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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 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 Katy, Texas

Last Updated - March 21, 2024

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.

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List of Qualified Retirement Planning Advisors in Katy, Texas

advisor-photo

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

advisor-photo
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

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

advisor-photo
vector.svg VERIFIED

Matthew 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

advisor-photo
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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
TRISPERITY ADVISORS, LLC
22202 Highland Knolls Drive,
Katy, TX, 77450
$222,626,5647392
A Percentage of AUM, Hourly charges, Fixed Fees
2
EQUILIBRIA WEALTH MANAGEMENT, LLC
24285 Katy Freeway, Suite 300
Katy, TX, 77494
$126,274,7352573
A Percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Katy, Texas

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

Retirement Planners Near You

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