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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 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 Frisco, Texas

Last Updated - April 7, 2024

Frisco has 14 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 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-photo
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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

advisor-photo
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Neil 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

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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

advisor-photo

Qualifications
Firm CRD# 107342

Minimum Assets Required
$500,000

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

advisor-photo

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

advisor-photo
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Courtney 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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

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

Compensation/Fee

Fee-Based

advisor-photo
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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

advisor-photo
vector.svg VERIFIED

John 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

advisor-photo
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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

advisor-photo
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Quotient 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

advisor-photo
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Nick 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

advisor-photo

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

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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, Based on Assets

Top 7 Retirement Planning firms in Frisco, Texas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CAIN, WATTERS & ASSOCIATES, LLC
17 Cowboys Way, Suite 300,
Frisco, TX, 75034
$2,664,713,5617784265
A Percentage of AUM, Hourly charges, Fixed Fees
2
TECTONIC ADVISORS LLC
17 Cowboys Way, Ste 250
Frisco, TX, 75034
$2,638,413,654575113
A Percentage of AUM
3
QUADCAP WEALTH MANAGEMENT, LLC
7790 Main Street,
Frisco, TX, 75033-4562
$638,622,955148512
A Percentage of AUM, Fixed Fees
4
BSIP SLP GP, LLC
One Cowboys Way, Suite 190
Frisco, TX, 75034
$337,283,5051217
Performance Based, Other (REIMBURSEMENT FOR OPERATING,OVERHEAD,AND OTHER SERVICES EXPENSES)
5
STF MANAGEMENT LP
6136 Frisco Square Blvd., Ste 400
Frisco, TX, 75034
$141,377,28525
A Percentage of AUM
6
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
6160 Warren Parkway, Suite 100
Frisco, TX, 75034
$125,479,61646210
A Percentage of AUM, Hourly charges, Fixed Fees
7
STONEBRIDGE WEALTH MANAGEMENT, LLC
6160 Warren Parkway, Suite 100
Frisco, TX, 75034
$113,259,2521231
A Percentage of AUM

Information on Top Retirement Planning firms in Frisco, Texas

QualificationsFirm CRD# 111521

Assets Under Management $2,664,713,561

No. Of Clients7784

Clients Per Financial Advisor29

CAIN, WATTERS & ASSOCIATES, LLC is a financial advisory firm situated in Frisco, Texas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7784 clients. The team consists of 265 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 139713

Assets Under Management $2,638,413,654

No. Of Clients5751

Clients Per Financial Advisor442

TECTONIC ADVISORS LLC is a financial advisory firm situated in Frisco, Texas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5751 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 151490

Assets Under Management $638,622,955

No. Of Clients1485

Clients Per Financial Advisor124

QUADCAP WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Frisco, Texas. With a nearly $639M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1485 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 298964

Assets Under Management $337,283,505

No. Of Clients12

Clients Per Financial Advisor1

BSIP SLP GP, LLC is a financial advisory firm situated in Frisco, Texas. With a nearly $337M assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 17 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
View Full Profile

QualificationsFirm CRD# 173690

Assets Under Management $141,377,285

No. Of Clients2

Clients Per Financial Advisor0

STF MANAGEMENT LP is a financial advisory firm situated in Frisco, Texas. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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

Financial Planning Services

  • Portfolio Management for Investment
  • Selection of Other Advisors
  • Market Timing Based
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 281593

Assets Under Management $125,479,616

No. Of Clients462

Clients Per Financial Advisor46

KINGSTONE CAPITAL PARTNERS TEXAS, LLC is a financial advisory firm situated in Frisco, Texas. With a nearly $125M assets under management, the firm specializes in crafting personalized retirement planning solutions for 462 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 146775

Assets Under Management $113,259,252

No. Of Clients123

Clients Per Financial Advisor123

STONEBRIDGE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Frisco, Texas. With a nearly $113M 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
  • Selection of Other Advisors
View Full Profile

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