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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 - May 15, 2025Plano has 17 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 24 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
Disciplined Advisors Group
Qualifications
CRD# 5059261
Firm CRD# 105644
Series 7, 66
Minimum Assets Required
$100,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDQualifications
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
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
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
VERIFIEDCourtney Leffall
CFP®
LX Parker Wealth Management
Qualifications
CRD# 5211412
Firm CRD# 6413
Series 7, 66
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, 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
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
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
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-Only, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
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 | $298,729,428,900 | 360116 | 4065 | A percentage of AUM, Performance Based |
| 2 | 6801 Parkwood Boulevard, Plano, TX, 75024-7198 | $44,680,083,373 | 78 | 7 | A percentage of AUM, Fixed fees |
| 3 | 6404 International Parkway, Suite 1100 Plano, TX, 75093 | $4,903,397,592 | 1718 | 131 | A percentage of AUM, Fixed fees |
| 4 | 2820 Dallas Parkway, Plano, TX, 75093 | $3,557,314,906 | 15137 | 122 | A percentage of AUM |
| 5 | 3960 Dallas Parkway, Suite 400 Plano, TX, 75093 | $2,248,716,764 | 3834 | 37 | A percentage of AUM, Fixed fees |
| 6 | 5600 Tennyson Parkway, Suite 175 Plano, TX, 75024-7181 | $1,370,000,000 | 2 | 4 | 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 | $1,302,943,135 | 2928 | 15 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 1000 East 14th Street, Suite 300 Plano, TX, 75074 | $808,014,423 | 11 | 2 | A percentage of AUM, Performance Based, Other (AFFILIATE GENERAL, ADMINISTRATIVE, AND OPERATOR EXPENSE PASS-THR) |
| 9 | 3333 Premier Drive, Suite 800 Plano, TX, 75023 | $789,957,931 | 2901 | 14 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 4975 Preston Park Blvd #490, Plano, TX, 75093 | $701,026,488 | 108 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 1255 West 15th Street, Suite 1000 Plano, TX, 75075 | $686,998,579 | 1759 | 11 | A percentage of AUM |
| 12 | 305b W Spring Creek Parkway, Suite 400 Plano, TX, 75023 | $671,459,524 | 2571 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 5851 Legacy Circle, 6th Floor Plano, TX, 75024 | $610,769,800 | 463 | 1 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 5160 Tennyson Parkway, Suite 2000w Plano, TX, 75024 | $595,179,000 | 2951 | 35 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 5045 Lorimar Drive, Suite 200 Plano, TX, 75093 | $576,225,767 | 958 | 8 | 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)
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.