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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 - April 20, 2024Houston 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
VERIFIEDMatthew Goff
76784
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
VERIFIEDAlex 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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDDoug 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
VERIFIEDQuotient 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
VERIFIEDChance 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
VERIFIED 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
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDJeff 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
Since 1998
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Top 15 Retirement Planning firms in Houston, Texas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | KAYNE ANDERSON CAPITAL ADVISORS LP 811 Main Street, 14th Floor Houston, TX, 77002 | $29,871,782,000 | 129 | 300 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | FAYEZ SAROFIM & CO. Two Houston Center, 2907 Houston, TX, 77010 | $28,992,003,378 | 3129 | 51 | A Percentage of AUM |
| 3 | THE VARIABLE ANNUITY LIFE INSURANCE COMPANY 2929 Allen Parkway, Houston, TX, 77019 | $28,650,732,809 | 36 | 1880 | A Percentage of AUM |
| 4 | VALIC FINANCIAL ADVISORS, INC. 2929 Allen Pkwy; L7-20, Houston, TX, 77019 | $23,162,172,814 | 359447 | 1880 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees |
| 5 | QUANTUM CAPITAL GROUP 800 Capitol Street, Suite 3600 Houston, TX, 77002 | $19,658,908,878 | 40 | 97 | A Percentage of AUM, Performance Based |
| 6 | GARCIA HAMILTON & ASSOCIATES LP 5 Houston Center, 1401 Mckinney St., Suite 1600 Houston, TX, 77010-4037 | $16,763,702,363 | 441 | 37 | A Percentage of AUM, Performance Based |
| 7 | THE ENERGY & MINERALS GROUP 2229 San Felipe Street, Suite 1300 Houston, TX, 77019 | $12,580,503,310 | 54 | 22 | A Percentage of AUM, Performance Based |
| 8 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 600 Travis, Suite 3800, Houston, TX, 77002-3071 | $12,343,621,752 | 423 | 51 | A Percentage of AUM, Performance Based |
| 9 | SAROFIM INTERNATIONAL MANAGEMENT CO Two Houston Center, Suite 2907, Suite 2907 Houston, TX, 77010-1014 | $6,724,227,744 | 14 | 25 | A Percentage of AUM |
| 10 | U.S. CAPITAL WEALTH ADVISORS, LLC 4444 Westheimer Rd., Suite G500 Houston, TX, 77027 | $6,495,736,809 | 12119 | 122 | A Percentage of AUM, Fixed Fees |
| 11 | THE WINDACRE PARTNERSHIP LLC 2200 Post Oak Blvd., Suite 1580, Houston, TX, 77056 | $6,226,377,417 | 3 | 10 | A Percentage of AUM, Performance Based |
| 12 | THE STERLING GROUP, L.P. Nine Greenway Plaza, Suite 2400 Houston, TX, 77046 | $6,003,504,245 | 13 | 56 | 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 | $5,925,316,689 | 21 | 62 | A Percentage of AUM, Performance Based, Other (ACQUISITION / DISPOSITION / LEASING FEES) |
| 14 | CROSSMARK GLOBAL INVESTMENTS, INC. 15375 Memorial Drive, Suite 200 Houston, TX, 77079 | $5,807,109,087 | 5613 | 45 | A Percentage of AUM |
| 15 | WATEROUS ENERGY FUND MANAGEMENT (US), LLC 717 Texas Avenue, Suite 1200 Houston, TX, 77002 | $5,703,700,373 | 11 | 2 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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