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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 - May 23, 2024

Irving has 19 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 18 years of experience.

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List of Qualified Retirement Planning Advisors in Irving, Texas

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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

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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

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Ascent Capital Partners
CAIA®, CFP®, CPWA®

Qualifications
CRD# 5979802
Firm CRD# 291218
Series 65

Minimum Assets Required
$3,000,000

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.

Compensation/Fee

Fee-Only

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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

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Patrick 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

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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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

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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

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

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Bridget 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

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Justin 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

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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

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Stephen 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

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Michelle 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

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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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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

Top 9 Retirement Planning firms in Irving, Texas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
AMERICAN BEACON ADVISORS, INC.
220 East Las Colinas Blvd., Suite 1200,
Irving, TX, 75039-5500
$58,398,845,1976228
A Percentage of AUM, Performance Based
2
UNITED CAPITAL FINANCIAL ADVISORS
125 E John Carpenter Frwy, Suite 1200
Irving, TX, 75062
$13,178,742,32282991307
A Percentage of AUM, Hourly charges, Fixed Fees
3
ROCKTOP PARTNERS, LLC
1425 Greenway Drive, Suite 250
Irving, TX, 75038
$928,098,561225
A Percentage of AUM, Performance Based
4
MILLER EQUITY CAPITAL ADVISORS
5605 N. Macarthur Blvd., Suite 860
Irving, TX, 75038
$322,078,5042412
A Percentage of AUM, Hourly charges, Fixed Fees
5
COTTONWOOD CAPITAL ADVISORS
105 Decker Court Suite 730,
Irving, TX, 75062
$212,512,1835044
A Percentage of AUM, Fixed Fees
6
SNIDER ADVISORS
100 Decker Court, Suite 120
Irving, TX, 75062
$173,760,5265084
A Percentage of AUM, Fixed Fees, Commission Based
7
WIMMER CONSULTING, LLC
2101 Gateway Drive,
Irving, TX, 75038
$147,053,300332
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
$103,955,6551583
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
$53,401,36935140
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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