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Find Retirement Advisors for Retirement Planning in Frisco, 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 Frisco, Texas

Last Updated - April 25, 2025

Frisco has 18 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Frisco, Texas have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Frisco, Texas

advisor
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Kenneth 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

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advisor
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Jeffrey M. Garton
JMG Wealth Management

Qualifications
CRD# 2645788
Firm CRD# 3870
Series 6, 63, 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 Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based

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advisor

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

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advisor
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Zach 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

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advisor
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360 Wealth Planners
CFP®

Qualifications
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

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advisor

Qualifications
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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Demond Dawkins
AAMS®
LPL Financial LLC

Qualifications
CRD# 6755866
Firm CRD# 4376904
Series 6, 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, 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, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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advisor
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J.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

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advisor
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Glen 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

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advisor

Qualifications
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

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advisor
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Chris 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

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advisor
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Courtney 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

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advisor
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Michelle 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

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advisor

Qualifications
Firm CRD# 135281

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

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advisor
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George 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

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advisor
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Justin 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

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advisor

Qualifications
CRD# 6656223
Firm CRD# 173563

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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Top 9 Retirement Planning firms in Frisco, Texas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

17 Cowboys Way, Ste 250
Frisco, TX, 75034
$3,602,257,580683213
A percentage of AUM
2

17 Cowboys Way, Suite 300,
Frisco, TX, 75034
$3,544,679,3059075283
A percentage of AUM, Hourly charges, Fixed fees
3

2600 Network Blvd, Suite 300
Frisco, TX, 75034
$769,712,875148516
A percentage of AUM, Fixed fees
4

One Cowboys Way, Suite 190
Frisco, TX, 75034
$767,400,1921619
Performance Based, Other (REIMBURSEMENT FOR OPERATING,OVERHEAD,AND OTHER SERVICES EXPENSES)
5

6136 Frisco Square Blvd., Ste 400
Frisco, TX, 75034
$227,392,88324
A percentage of AUM
6

6160 Warren Parkway, Suite 100
Frisco, TX, 75034
$145,300,0924638
A percentage of AUM, Hourly charges, Fixed fees
7

6160 Warren Parkway, Suite 100
Frisco, TX, 75034
$119,472,2771231
A percentage of AUM
8

7000 Parkwood Blvd., Suite G300
Frisco, TX, 75034
$116,576,0414583
A percentage of AUM, Fixed fees
9

5899 Preston Rd, Ste. 1103
Frisco, TX, 75034
$114,156,2124683
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Frisco, Texas

QualificationsFirm CRD# 139713

Assets Under Management $3,602,257,580

No. Of Clients6832

Clients Per Financial Advisor526

TECTONIC ADVISORS LLC is a financial advisory firm situated in Frisco, Texas. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6832 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

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
  • Other (RESEARCH AND DUE DILIGENCE FOR OTHER INVESTMENT ADVISORS)
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QualificationsFirm CRD# 111521

Assets Under Management $3,544,679,305

No. Of Clients9075

Clients Per Financial Advisor32

CAIN, WATTERS & ASSOCIATES, LLC is a financial advisory firm situated in Frisco, Texas. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9075 clients. The team consists of 283 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
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 151490

Assets Under Management $769,712,875

No. Of Clients1485

Clients Per Financial Advisor93

QUADCAP WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Frisco, Texas. With a nearly $770M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1485 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
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QualificationsFirm CRD# 298964

Assets Under Management $767,400,192

No. Of Clients16

Clients Per Financial Advisor1

BSIP SLP GP, LLC is a financial advisory firm situated in Frisco, Texas. With a nearly $767M assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Performance Based
  • Other (REIMBURSEMENT FOR OPERATING
  • OVERHEAD
  • AND OTHER SERVICES EXPENSES)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 173690

Assets Under Management $227,392,883

No. Of Clients2

Clients Per Financial Advisor1

STF MANAGEMENT LP is a financial advisory firm situated in Frisco, Texas. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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

Financial Planning Services

  • Portfolio management for investment companies
  • Selection for other advisors
  • Market timing services
  • Education seminars/workshops
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QualificationsFirm CRD# 281593

Assets Under Management $145,300,092

No. Of Clients463

Clients Per Financial Advisor58

KINGSTONE CAPITAL PARTNERS TEXAS, LLC is a financial advisory firm situated in Frisco, Texas. With a nearly $145M assets under management, the firm specializes in crafting personalized retirement planning solutions for 463 clients. The team consists of 8 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
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 146775

Assets Under Management $119,472,277

No. Of Clients123

Clients Per Financial Advisor123

STONEBRIDGE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Frisco, Texas. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 123 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

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
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QualificationsFirm CRD# 285079

Assets Under Management $116,576,041

No. Of Clients458

Clients Per Financial Advisor153

WAVE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Frisco, Texas. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 458 clients. The team consists of 3 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
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 291747

Assets Under Management $114,156,212

No. Of Clients468

Clients Per Financial Advisor156

BRINDLE & BAY FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Frisco, Texas. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 468 clients. The team consists of 3 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
View Full Profile

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