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

Last Updated - May 14, 2024

Houston has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 222 non-vetted advisors in your local area. These retirement advisors in Houston, Texas have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Houston, Texas

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Matthew Goff
The Goff Financial Group

Qualifications
CRD# 2390431
Firm CRD# 114796

Minimum Assets Required
$500,000

Advisory Services:

Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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Alex Shurin
CFP®, ChFC®
Edelman Financial Engines, LLC

Qualifications
CRD# 4425226
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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

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Doug Gibson
LUTCF®
SMART Group Houston

Qualifications
CRD# 5626771
Firm CRD# 29087
Series 6, 7, 63, 66

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based

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Quotient Wealth Partners
CPA, CFP®, CFA®

Qualifications
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

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Chance Vogel
CRPS®, CRPC®
Edelman Financial Engines, LLC

Qualifications
CRD# 2800255
Firm CRD# 104510
Series 65, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
Firm CRD# 6413
Series 7, 8, 9, 10, 24, 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 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, Hourly, Commissions, Flat Fee, Based on Assets

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Centric Wealth

Qualifications
Firm CRD# 282477

Minimum Assets Required
$250,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Jeff Rhame
CFP®
Rhame & Gorrell Wealth Management

Qualifications
CRD# 2516452
Firm CRD# 283027

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-Only, Based on Assets

Top 15 Retirement Planning firms in Houston, Texas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
KAYNE ANDERSON CAPITAL ADVISORS LP
811 Main Street, 14th Floor
Houston, TX, 77002
$29,871,782,000129300
A Percentage of AUM, Fixed Fees, Performance Based
2
FAYEZ SAROFIM & CO.
Two Houston Center, 2907
Houston, TX, 77010
$28,992,003,378312951
A Percentage of AUM
3
THE VARIABLE ANNUITY LIFE INSURANCE COMPANY
2929 Allen Parkway,
Houston, TX, 77019
$28,650,732,809361880
A Percentage of AUM
4
VALIC FINANCIAL ADVISORS, INC.
2929 Allen Pkwy; L7-20,
Houston, TX, 77019
$23,162,172,8143594471880
A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees
5
QUANTUM CAPITAL GROUP
800 Capitol Street, Suite 3600
Houston, TX, 77002
$19,658,908,8784097
A Percentage of AUM, Performance Based
6
GARCIA HAMILTON & ASSOCIATES LP
5 Houston Center, 1401 Mckinney St., Suite 1600
Houston, TX, 77010-4037
$16,763,702,36344137
A Percentage of AUM, Performance Based
7
THE ENERGY & MINERALS GROUP
2229 San Felipe Street, Suite 1300
Houston, TX, 77019
$12,580,503,3105422
A Percentage of AUM, Performance Based
8
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
600 Travis, Suite 3800,
Houston, TX, 77002-3071
$12,343,621,75242351
A Percentage of AUM, Performance Based
9
SAROFIM INTERNATIONAL MANAGEMENT CO
Two Houston Center, Suite 2907, Suite 2907
Houston, TX, 77010-1014
$6,724,227,7441425
A Percentage of AUM
10
U.S. CAPITAL WEALTH ADVISORS, LLC
4444 Westheimer Rd., Suite G500
Houston, TX, 77027
$6,495,736,80912119122
A Percentage of AUM, Fixed Fees
11
THE WINDACRE PARTNERSHIP LLC
2200 Post Oak Blvd., Suite 1580,
Houston, TX, 77056
$6,226,377,417310
A Percentage of AUM, Performance Based
12
THE STERLING GROUP, L.P.
Nine Greenway Plaza, Suite 2400
Houston, TX, 77046
$6,003,504,2451356
A Percentage of AUM, Performance Based, Other (PORTION OF PORTFOLIO COMPANY TRANSACTION AND MONITORING FEES)
13
LIONSTONE INVESTMENTS
712 Main Street, Suite 2500
Houston, TX, 77002
$5,925,316,6892162
A Percentage of AUM, Performance Based, Other (ACQUISITION / DISPOSITION / LEASING FEES)
14
CROSSMARK GLOBAL INVESTMENTS, INC.
15375 Memorial Drive, Suite 200
Houston, TX, 77079
$5,807,109,087561345
A Percentage of AUM
15
WATEROUS ENERGY FUND MANAGEMENT (US), LLC
717 Texas Avenue, Suite 1200
Houston, TX, 77002
$5,703,700,373112
Performance Based, Other (REIMBURSEMENT OF EXPENSES)

