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 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.
Friendswood has 6 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 Friendswood, Texas have an average of 22 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Doug Gibson
LUTCF®
SMART Group Houston
Qualifications
CRD# 5626771
Firm CRD# 29087
Series 6, 7, 63, 66
Minimum Assets Required
$250,000
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Jeff Rhame
CFP®
Rhame & Gorrell Wealth Management
Qualifications
CRD# 2516452
Firm CRD# 283027
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-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 211 West Edgewood, Suite 300 Friendswood, TX, 77546 | $399,218,297 | 1294 | 13 | A percentage of AUM, Hourly charges |
2 | 161 W Shadowbend Avenue, Suite 101 Friendswood, TX, 77546 | $228,789,532 | 975 | 6 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 157450
Assets Under Management $399,218,297
No. Of Clients1294
Clients Per Financial Advisor100
LIFESTYLE ASSET MANAGEMENT, INC. is a financial advisory firm situated in Friendswood, Texas. With a nearly $399M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1294 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 327332
Assets Under Management $228,789,532
No. Of Clients975
Clients Per Financial Advisor163
TEXAS FAMILY WEALTH, LLC is a financial advisory firm situated in Friendswood, Texas. With a nearly $229M assets under management, the firm specializes in crafting personalized retirement planning solutions for 975 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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