Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Richardson has 17 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Richardson, Texas have an average of 20 years of experience.
Zach Allen
None
Disciplined Advisors Group
Qualifications
CRD# 5059261
Firm CRD# 105644
Series 7, 66
Minimum Assets Required
$10,000,000
Not Specified.
Fee-Based, Commissions, Based on Assets
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
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.
Fee-Only, Based on Assets
Qualifications
Firm CRD# 157222
Minimum Assets Required
$100,000
Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based, Based on Assets
John Kvale
CFP®, CFA®
J.K. Financial, Inc.
Qualifications
CRD# 2047457
Firm CRD# 114929
Minimum Assets Required
$1,000,000
Retirement Planning, 401K Rollovers, Financial Planning for Individuals.
Fee-Only
Qualifications
CRD# 5979802
Firm CRD# 291218
Series 65
Minimum Assets Required
$3,000,000
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.
Fee-Only
Nick Lalonde
CFP®
Third Act Wealth Management, LLC
Qualifications
CRD# 6355155
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$1,000,000
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.
Fee-Based, Based on Assets
Qualifications
Firm CRD# 135281
Series 63, 65
Minimum Assets Required
Not Specified
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.
Fee-Only
Rick Lucas
Nestegg Wealth Advisors
Qualifications
CRD# 4535940
Firm CRD# 284016
Series 65
Minimum Assets Required
$100,000
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.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Quotient Wealth Partners
CPA, CFP®, CFA®
Qualifications
CRD# 4080699
Firm CRD# 326819
Minimum Assets Required
$500,000
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.
Fee-Based, Flat Fee, Based on Assets
Kenneth Beber
CFS, AIF®
Peak Financial, Inc.
Qualifications
CRD# 4257664
Firm CRD# 7717
Series 6, 7, 63, 66
Minimum Assets Required
Not Specified
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.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Neil Krishnaswamy
CEPA®, CFP®, EA, RICP®, GFP
Krishna Wealth Planning LLC
Qualifications
CRD# 5983812
Firm CRD# 304613
Series 65
Minimum Assets Required
$100,000
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.
Fee-Only, Based on Assets
Jeffrey M. Garton
JMG Wealth Management
Qualifications
CRD# 2645788
Firm CRD# 3870
Series 6, 63, 65
Minimum Assets Required
$250,000
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.
Fee-Based
Courtney Leffall
CFP®
LX Parker Wealth Management
Qualifications
CRD# 5211412
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$0
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.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Glen Smith
CFP®, CRPC®
GDS Wealth Management
Qualifications
CRD# 4801922
Firm CRD# 315934
Series 66
Minimum Assets Required
$1,000,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Fee-Only, Based on Assets
George Cattat
Four Oaks Financial LLC
Qualifications
CRD# 3073307
Firm CRD# 297287
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
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.
Fee-Based, Based on Assets
Justin Hall
CFP®
Good Life Asset Strategies, LLC
Qualifications
CRD# 6599260
Firm CRD# 165613
Series 65
Minimum Assets Required
$250,000
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.
Fee-Only, Hourly, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | BOWIE CAPITAL MANAGEMENT, LLC 740 E. Campbell Rd., Suite 830 Richardson, TX, 75081 | $798,287,473 | 20 | 8 | A Percentage of AUM, Performance Based |
2 | GENERATIONAL WEALTH ADVISORS 3400 North Central Expressway, Suite 100 Richardson, TX, 75080 | $282,559,722 | 567 | 23 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | CONSILIUM WEALTH ADVISORY, LLC 3400 North Central Expressway, Suite 110-202 Richardson, TX, 75080 | $222,094,845 | 491 | 5 | A Percentage of AUM, Fixed Fees |
4 | BLAND GARVEY WEALTH ADVISORS, LLC 2600 North Central Expressway, Suite 550 Richardson, TX, 75080 | $166,723,295 | 320 | 5 | A Percentage of AUM, Hourly charges |
5 | LD LOWE WEALTH ADVISORY 1100 East Campbell Road, Suite 200 Richardson, TX, 75081 | $113,679,430 | 718 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 171023
Assets Under Management $798,287,473
No. Of Clients20
Clients Per Financial Advisor3
BOWIE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Richardson, Texas. With a nearly $798M assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 135145
Assets Under Management $282,559,722
No. Of Clients567
Clients Per Financial Advisor25
GENERATIONAL WEALTH ADVISORS is a financial advisory firm situated in Richardson, Texas. With a nearly $283M assets under management, the firm specializes in crafting personalized retirement planning solutions for 567 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 164993
Assets Under Management $222,094,845
No. Of Clients491
Clients Per Financial Advisor98
CONSILIUM WEALTH ADVISORY, LLC is a financial advisory firm situated in Richardson, Texas. With a nearly $222M assets under management, the firm specializes in crafting personalized retirement planning solutions for 491 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 140066
Assets Under Management $166,723,295
No. Of Clients320
Clients Per Financial Advisor64
BLAND GARVEY WEALTH ADVISORS, LLC is a financial advisory firm situated in Richardson, Texas. With a nearly $167M assets under management, the firm specializes in crafting personalized retirement planning solutions for 320 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 136596
Assets Under Management $113,679,430
No. Of Clients718
Clients Per Financial Advisor80
LD LOWE WEALTH ADVISORY is a financial advisory firm situated in Richardson, Texas. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 718 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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