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Find Retirement Advisors for Retirement Planning in Katy, 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 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.

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Finding the Best Retirement Planners in Katy, Texas

Last Updated - April 25, 2025

Katy has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Katy, Texas have an average of 27 years of experience.

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List of Qualified Retirement Planning Advisors in Katy, Texas

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

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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advisor

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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advisor
vector.svg VERIFIED

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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 2 Retirement Planning firms in Katy, Texas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

22202 Highland Knolls Drive,
Katy, TX, 77450
$261,000,0447712
A percentage of AUM, Hourly charges, Fixed fees
2

24285 Katy Freeway, Suite 300
Katy, TX, 77494
$126,360,7322263
A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Katy, Texas

QualificationsFirm CRD# 142438

Assets Under Management $261,000,044

No. Of Clients771

Clients Per Financial Advisor386

TRISPERITY ADVISORS, LLC is a financial advisory firm situated in Katy, Texas. With a nearly $261M assets under management, the firm specializes in crafting personalized retirement planning solutions for 771 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 services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 311785

Assets Under Management $126,360,732

No. Of Clients226

Clients Per Financial Advisor75

EQUILIBRIA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Katy, Texas. With a nearly $126M assets under management, the firm specializes in crafting personalized retirement planning solutions for 226 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

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

Retirement Planners Near You

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