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.
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.
Tim W. Geisbauer
CFP®
Geisbauer Wealth Management
Qualifications
CRD# 4799605
Firm CRD# 6413
Series 7, 24, 66
Minimum Assets Required
$25,000
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.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | KOVAR WEALTH MANAGEMENT 200 Christie St., Lufkin, TX, 75904 | $11,497,490 | 138 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
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.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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