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Find Retirement Advisors for Retirement Planning in Prosper, 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 Prosper, Texas

Last Updated - May 1, 2024

Prosper has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Prosper, Texas have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Prosper, Texas

VERIFIED

Kenneth Beber
CFS, AIF^®
Peak Financial, Inc.

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

Minimum Assets Required
Not Specified

Address

6160 Warren Parkway,
Suite 100,
Frisco, TX 75034 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, Insurance Products & Annuities.

Compensation/Fee

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

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VERIFIED

Stephen Koessl
J&S Partners Inc.

Qualifications
CRD# 2537590
Firm CRD# 6413
Series 7, 9, 10, 63, 65, 66

Minimum Assets Required
Not Specified

Address

4262 Birdseye Lane,
Frisco, TX 75034 See Details

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

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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

Address

5900 S Lake Forest Dr Suite 300,
McKinney, TX 75070 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Jeffrey M. Garton
JMG Wealth Management

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

Minimum Assets Required
$250,000

Address

6401 Eldorado Pkwy.,
#226,
McKinney, TX 75070 See Details

Advisory Services:

Compensation/Fee

Fee-Based

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VERIFIED

Courtney Leffall
CFP^®
LX Parker Wealth Management

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

Minimum Assets Required
$0

Address

300 East Davis Street,
Suite 112,
McKinney, TX 75069 See Details

Advisory Services:

Compensation/Fee

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

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VERIFIED

Fisher Investments

Qualifications
Firm CRD# 107342

Minimum Assets Required
$500,000

Address

6500 International Parkway,
Plano, TX 75093 See Details

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

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VERIFIED

Retirement Planners of America

Qualifications
Firm CRD# 157222

Minimum Assets Required
$100,000

Address

2820 Dallas Parkway,
Plano, TX 75093 See Details

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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VERIFIED

Zach Allen
None
Disciplined Advisors Group

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

Minimum Assets Required
$10,000,000

Address

17177 Preston Road,
Suite 360,
Dallas, TX 75248 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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VERIFIED

Allworth Financial

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Address

15725 Dallas Parkway, Suite 220,
Addison, TX 75001 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based

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VERIFIED

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

Qualifications
CRD# 2047457
Firm CRD# 114929

Minimum Assets Required
$1,000,000

Address

8222 Douglas Avenue,
Suite 590,
Dallas, TX 75225 See Details

Advisory Services:

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

Compensation/Fee

Fee-Only

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VERIFIED

Glen Smith
CFP^®, CRPC^®
GDS Wealth Management

Qualifications
CRD# 4801922
Firm CRD# 315934
Series 66

Minimum Assets Required
$1,000,000

Address

2910 Lakeside Village Blvd,
Flower Mound, TX 75022 See Details

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

Find An Advisor

VERIFIED

Ascent Capital Partners
CAIA^®, CFP^®, CPWA^®

Qualifications
CRD# 5979802
Firm CRD# 291218
Series 65

Minimum Assets Required
$3,000,000

Address

5956 Sherry Lane, 20th Floor,
Dallas, TX 75225 See Details

Advisory Services:

Compensation/Fee

Fee-Only

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VERIFIED

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

Qualifications
CRD# 4080699
Firm CRD# 326819

Minimum Assets Required
$500,000

Address

222 W Las Colinas Blvd,
Irving, TX 75039 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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VERIFIED

Dash Investments

Qualifications
Firm CRD# 135281
Series 63, 65

Minimum Assets Required
Not Specified

Address

4849 Greenville Avenue,
Ste 100,
Dallas, TX 75206 See Details

Advisory Services:

Compensation/Fee

Fee-Only

Find An Advisor

VERIFIED

George Cattat
Four Oaks Financial LLC

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

Minimum Assets Required
$100,000

Address

180 State Street, Suite 225,
Southlake, TX 76092 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Justin Hall
CFP^®
Good Life Asset Strategies, LLC

Qualifications
CRD# 6599260
Firm CRD# 165613
Series 65

Minimum Assets Required
$250,000

Address

1401 Jones Street,
Suite 210,
Fort Worth, TX 76102 See Details

Advisory Services:

Compensation/Fee

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

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Top 3 Retirement Planning firms in Prosper, Texas (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	UNITED ADVISORS AMERICA 290 S Preston Road, Suite 220 Prosper, TX, 75078	$193,671,859	1893	28	A Percentage of AUM
2	WISDOM INDEX ADVISORS 102 S. Main Street, Prosper, TX, 75078	$161,072,023	624	3	A Percentage of AUM, Hourly charges
3	CLEAR SKY FINANCIAL, LP 130 N. Preston Road, Suite 309 Prosper, TX, 75078	$98,356,227	30	3	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Prosper, Texas

UNITED ADVISORS AMERICA

Find an Advisor

QualificationsFirm CRD# 147350

Assets Under Management $193,671,859

No. Of Clients1893

Clients Per Financial Advisor68

UNITED ADVISORS AMERICA is a financial advisory firm situated in Prosper, Texas. With a nearly $194M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1893 clients. The team consists of 28 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
Pension Consulting Services

View Full Profile

WISDOM INDEX ADVISORS

Find an Advisor

QualificationsFirm CRD# 132567

Assets Under Management $161,072,023

No. Of Clients624

Clients Per Financial Advisor208

WISDOM INDEX ADVISORS is a financial advisory firm situated in Prosper, Texas. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 624 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
Hourly charges

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business

View Full Profile

CLEAR SKY FINANCIAL, LP

Find an Advisor

QualificationsFirm CRD# 298551

Assets Under Management $98,356,227

No. Of Clients30

Clients Per Financial Advisor10

CLEAR SKY FINANCIAL, LP is a financial advisory firm situated in Prosper, Texas. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 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
Hourly charges
Fixed Fees

Financial Planning Services

Financial Planning
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

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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