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 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.
Round Rock has 4 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 Round Rock, Texas have an average of 32 years of experience.
Craig Larson
Chartered Life Underwriter (CLU®), CLU®
Larson Financial Advisors
Qualifications
CRD# 2026803
Firm CRD# 158618
Series 66
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, Investment Advice & Management, Insurance Products & Annuities
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Jerry McIlhon
Investment Advisor
Beck Capital Management LLC
Qualifications
CRD# 1730924
Firm CRD# 152705
Series 6, 63, 65
Minimum Assets Required
$250,000
Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses
Fee-Based, Commissions, Based on Assets
Qualifications
Firm CRD# 173194
Series 7, 63
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, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 105 E. Main Street, Round Rock, TX, 78664 | $145,267,497 | 462 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 100 E Main Street, Suite 101 Round Rock, TX, 78664 | $134,578,405 | 408 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 310 West Main Avenue, Round Rock, TX, 78664 | $118,732,187 | 550 | 5 | A percentage of AUM |
QualificationsFirm CRD# 153309
Assets Under Management $145,267,497
No. Of Clients462
Clients Per Financial Advisor77
TNT ASSET MANAGEMENT, LLC is a financial advisory firm situated in Round Rock, Texas. With a nearly $145M assets under management, the firm specializes in crafting personalized retirement planning solutions for 462 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155704
Assets Under Management $134,578,405
No. Of Clients408
Clients Per Financial Advisor82
GREENBELT INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Round Rock, Texas. With a nearly $135M assets under management, the firm specializes in crafting personalized retirement planning solutions for 408 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 312072
Assets Under Management $118,732,187
No. Of Clients550
Clients Per Financial Advisor110
RIA WEALTH ADVISORS, LLC is a financial advisory firm situated in Round Rock, Texas. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 550 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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.