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Find Retirement Advisors for Retirement Planning in New Braunfels, 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 New Braunfels, Texas

Last Updated - April 18, 2024

New Braunfels has 7 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 New Braunfels, Texas have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in New Braunfels, Texas

VERIFIED

Scott Thompson
CFP^®
Clipper Wealth Management, LLC

Qualifications
CRD# 4414290
Firm CRD# 6413
Series 7, 63, 65, 66

Minimum Assets Required
$250,000

Address

16170 Jones Maltsberger Rd. #102,
San Antonio, TX 78247 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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VERIFIED

David Nash
CFP^®, CFA^®
Magister Wealth

Qualifications
CRD# 5882986
Firm CRD# 170829
Series 65

Minimum Assets Required
$300,000

Address

64 Spring Lake Drive,
San Antonio, TX 78248 See Details

Advisory Services:

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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

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

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VERIFIED

Quotient Wealth Partners
CPA, CFP^®, CFA^®

Qualifications
Firm CRD# 326819

Minimum Assets Required
$500,000

Address

2806 W Bitters Rd.,
Suite 111,
San Antonio, TX 78248 See Details

Advisory Services:

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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VERIFIED

Jerry McIlhon
Investment Advisor
Beck Capital Management LLC

Qualifications
CRD# 1730924
Series 6, 63, 65

Minimum Assets Required
$250,000

Address

2009 South Capital of TX Hwy #200,
Austin, TX 78746 See Details

Advisory Services:

Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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VERIFIED

Kay Russell
AAMS^®
Edelman Financial Engines, LLC

Qualifications
CRD# 5606019
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Address

1111 West 6th Street,
Building B, Suite 310,
Austin, TX 78703 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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VERIFIED

U.S. Capital Wealth Advisors, LLC
CFP^®

Qualifications
Firm CRD# 288199
Series 65

Minimum Assets Required
$250,000

Address

300 West 6th St, Suite 1900,
Austin, TX 78701 See Details

Advisory Services:

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.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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VERIFIED

Spencer Corzine
CFP^®
AVH Invest

Qualifications
CRD# 2940880
Firm CRD# 10205
Series 7, 24, 55, 63, 65

Minimum Assets Required
$100,000

Address

500 E. Whitestone Blvd.,
P.O. Box 1977,
Cedar Park, TX 78630 See Details

Advisory Services:

Compensation/Fee

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

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	CHRISTIAN FINANCIAL ADVISORS 672 Ridge Hill Drive, Suite A1 New Braunfels, TX, 78130	$139,510,728	803	11	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in New Braunfels, Texas

CHRISTIAN FINANCIAL ADVISORS

Find an Advisor

QualificationsFirm CRD# 165811

Assets Under Management $139,510,728

No. Of Clients803

Clients Per Financial Advisor73

CHRISTIAN FINANCIAL ADVISORS is a financial advisory firm situated in New Braunfels, Texas. With a nearly $140M assets under management, the firm specializes in crafting personalized retirement planning solutions for 803 clients. The team consists of 11 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

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Retirement Planners Near You

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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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