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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 - March 17, 2025Plano has 19 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 29 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
Advisory Services:
Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDZach 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
VERIFIEDKenneth 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
VERIFIEDJeffrey 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
VERIFIEDStephen Koessl
J&S Partners Inc.
Qualifications
CRD# 2537590
Firm CRD# 6413
Series 7, 9, 10, 63, 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
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
VERIFIEDDemond 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
VERIFIEDJ.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
VERIFIEDQualifications
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
VERIFIEDCourtney 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
VERIFIEDMichelle 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
VERIFIEDQualifications
Firm CRD# 135281
Series 63, 65
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
VERIFIEDQualifications
CRD# 4080699
Firm CRD# 326819
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDChris 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
VERIFIEDGlen 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
VERIFIEDGeorge 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
VERIFIEDJustin 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
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
Since 1998
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Top 15 Retirement Planning firms in Plano, Texas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 6500 International Pkwy, Ste 2050 Plano, TX, 75093-8222 | $192,398,103,714 | 269289 | 3349 | A Percentage of AUM, Performance Based |
| 2 | 6801 Parkwood Boulevard, Plano, TX, 75024-7198 | $47,200,027,965 | 78 | 7 | A Percentage of AUM, Fixed Fees |
| 3 | 2820 Dallas Parkway, Plano, TX, 75093 | $3,429,793,211 | 18025 | 115 | A Percentage of AUM |
| 4 | 5600 Tennyson Parkway, Suite 355 Plano, TX, 75024-7181 | $2,580,000,000 | 5 | 4 | A Percentage of AUM, Performance Based, Other (FIXED DOLLAR FEES THAT CAN CHANGE WITH AUM SIZE) |
| 5 | 7800 Dallas Parkway, Suite 350 Plano, TX, 75024 | $1,884,948,124 | 3633 | 36 | A Percentage of AUM, Fixed Fees |
| 6 | 1000 East 14th Street, Suite 300 Plano, TX, 75074 | $1,466,823,000 | 8 | 2 | A Percentage of AUM, Performance Based |
| 7 | 5700 Granite Parkway, Suite 330 Plano, TX, 75024 | $1,069,000,000 | 2257 | 18 | A Percentage of AUM, Hourly charges |
| 8 | 3333 Premier Drive, Suite 800 Plano, TX, 75023 | $688,116,833 | 2732 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | 1255 West 15th Street, Suite 1000 Plano, TX, 75075 | $676,849,406 | 1965 | 9 | A Percentage of AUM |
| 10 | 4975 Preston Park Blvd #490, Plano, TX, 75093 | $610,156,828 | 89 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | 305b W Spring Creek Parkway, Suite 400 Plano, TX, 75023 | $608,946,247 | 2643 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | 5045 Lorimar Drive, Suite 200 Plano, TX, 75093 | $451,116,226 | 940 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | 5160 Tennyson Parkway, Suite 2000w Plano, TX, 75024 | $319,593,000 | 1571 | 37 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | 5810 Tennyson Parkway, Suite 500 Plano, TX, 75024 | $312,341,463 | 4 | 10 | A Percentage of AUM, Performance Based |
| 15 | 2500 Dallas Parkway, Suite 400, Plano, TX, 75093 | $299,460,357 | 652 | 3 | A Percentage of AUM |
Information on Top Retirement Planning firms in Plano, Texas
QualificationsFirm CRD# 107342
Assets Under Management $192,398,103,714
No. Of Clients269289
Clients Per Financial Advisor80
FISHER INVESTMENTS is a financial advisory firm situated in Plano, Texas. With a nearly $192B assets under management, the firm specializes in crafting personalized retirement planning solutions for 269289 clients. The team consists of 3349 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
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 44970
Assets Under Management $47,200,027,965
No. Of Clients78
Clients Per Financial Advisor11
CATALYST STRATEGIC SOLUTIONS is a financial advisory firm situated in Plano, Texas. With a nearly $47B 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 Business
QualificationsFirm CRD# 157222
Assets Under Management $3,429,793,211
No. Of Clients18025
Clients Per Financial Advisor157
RETIREMENT PLANNERS OF AMERICA is a financial advisory firm situated in Plano, Texas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18025 clients. The team consists of 115 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 143002
Assets Under Management $2,580,000,000
No. Of Clients5
Clients Per Financial Advisor1
ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC is a financial advisory firm situated in Plano, Texas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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 Business
QualificationsFirm CRD# 107548
Assets Under Management $1,884,948,124
No. Of Clients3633
Clients Per Financial Advisor101
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 3633 clients. The team consists of 36 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 167491
Assets Under Management $1,466,823,000
No. Of Clients8
Clients Per Financial Advisor4
URBAN FUND MANAGEMENT, 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 8 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
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 326006
Assets Under Management $1,069,000,000
No. Of Clients2257
Clients Per Financial Advisor125
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 2257 clients. The team consists of 18 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 153635
Assets Under Management $688,116,833
No. Of Clients2732
Clients Per Financial Advisor210
INSIGHT WEALTH PARTNERS is a financial advisory firm situated in Plano, Texas. With a nearly $688M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2732 clients. The team consists of 13 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 142665
Assets Under Management $676,849,406
No. Of Clients1965
Clients Per Financial Advisor218
ASSETBUILDER, INC. is a financial advisory firm situated in Plano, Texas. With a nearly $677M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1965 clients. The team consists of 9 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
- Portfolio Management for Business
QualificationsFirm CRD# 174239
Assets Under Management $610,156,828
No. Of Clients89
Clients Per Financial Advisor22
VANN EQUITY MANAGEMENT LLC is a financial advisory firm situated in Plano, Texas. With a nearly $610M assets under management, the firm specializes in crafting personalized retirement planning solutions for 89 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
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 164957
Assets Under Management $608,946,247
No. Of Clients2643
Clients Per Financial Advisor189
WEALTHSTAR ADVISORS, LLC is a financial advisory firm situated in Plano, Texas. With a nearly $609M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2643 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 133690
Assets Under Management $451,116,226
No. Of Clients940
Clients Per Financial Advisor134
THE WATCHMAN GROUP, INC. is a financial advisory firm situated in Plano, Texas. With a nearly $451M assets under management, the firm specializes in crafting personalized retirement planning solutions for 940 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 152841
Assets Under Management $319,593,000
No. Of Clients1571
Clients Per Financial Advisor42
MOSS, LUSE & WOMBLE, LLC is a financial advisory firm situated in Plano, Texas. With a nearly $320M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1571 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 165255
Assets Under Management $312,341,463
No. Of Clients4
Clients Per Financial Advisor0
WHITE ROCK OIL & GAS HOLDINGS, LLC is a financial advisory firm situated in Plano, Texas. With a nearly $312M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 307513
Assets Under Management $299,460,357
No. Of Clients652
Clients Per Financial Advisor217
CMG WEALTH MANAGEMENT is a financial advisory firm situated in Plano, Texas. With a nearly $299M assets under management, the firm specializes in crafting personalized retirement planning solutions for 652 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
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