Information on Top Retirement Planning firms in Houston, Texas

QualificationsFirm CRD# 104536

Assets Under Management $29,871,782,000

No. Of Clients129

Clients Per Financial Advisor0

KAYNE ANDERSON CAPITAL ADVISORS LP is a financial advisory firm situated in Houston, Texas. With a nearly $30B assets under management, the firm specializes in crafting personalized retirement planning solutions for 129 clients. The team consists of 300 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

  • Financial Planning
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 106584

Assets Under Management $28,992,003,378

No. Of Clients3129

Clients Per Financial Advisor61

FAYEZ SAROFIM & CO. is a financial advisory firm situated in Houston, Texas. With a nearly $29B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3129 clients. The team consists of 51 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 Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 104561

Assets Under Management $28,650,732,809

No. Of Clients36

Clients Per Financial Advisor0

THE VARIABLE ANNUITY LIFE INSURANCE COMPANY is a financial advisory firm situated in Houston, Texas. With a nearly $29B assets under management, the firm specializes in crafting personalized retirement planning solutions for 36 clients. The team consists of 1880 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
View Full Profile

QualificationsFirm CRD# 42803

Assets Under Management $23,162,172,814

No. Of Clients359447

Clients Per Financial Advisor191

VALIC FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Houston, Texas. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 359447 clients. The team consists of 1880 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Subscription Fees
  • Fixed Fees

Financial Planning Services

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

QualificationsFirm CRD# 174733

Assets Under Management $19,658,908,878

No. Of Clients40

Clients Per Financial Advisor0

QUANTUM CAPITAL GROUP is a financial advisory firm situated in Houston, Texas. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 40 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 108017

Assets Under Management $16,763,702,363

No. Of Clients441

Clients Per Financial Advisor12

GARCIA HAMILTON & ASSOCIATES LP is a financial advisory firm situated in Houston, Texas. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 441 clients. The team consists of 37 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 Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 157915

Assets Under Management $12,580,503,310

No. Of Clients54

Clients Per Financial Advisor2

THE ENERGY & MINERALS GROUP is a financial advisory firm situated in Houston, Texas. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 54 clients. The team consists of 22 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
View Full Profile

QualificationsFirm CRD# 106975

Assets Under Management $12,343,621,752

No. Of Clients423

Clients Per Financial Advisor8

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. is a financial advisory firm situated in Houston, Texas. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 423 clients. The team consists of 51 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 Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 106933

Assets Under Management $6,724,227,744

No. Of Clients14

Clients Per Financial Advisor1

SAROFIM INTERNATIONAL MANAGEMENT CO is a financial advisory firm situated in Houston, Texas. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 25 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 Business
View Full Profile

QualificationsFirm CRD# 288199

Assets Under Management $6,495,736,809

No. Of Clients12119

Clients Per Financial Advisor99

U.S. CAPITAL WEALTH ADVISORS, LLC is a financial advisory firm situated in Houston, Texas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12119 clients. The team consists of 122 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
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 168761

Assets Under Management $6,226,377,417

No. Of Clients3

Clients Per Financial Advisor0

THE WINDACRE PARTNERSHIP LLC is a financial advisory firm situated in Houston, Texas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 157406

Assets Under Management $6,003,504,245

No. Of Clients13

Clients Per Financial Advisor0

THE STERLING GROUP, L.P. is a financial advisory firm situated in Houston, Texas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 56 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (PORTION OF PORTFOLIO COMPANY TRANSACTION AND MONITORING FEES)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 160214

Assets Under Management $5,925,316,689

No. Of Clients21

Clients Per Financial Advisor0

LIONSTONE INVESTMENTS is a financial advisory firm situated in Houston, Texas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 62 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (ACQUISITION / DISPOSITION / LEASING FEES)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 113360

Assets Under Management $5,807,109,087

No. Of Clients5613

Clients Per Financial Advisor125

CROSSMARK GLOBAL INVESTMENTS, INC. is a financial advisory firm situated in Houston, Texas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5613 clients. The team consists of 45 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 Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 290952

Assets Under Management $5,703,700,373

No. Of Clients11

Clients Per Financial Advisor6

WATEROUS ENERGY FUND MANAGEMENT (US), LLC is a financial advisory firm situated in Houston, Texas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Performance Based
  • Other (REIMBURSEMENT OF EXPENSES)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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