National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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 - July 11, 2024

Lufkin has 1 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.

I want to start planning.

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Lufkin, Texas

vector.svg VERIFIED

Tim W. Geisbauer
Geisbauer Wealth Management

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

Minimum Assets Required

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.


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
200 Christie St.,
Lufkin, TX, 75904
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
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners