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Find Retirement Advisors for Retirement Planning in Plano, 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 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.

Finding the Best Retirement Planners in Plano, Texas

Last Updated - April 25, 2025

Plano has 18 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 35 non-vetted advisors in your local area. These retirement advisors in Plano, Texas have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Plano, Texas

advisor

Qualifications
Firm CRD# 157222

Minimum Assets Required
$100,000

Advisory Services:

Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Based on Assets

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advisor
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Zach Allen
None
Disciplined Advisors Group

Qualifications
CRD# 5059261
Firm CRD# 105644
Series 7, 66

Minimum Assets Required
$10,000,000

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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advisor
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360 Wealth Planners
CFP®

Qualifications
Firm CRD# 164109
Series 7, 63, 65, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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advisor
vector.svg VERIFIED

Kenneth Beber
CFS, AIF®
Peak Financial, Inc.

Qualifications
CRD# 4257664
Firm CRD# 7717
Series 6, 7, 63, 66

Minimum Assets Required
Not Specified

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, Insurance Products & Annuities

Compensation/Fee

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

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advisor
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Jeffrey M. Garton
JMG Wealth Management

Qualifications
CRD# 2645788
Firm CRD# 3870
Series 6, 63, 65

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
CRD# 5405451
Firm CRD# 39543
Series 7, 24, 66

Minimum Assets Required
$50,000

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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advisor
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Demond Dawkins
AAMS®
LPL Financial LLC

Qualifications
CRD# 6755866
Firm CRD# 4376904
Series 6, 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money 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

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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advisor
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J.K. Financial, Inc. John Kvale
CFP®, CFA®
J.K. Financial, Inc.

Qualifications
CRD# 2047457
Firm CRD# 114929

Minimum Assets Required
$1,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts

Compensation/Fee

Fee-Only

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advisor

Qualifications
CRD# 5979802
Firm CRD# 291218

Minimum Assets Required
$3,000,000

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

Compensation/Fee

Fee-Only

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advisor
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Courtney Leffall
CFP®
LX Parker Wealth Management

Qualifications
CRD# 5211412
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$500,000

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

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

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advisor
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Michelle Connell
CFA®
Portia Capital Management, LLC

Qualifications
CRD# 2526305
Firm CRD# 286662
Series 65, 66

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Not Specified

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advisor

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

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, Estate Planning & Trusts

Compensation/Fee

Fee-Only

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advisor
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Chris McNeal
CFS
Premier Investments & Wealth Management

Qualifications
CRD# 5440343
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
$0

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
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Glen Smith
CFP®, CRPC®
GDS Wealth Management

Qualifications
CRD# 4801922
Firm CRD# 315934
Series 66

Minimum Assets Required
$1,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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George Cattat
Four Oaks Financial LLC

Qualifications
CRD# 3073307
Firm CRD# 297287
Series 6, 7, 63, 65

Minimum Assets Required
$100,000

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Based on Assets

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advisor
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Justin Hall
CFP®
Good Life Asset Strategies, LLC

Qualifications
CRD# 6599260
Firm CRD# 165613
Series 65

Minimum Assets Required
$200,000

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-Only, Hourly, Flat Fee, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
CRD# 6656223
Firm CRD# 173563

Minimum Assets Required
$0

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

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor arrow-right

Top 15 Retirement Planning firms in Plano, Texas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

6500 International Pkwy, Ste 2050
Plano, TX, 75093-8222
$298,729,428,9003601164065
A percentage of AUM, Performance Based
2

6801 Parkwood Boulevard,
Plano, TX, 75024-7198
$44,680,083,373787
A percentage of AUM, Fixed fees
3

6404 International Parkway, Suite 1100
Plano, TX, 75093
$4,903,397,5921718131
A percentage of AUM, Fixed fees
4

2820 Dallas Parkway,
Plano, TX, 75093
$3,557,314,90615137122
A percentage of AUM
5

3960 Dallas Parkway, Suite 400
Plano, TX, 75093
$2,248,716,764383437
A percentage of AUM, Fixed fees
6

5600 Tennyson Parkway, Suite 175
Plano, TX, 75024-7181
$1,370,000,00024
A percentage of AUM, Performance Based, Other (FIXED DOLLAR FEES THAT CAN CHANGE WITH AUM SIZE)
7

5700 Granite Parkway, Suite 330
Plano, TX, 75024
$1,302,943,135292815
A percentage of AUM, Hourly charges, Fixed fees
8

1000 East 14th Street, Suite 300
Plano, TX, 75074
$808,014,423112
A percentage of AUM, Performance Based, Other (AFFILIATE GENERAL, ADMINISTRATIVE, AND OPERATOR EXPENSE PASS-THR)
9

3333 Premier Drive, Suite 800
Plano, TX, 75023
$789,957,931290114
A percentage of AUM, Hourly charges, Fixed fees
10

4975 Preston Park Blvd #490,
Plano, TX, 75093
$701,026,4881086
A percentage of AUM, Hourly charges, Fixed fees
11

1255 West 15th Street, Suite 1000
Plano, TX, 75075
$686,998,579175911
A percentage of AUM
12

305b W Spring Creek Parkway, Suite 400
Plano, TX, 75023
$671,459,524257110
A percentage of AUM, Hourly charges, Fixed fees
13

5851 Legacy Circle, 6th Floor
Plano, TX, 75024
$610,769,8004631
A percentage of AUM, Hourly charges, Fixed fees
14

5160 Tennyson Parkway, Suite 2000w
Plano, TX, 75024
$595,179,000295135
A percentage of AUM, Hourly charges, Fixed fees
15

5045 Lorimar Drive, Suite 200
Plano, TX, 75093
$576,225,7679588
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Plano, Texas

QualificationsFirm CRD# 107342

Assets Under Management $298,729,428,900

No. Of Clients360116

Clients Per Financial Advisor89

FISHER INVESTMENTS is a financial advisory firm situated in Plano, Texas. With a nearly $299B assets under management, the firm specializes in crafting personalized retirement planning solutions for 360116 clients. The team consists of 4065 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (PORTFOLIO ASSESSMENT)
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QualificationsFirm CRD# 44970

Assets Under Management $44,680,083,373

No. Of Clients78

Clients Per Financial Advisor11

CATALYST STRATEGIC SOLUTIONS is a financial advisory firm situated in Plano, Texas. With a nearly $45B assets under management, the firm specializes in crafting personalized retirement planning solutions for 78 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 331205

Assets Under Management $4,903,397,592

No. Of Clients1718

Clients Per Financial Advisor13

FISHER RETIREMENT SOLUTIONS LLC is a financial advisory firm situated in Plano, Texas. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1718 clients. The team consists of 131 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
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QualificationsFirm CRD# 157222

Assets Under Management $3,557,314,906

No. Of Clients15137

Clients Per Financial Advisor124

RETIREMENT PLANNERS OF AMERICA is a financial advisory firm situated in Plano, Texas. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15137 clients. The team consists of 122 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 107548

Assets Under Management $2,248,716,764

No. Of Clients3834

Clients Per Financial Advisor104

SFMG WEALTH ADVISORS is a financial advisory firm situated in Plano, Texas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3834 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 143002

Assets Under Management $1,370,000,000

No. Of Clients2

Clients Per Financial Advisor1

ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC is a financial advisory firm situated in Plano, Texas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
  • Performance Based
  • Other (FIXED DOLLAR FEES THAT CAN CHANGE WITH AUM SIZE)

Financial Planning Services

  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 326006

Assets Under Management $1,302,943,135

No. Of Clients2928

Clients Per Financial Advisor195

ASTRA WEALTH MANAGEMENT GROUP is a financial advisory firm situated in Plano, Texas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2928 clients. The team consists of 15 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 167491

Assets Under Management $808,014,423

No. Of Clients11

Clients Per Financial Advisor6

URBAN FUND MANAGEMENT, LLC is a financial advisory firm situated in Plano, Texas. With a nearly $808M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (AFFILIATE GENERAL
  • ADMINISTRATIVE
  • AND OPERATOR EXPENSE PASS-THR)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 153635

Assets Under Management $789,957,931

No. Of Clients2901

Clients Per Financial Advisor207

INSIGHT WEALTH PARTNERS is a financial advisory firm situated in Plano, Texas. With a nearly $790M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2901 clients. The team consists of 14 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 174239

Assets Under Management $701,026,488

No. Of Clients108

Clients Per Financial Advisor18

VANN EQUITY MANAGEMENT LLC is a financial advisory firm situated in Plano, Texas. With a nearly $701M assets under management, the firm specializes in crafting personalized retirement planning solutions for 108 clients. The team consists of 6 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 142665

Assets Under Management $686,998,579

No. Of Clients1759

Clients Per Financial Advisor160

ASSETBUILDER, INC. is a financial advisory firm situated in Plano, Texas. With a nearly $687M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1759 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 164957

Assets Under Management $671,459,524

No. Of Clients2571

Clients Per Financial Advisor257

WEALTHSTAR ADVISORS, LLC is a financial advisory firm situated in Plano, Texas. With a nearly $671M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2571 clients. The team consists of 10 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 services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 285212

Assets Under Management $610,769,800

No. Of Clients463

Clients Per Financial Advisor463

TYME ADVISORS is a financial advisory firm situated in Plano, Texas. With a nearly $611M assets under management, the firm specializes in crafting personalized retirement planning solutions for 463 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other (GENERAL ACCOUNTING AND OUTSOURCED CIO SERVICES)
View Full Profile

QualificationsFirm CRD# 152841

Assets Under Management $595,179,000

No. Of Clients2951

Clients Per Financial Advisor84

MOSS, LUSE & WOMBLE, LLC is a financial advisory firm situated in Plano, Texas. With a nearly $595M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2951 clients. The team consists of 35 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 133690

Assets Under Management $576,225,767

No. Of Clients958

Clients Per Financial Advisor120

THE WATCHMAN GROUP, INC. is a financial advisory firm situated in Plano, Texas. With a nearly $576M assets under management, the firm specializes in crafting personalized retirement planning solutions for 958 clients. The team consists of 8 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

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