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.
Marble Falls has 3 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 Marble Falls, Texas have an average of 29 years of experience.
Spencer Corzine
CFP®
AVH Invest
Qualifications
CRD# 2940880
Firm CRD# 10205
Series 7, 24, 55, 63, 65
Minimum Assets Required
$100,000
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, Insurance Products & Annuities.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Jerry McIlhon
Investment Advisor
Beck Capital Management LLC
Qualifications
CRD# 1730924
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# 288199
Series 65
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Only, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | DOMINION PORTFOLIO MANAGEMENT, INC. 1002 Marble Heights Dr, Suite 101 Marble Falls, TX, 78654 | $188,055,684 | 922 | 21 | A Percentage of AUM |
QualificationsFirm CRD# 106918
Assets Under Management $188,055,684
No. Of Clients922
Clients Per Financial Advisor44
DOMINION PORTFOLIO MANAGEMENT, INC. is a financial advisory firm situated in Marble Falls, Texas. With a nearly $188M assets under management, the firm specializes in crafting personalized retirement planning solutions for 922 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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