fort Worth, Texas. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 123 clients. The team consists of 203 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
- Portfolio Management for Business
QualificationsFirm CRD# 281958
Assets Under Management $15,724,966,760
No. Of Clients105424
Clients Per Financial Advisor69
FIRST COMMAND ADVISORY SERVICES 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 105424 clients. The team consists of 1526 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
QualificationsFirm CRD# 170731
Assets Under Management $14,794,900,000
No. Of Clients28
Clients Per Financial Advisor1
TPG REAL ESTATE ADVISORS, LLC is a financial advisory firm situated in Fort Worth, Texas. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28 clients. The team consists of 38 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
QualificationsFirm CRD# 288851
Assets Under Management $5,545,100,000
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 $6B 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
QualificationsFirm CRD# 171288
Assets Under Management $4,792,200,000
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
QualificationsFirm CRD# 158397
Assets Under Management $3,931,998,774
No. Of Clients35
Clients Per Financial Advisor0
CRESCENT REAL ESTATE LLC 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 35 clients. The team consists of 96 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
QualificationsFirm CRD# 313020
Assets Under Management $3,892,500,000
No. Of Clients16
Clients Per Financial Advisor1
TPG SOLUTIONS ADVISORS 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 16 clients. The team consists of 16 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
QualificationsFirm CRD# 293928
Assets Under Management $1,863,227,636
No. Of Clients2
Clients Per Financial Advisor1
HIGHPEAK ENERGY MANAGEMENT, LLC is a financial advisory firm situated in Fort Worth, Texas. With a nearly $2B 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
QualificationsFirm CRD# 150081
Assets Under Management $1,404,000,000
No. Of Clients19
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 19 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
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 166178
Assets Under Management $884,386,066
No. Of Clients10
Clients Per Financial Advisor1
VORTUS INVESTMENT ADVISORS, LLC 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 10 clients. The team consists of 9 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
QualificationsFirm CRD# 107409
Assets Under Management $876,332,193
No. Of Clients831
Clients Per Financial Advisor36
ROGERS WEALTH GROUP, INC. is a financial advisory firm situated in Fort Worth, Texas. With a nearly $876M assets under management, the firm specializes in crafting personalized retirement planning solutions for 831 clients. The team consists of 23 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
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