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.
Kerrville has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Kerrville, Texas have an average of 18 years of experience.
Quotient Wealth Partners
CPA, CFP®, CFA®
Qualifications
Firm CRD# 326819
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-Based, Flat Fee, Based on Assets
Scott Thompson
CFP®
Clipper Wealth Management, LLC
Qualifications
CRD# 4414290
Firm CRD# 6413
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, 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, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | CLEAR ROCK ADVISORS, LLC 200 Earl Garrett Street, Suite 202 Kerrville, TX, 78028 | $399,602,635 | 567 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 282716
Assets Under Management $399,602,635
No. Of Clients567
Clients Per Financial Advisor81
CLEAR ROCK ADVISORS, LLC is a financial advisory firm situated in Kerrville, Texas. With a nearly $400M assets under management, the firm specializes in crafting personalized retirement planning solutions for 567 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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