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Find Retirement Advisors for Retirement Planning in Irving, 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 Irving, Texas
Last Updated - September 6, 2024Irving has 17 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 Irving, Texas have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Irving, Texas
VERIFIED 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
VERIFIEDJohn 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
VERIFIEDNick 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
VERIFIED 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
VERIFIEDGeorge 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
VERIFIEDPatrick Strodtman
Edelman Financial Engines, LLC
Qualifications
CRD# 6569476
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDZach 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
VERIFIEDGlen 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
VERIFIED 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
VERIFIEDBridget E. Palmer
CRPC®
Bisdorf Palmer Private Wealth Advisors
Qualifications
CRD# 6411450
Firm CRD# 8032
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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDJustin 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
VERIFIEDKenneth 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
VERIFIEDStephen Koessl
J&S Partners Inc.
Qualifications
CRD# 2537590
Firm CRD# 6413
Series 7, 9, 10, 63, 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, 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
VERIFIEDMichelle Vargas
CFP®
Waymaker Financial Planning
Qualifications
CRD# 2441702
Firm CRD# 308177
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDNeil 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
VERIFIEDCourtney 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 9 Retirement Planning firms in Irving, Texas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | AMERICAN BEACON ADVISORS, INC. 220 East Las Colinas Blvd., Suite 1200, Irving, TX, 75039-5500 | $58,398,845,197 | 62 | 28 | A Percentage of AUM, Performance Based |
| 2 | UNITED CAPITAL FINANCIAL ADVISORS 125 E John Carpenter Frwy, Suite 1200 Irving, TX, 75062 | $13,178,742,322 | 82991 | 307 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | ROCKTOP PARTNERS, LLC 1425 Greenway Drive, Suite 250 Irving, TX, 75038 | $928,098,561 | 2 | 25 | A Percentage of AUM, Performance Based |
| 4 | MILLER EQUITY CAPITAL ADVISORS 5605 N. Macarthur Blvd., Suite 860 Irving, TX, 75038 | $322,078,504 | 241 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | COTTONWOOD CAPITAL ADVISORS 105 Decker Court Suite 730, Irving, TX, 75062 | $212,512,183 | 504 | 4 | A Percentage of AUM, Fixed Fees |
| 6 | SNIDER ADVISORS 100 Decker Court, Suite 120 Irving, TX, 75062 | $173,760,526 | 508 | 4 | A Percentage of AUM, Fixed Fees, Commission Based |
| 7 | WIMMER CONSULTING, LLC 2101 Gateway Drive, Irving, TX, 75038 | $147,053,300 | 33 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES FROM THIRD PARTY INVESTMENT ADVISORS) |
| 8 | JMA FINANCIAL ADVISORS, INC. 580 Decker Drive, Suite 100 Irving, TX, 75062-3948 | $103,955,655 | 158 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (NEW ACCOUNT DOCUMENTATION AND TRANSFER FEES) |
| 9 | TRADEWAY 5215 N O'Connor Blvd 12th Floor Suite 111, Irving, TX, 75039 | $53,401,369 | 351 | 40 | A Percentage of AUM, Subscription Fees, Fixed Fees |
Information on Top Retirement Planning firms in Irving, Texas
QualificationsFirm CRD# 105552
Assets Under Management $58,398,845,197
No. Of Clients62
Clients Per Financial Advisor2
AMERICAN BEACON ADVISORS, INC. is a financial advisory firm situated in Irving, Texas. With a nearly $58B assets under management, the firm specializes in crafting personalized retirement planning solutions for 62 clients. The team consists of 28 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 Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 134600
Assets Under Management $13,178,742,322
No. Of Clients82991
Clients Per Financial Advisor270
UNITED CAPITAL FINANCIAL ADVISORS is a financial advisory firm situated in Irving, Texas. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 82991 clients. The team consists of 307 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
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 283846
Assets Under Management $928,098,561
No. Of Clients2
Clients Per Financial Advisor0
ROCKTOP PARTNERS, LLC is a financial advisory firm situated in Irving, Texas. With a nearly $928M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 141343
Assets Under Management $322,078,504
No. Of Clients241
Clients Per Financial Advisor121
MILLER EQUITY CAPITAL ADVISORS is a financial advisory firm situated in Irving, Texas. With a nearly $322M assets under management, the firm specializes in crafting personalized retirement planning solutions for 241 clients. The team consists of 2 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
QualificationsFirm CRD# 322366
Assets Under Management $212,512,183
No. Of Clients504
Clients Per Financial Advisor126
COTTONWOOD CAPITAL ADVISORS is a financial advisory firm situated in Irving, Texas. With a nearly $213M assets under management, the firm specializes in crafting personalized retirement planning solutions for 504 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 120943
Assets Under Management $173,760,526
No. Of Clients508
Clients Per Financial Advisor127
SNIDER ADVISORS is a financial advisory firm situated in Irving, Texas. With a nearly $174M assets under management, the firm specializes in crafting personalized retirement planning solutions for 508 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
- Fixed Fees
- Commission Based
Financial Planning Services
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
- Security Rating
- Educational Seminars/ Workshops
QualificationsFirm CRD# 120976
Assets Under Management $147,053,300
No. Of Clients33
Clients Per Financial Advisor17
WIMMER CONSULTING, LLC is a financial advisory firm situated in Irving, Texas. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (REFERRAL FEES FROM THIRD PARTY INVESTMENT ADVISORS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 115043
Assets Under Management $103,955,655
No. Of Clients158
Clients Per Financial Advisor53
JMA FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Irving, Texas. With a nearly $104M assets under management, the firm specializes in crafting personalized retirement planning solutions for 158 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
- Hourly charges
- Fixed Fees
- Other (NEW ACCOUNT DOCUMENTATION AND TRANSFER FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 281879
Assets Under Management $53,401,369
No. Of Clients351
Clients Per Financial Advisor9
TRADEWAY is a financial advisory firm situated in Irving, Texas. With a nearly $53M assets under management, the firm specializes in crafting personalized retirement planning solutions for 351 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Subscription Fees
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
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