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Find Retirement Advisors for Retirement Planning in Texas, Midland

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

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Top 4 Retirement Planning firms in Midland, Texas (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	3200 Mockingbird Lane, Building 7, Suite 204 Midland, TX, 79705	$350,541,657	60	4	A percentage of AUM, Hourly charges, Fixed fees
2	415 West Wall Street, Suite 2200 Midland, TX, 79701	$288,624,560	304	3	A percentage of AUM
3	800 N Marienfeld, Suite 101 Midland, TX, 79701	$121,086,576	350	3	A percentage of AUM, Hourly charges
4	1901 Heritage Blvd, Midland, TX, 79707	$60,317,287	5	1	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (WRAP PROGRAM FEE)

Information on Top Retirement Planning firms in Midland, Texas

EIGHT 31 FINANCIAL, LLC

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QualificationsFirm CRD# 327632

Assets Under Management $350,541,657

No. Of Clients60

Clients Per Financial Advisor15

EIGHT 31 FINANCIAL, LLC is a financial advisory firm situated in Midland, Texas. With a nearly $351M assets under management, the firm specializes in crafting personalized retirement planning solutions for 60 clients. The team consists of 4 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

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (CONSULTING SERVICES)

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CARGILE INVESTMENT MANAGEMENT

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QualificationsFirm CRD# 116982

Assets Under Management $288,624,560

No. Of Clients304

Clients Per Financial Advisor101

CARGILE INVESTMENT MANAGEMENT is a financial advisory firm situated in Midland, Texas. With a nearly $289M assets under management, the firm specializes in crafting personalized retirement planning solutions for 304 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies

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REDEMPTION CAPITAL

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QualificationsFirm CRD# 310824

Assets Under Management $121,086,576

No. Of Clients350

Clients Per Financial Advisor117

REDEMPTION CAPITAL is a financial advisory firm situated in Midland, Texas. With a nearly $121M assets under management, the firm specializes in crafting personalized retirement planning solutions for 350 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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SYNTAL CAPITAL PARTNERS, LLC

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QualificationsFirm CRD# 161954

Assets Under Management $60,317,287

No. Of Clients5

Clients Per Financial Advisor5

SYNTAL CAPITAL PARTNERS, LLC is a financial advisory firm situated in Midland, Texas. With a nearly $60M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (WRAP PROGRAM FEE)

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (CONSULTING SERVICES)

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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

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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