Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Katy has 5 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 26 years of experience.
Qualifications
Firm CRD# 6413
Series 7, 8, 9, 10, 24, 63, 65
Minimum Assets Required
$250,000
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.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Doug Gibson
LUTCF®
SMART Group Houston
Qualifications
CRD# 5626771
Firm CRD# 29087
Series 6, 7, 63, 66
Minimum Assets Required
$250,000
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.
Fee-Based
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Matthew Goff
76784
The Goff Financial Group
Qualifications
CRD# 2390431
Firm CRD# 114796
Minimum Assets Required
$500,000
Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals.
Fee-Only, Flat Fee, Based on Assets
Jeff Rhame
CFP®
Rhame & Gorrell Wealth Management
Qualifications
CRD# 2516452
Firm CRD# 283027
Minimum Assets Required
$500,000
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.
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | TRISPERITY ADVISORS, LLC 22202 Highland Knolls Drive, Katy, TX, 77450 | $222,626,564 | 739 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | EQUILIBRIA WEALTH MANAGEMENT, LLC 24285 Katy Freeway, Suite 300 Katy, TX, 77494 | $126,274,735 | 257 | 3 | A Percentage of AUM, Hourly charges |
QualificationsFirm CRD# 142438
Assets Under Management $222,626,564
No. Of Clients739
Clients Per Financial Advisor370
TRISPERITY ADVISORS, LLC is a financial advisory firm situated in Katy, Texas. With a nearly $223M assets under management, the firm specializes in crafting personalized retirement planning solutions for 739 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 311785
Assets Under Management $126,274,735
No. Of Clients257
Clients Per Financial Advisor86
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 257 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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