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Find Retirement Advisors for Retirement Planning in Richardson, 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 Richardson, Texas
Last Updated - May 24, 2025Richardson has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Richardson, Texas have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Richardson, Texas
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
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
Advisory Services:
Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based, 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
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
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
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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 6 Retirement Planning firms in Richardson, Texas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 740 E. Campbell Rd., Suite 830 Richardson, TX, 75081 | $1,028,680,805 | 22 | 8 | A percentage of AUM, Performance Based |
| 2 | 3400 North Central Expressway, Suite 100 Richardson, TX, 75080 | $365,953,508 | 564 | 50 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 3400 North Central Expressway, Suite 110-202 Richardson, TX, 75080 | $312,556,746 | 465 | 5 | A percentage of AUM, Fixed fees |
| 4 | 2600 North Central Expressway, Suite 550 Richardson, TX, 75080 | $184,212,087 | 325 | 5 | A percentage of AUM, Hourly charges |
| 5 | 2929 North Central Expressway, Suite 200 Richardson, TX, 75080 | $164,440,000 | 640 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 1100 East Campbell Road, Suite 200 Richardson, TX, 75081 | $109,842,303 | 660 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Richardson, Texas
QualificationsFirm CRD# 171023
Assets Under Management $1,028,680,805
No. Of Clients22
Clients Per Financial Advisor3
BOWIE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Richardson, Texas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22 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
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 135145
Assets Under Management $365,953,508
No. Of Clients564
Clients Per Financial Advisor11
GENERATIONAL WEALTH ADVISORS is a financial advisory firm situated in Richardson, Texas. With a nearly $366M assets under management, the firm specializes in crafting personalized retirement planning solutions for 564 clients. The team consists of 50 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
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 164993
Assets Under Management $312,556,746
No. Of Clients465
Clients Per Financial Advisor93
CONSILIUM WEALTH ADVISORY, LLC is a financial advisory firm situated in Richardson, Texas. With a nearly $313M assets under management, the firm specializes in crafting personalized retirement planning solutions for 465 clients. The team consists of 5 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# 140066
Assets Under Management $184,212,087
No. Of Clients325
Clients Per Financial Advisor65
BLAND GARVEY WEALTH ADVISORS, LLC is a financial advisory firm situated in Richardson, Texas. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 325 clients. The team consists of 5 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
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (CONSULTING)
QualificationsFirm CRD# 149134
Assets Under Management $164,440,000
No. Of Clients640
Clients Per Financial Advisor91
STRATEGIC WEALTH PLANNING is a financial advisory firm situated in Richardson, Texas. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 640 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (ESTATE PLANNING & MANAGEMENT SERVICES; BUSINESS PLANNING & MANAGEMENT SERVICES)
QualificationsFirm CRD# 136596
Assets Under Management $109,842,303
No. Of Clients660
Clients Per Financial Advisor110
LD LOWE WEALTH ADVISORY is a financial advisory firm situated in Richardson, Texas. With a nearly $110M assets under management, the firm specializes in crafting personalized retirement planning solutions for 660 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
- Pesnsion consulting services
- Other (CONSULTING)
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Looking for more choices? Use our free match service to compare retirement planners serving your area.