National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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 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 Plano, Texas

Last Updated - April 10, 2024

Plano has 17 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 20 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Plano, Texas

advisor-photo

Qualifications
Firm CRD# 107342

Minimum Assets Required
$500,000

Advisory Services:

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, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

advisor-photo

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

advisor-photo
vector.svg VERIFIED

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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo
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

advisor-photo
vector.svg VERIFIED

Neil Krishnaswamy
CEPA®, CFP®, EA, RICP®, GFP
Krishna Wealth Planning LLC

Qualifications
CRD# 5983812
Firm CRD# 304613
Series 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Based on Assets

advisor-photo
vector.svg VERIFIED

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

advisor-photo
vector.svg VERIFIED

Courtney Leffall
CFP®
LX Parker Wealth Management

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

Minimum Assets Required
$0

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

advisor-photo
vector.svg VERIFIED

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

Qualifications
CRD# 2047457
Firm CRD# 114929

Minimum Assets Required
$1,000,000

Advisory Services:

Retirement Planning, 401K Rollovers, Financial Planning for Individuals.

Compensation/Fee

Fee-Only

advisor-photo

Qualifications
CRD# 5979802
Firm CRD# 291218
Series 65

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

advisor-photo
vector.svg VERIFIED

Rick Lucas
Nestegg Wealth Advisors

Qualifications
CRD# 4535940
Firm CRD# 284016
Series 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

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

advisor-photo
vector.svg VERIFIED

Nick Lalonde
CFP®
Third Act Wealth Management, LLC

Qualifications
CRD# 6355155
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$1,000,000

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo

Qualifications
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

advisor-photo
vector.svg VERIFIED

Quotient Wealth Partners
CPA, CFP®, CFA®

Qualifications
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

advisor-photo
vector.svg VERIFIED

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

advisor-photo
vector.svg VERIFIED

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, Based on Assets

advisor-photo
vector.svg VERIFIED

Justin Hall
CFP®
Good Life Asset Strategies, LLC

Qualifications
CRD# 6599260
Firm CRD# 165613
Series 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 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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
FISHER INVESTMENTS
6500 International Pkwy, Ste 2050
Plano, TX, 75093-8222
$192,398,103,7142692893349
A Percentage of AUM, Performance Based
2
CATALYST STRATEGIC SOLUTIONS
6801 Parkwood Boulevard,
Plano, TX, 75024-7198
$47,200,027,965787
A Percentage of AUM, Fixed Fees
3
RETIREMENT PLANNERS OF AMERICA
2820 Dallas Parkway,
Plano, TX, 75093
$3,429,793,21118025115
A Percentage of AUM
4
ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC
5600 Tennyson Parkway, Suite 355
Plano, TX, 75024-7181
$2,580,000,00054
A Percentage of AUM, Performance Based, Other (FIXED DOLLAR FEES THAT CAN CHANGE WITH AUM SIZE)
5
SFMG WEALTH ADVISORS
7800 Dallas Parkway, Suite 350
Plano, TX, 75024
$1,884,948,124363336
A Percentage of AUM, Fixed Fees
6
URBAN FUND MANAGEMENT, LLC
1000 East 14th Street, Suite 300
Plano, TX, 75074
$1,466,823,00082
A Percentage of AUM, Performance Based
7
ASTRA WEALTH MANAGEMENT GROUP
5700 Granite Parkway, Suite 330
Plano, TX, 75024
$1,069,000,000225718
A Percentage of AUM, Hourly charges
8
INSIGHT WEALTH PARTNERS
3333 Premier Drive, Suite 800
Plano, TX, 75023
$688,116,833273213
A Percentage of AUM, Hourly charges, Fixed Fees
9
ASSETBUILDER, INC.
1255 West 15th Street, Suite 1000
Plano, TX, 75075
$676,849,40619659
A Percentage of AUM
10
VANN EQUITY MANAGEMENT LLC
4975 Preston Park Blvd #490,
Plano, TX, 75093
$610,156,828894
A Percentage of AUM, Hourly charges, Fixed Fees
11
WEALTHSTAR ADVISORS, LLC
305b W Spring Creek Parkway, Suite 400
Plano, TX, 75023
$608,946,247264314
A Percentage of AUM, Hourly charges, Fixed Fees
12
THE WATCHMAN GROUP, INC.
5045 Lorimar Drive, Suite 200
Plano, TX, 75093
$451,116,2269407
A Percentage of AUM, Hourly charges, Fixed Fees
13
MOSS, LUSE & WOMBLE, LLC
5160 Tennyson Parkway, Suite 2000w
Plano, TX, 75024
$319,593,000157137
A Percentage of AUM, Hourly charges, Fixed Fees
14
WHITE ROCK OIL & GAS HOLDINGS, LLC
5810 Tennyson Parkway, Suite 500
Plano, TX, 75024
$312,341,463410
A Percentage of AUM, Performance Based
15
CMG WEALTH MANAGEMENT
2500 Dallas Parkway, Suite 400,
Plano, TX, 75093
$299,460,3576523
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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

Get Matched With Planners