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 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 registration checks. 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.
Kyle has 5 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 Kyle, Texas have an average of 26 years of experience.
Jerry McIlhon
Investment Advisor
Beck Capital Management LLC
Qualifications
CRD# 1730924
Firm CRD# 152705
Series 6, 63, 65
Minimum Assets Required
$250,000
Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses
Fee-Based, Commissions, Based on Assets
Qualifications
Firm CRD# 173194
Series 7, 63
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, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Benjamin Hooper
CFP®, CIMA®, RICP®, CLU®, ChFC®
Comal Wealth Management
Qualifications
CRD# 5679845
Firm CRD# 309352
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
Fee-Only, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 165 Elmhurst, Suite B Kyle, TX, 78640 | $313,196,458 | 2378 | 31 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 317745
Assets Under Management $313,196,458
No. Of Clients2378
Clients Per Financial Advisor77
TRANSCE3ND LLC is a financial advisory firm situated in Kyle, Texas. With a nearly $313M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2378 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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