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Find Retirement Advisors for Retirement Planning in Grand Prairie, 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 Grand Prairie, Texas

Last Updated - April 12, 2024

Grand Prairie has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Grand Prairie, Texas have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in Grand Prairie, Texas

VERIFIED

Quotient Wealth Partners
CPA, CFP^®, CFA^®

Qualifications
CRD# 4080699
Firm CRD# 326819

Minimum Assets Required
$500,000

Address

222 W Las Colinas Blvd,
Irving, TX 75039 See Details

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

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VERIFIED

Nick Lalonde
CFP^®
Third Act Wealth Management, LLC

Qualifications
CRD# 6355155
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$1,000,000

Address

8150 N Central Expy Ste 1420,
Dallas, TX 75206 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

John Kvale
CFP^®, CFA^®
J.K. Financial, Inc.

Qualifications
CRD# 2047457
Firm CRD# 114929

Minimum Assets Required
$1,000,000

Address

8222 Douglas Avenue,
Suite 590,
Dallas, TX 75225 See Details

Advisory Services:

Retirement Planning, 401K Rollovers, Financial Planning for Individuals.

Compensation/Fee

Fee-Only

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VERIFIED

Ascent Capital Partners

Qualifications
CRD# 5979802
Firm CRD# 291218
Series 65

Minimum Assets Required
$3,000,000

Address

5956 Sherry Lane, 20th Floor,
Dallas, TX 75225 See Details

Advisory Services:

Compensation/Fee

Fee-Only

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VERIFIED

Dash Investments

Qualifications
Firm CRD# 135281
Series 63, 65

Minimum Assets Required
Not Specified

Address

4849 Greenville Avenue,
Ste 100,
Dallas, TX 75206 See Details

Advisory Services:

Compensation/Fee

Fee-Only

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VERIFIED

George Cattat
Four Oaks Financial LLC

Qualifications
CRD# 3073307
Firm CRD# 297287
Series 6, 7, 63, 65

Minimum Assets Required
$100,000

Address

180 State Street, Suite 225,
Southlake, TX 76092 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Allworth Financial

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Address

15725 Dallas Parkway, Suite 220,
Addison, TX 75001 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based

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VERIFIED

Zach Allen
None
Disciplined Advisors Group

Qualifications
CRD# 5059261
Firm CRD# 105644
Series 7, 66

Minimum Assets Required
$10,000,000

Address

17177 Preston Road,
Suite 360,
Dallas, TX 75248 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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VERIFIED

Glen Smith
CFP^®, CRPC^®
GDS Wealth Management

Qualifications
CRD# 4801922
Firm CRD# 315934
Series 66

Minimum Assets Required
$1,000,000

Address

2910 Lakeside Village Blvd,
Flower Mound, TX 75022 See Details

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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VERIFIED

Justin Hall
CFP^®
Good Life Asset Strategies, LLC

Qualifications
CRD# 6599260
Firm CRD# 165613
Series 65

Minimum Assets Required
$250,000

Address

1401 Jones Street,
Suite 210,
Fort Worth, TX 76102 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

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VERIFIED

Bridget E. Palmer
CRPC^®
Bisdorf Palmer Private Wealth Advisors

Qualifications
CRD# 6411450
Firm CRD# 8032
Series 7, 66

Minimum Assets Required
$0

Address

201 American Concourse, Suite 310,
Fort Worth, TX 76106 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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VERIFIED

Fisher Investments

Qualifications
Firm CRD# 107342

Minimum Assets Required
$500,000

Address

6500 International Parkway,
Plano, TX 75093 See Details

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

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VERIFIED

Retirement Planners of America

Qualifications
Firm CRD# 157222

Minimum Assets Required
$100,000

Address

2820 Dallas Parkway,
Plano, TX 75093 See Details

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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VERIFIED

Kenneth Beber
CFS, AIF^®
Peak Financial, Inc.

Qualifications
CRD# 4257664
Firm CRD# 7717
Series 6, 7, 63, 66

Minimum Assets Required
Not Specified

Address

6160 Warren Parkway,
Suite 100,
Frisco, TX 75034 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Neil Krishnaswamy
CEPA^®, CFP^®, EA, RICP^®, GFP
Krishna Wealth Planning LLC

Qualifications
CRD# 5983812
Firm CRD# 304613
Series 65

Minimum Assets Required
$100,000

Address

5900 S Lake Forest Dr Suite 300,
McKinney, TX 75070 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Courtney Leffall
CFP^®
LX Parker Wealth Management

Qualifications
CRD# 5211412
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$0

Address

300 East Davis Street,
Suite 112,
McKinney, TX 75069 See Details

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

Find An Advisor

Top 1 Retirement Planning firms in Grand Prairie, Texas (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	S&S WEALTH MANAGEMENT 2505 N. Highway 360, Suite 490 Grand Prairie, TX, 75050-7825	$110,079,708	795	3	A Percentage of AUM

Information on Top Retirement Planning firms in Grand Prairie, Texas

S&S WEALTH MANAGEMENT

Find an Advisor

QualificationsFirm CRD# 130652

Assets Under Management $110,079,708

No. Of Clients795

Clients Per Financial Advisor265

S&S WEALTH MANAGEMENT is a financial advisory firm situated in Grand Prairie, Texas. With a nearly $110M assets under management, the firm specializes in crafting personalized retirement planning solutions for 795 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

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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