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Find Retirement Advisors for Retirement Planning in Lufkin, 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 Lufkin, Texas

Last Updated - April 7, 2024

Lufkin has 1 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 Lufkin, Texas have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Lufkin, Texas

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Tim W. Geisbauer
CFP®
Geisbauer Wealth Management

Qualifications
CRD# 4799605
Firm CRD# 6413
Series 7, 24, 66

Minimum Assets Required
$25,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 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.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Top 1 Retirement Planning firms in Lufkin, Texas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
KOVAR WEALTH MANAGEMENT
200 Christie St.,
Lufkin, TX, 75904
$11,497,4901385
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Lufkin, Texas

QualificationsFirm CRD# 174569

Assets Under Management $11,497,490

No. Of Clients138

Clients Per Financial Advisor28

KOVAR WEALTH MANAGEMENT is a financial advisory firm situated in Lufkin, Texas. With a nearly $11M assets under management, the firm specializes in crafting personalized retirement planning solutions for 138 clients. The team consists of 5 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
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
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