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.
Round Rock has 5 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 26 years of experience.
Spencer Corzine
CFP®
AVH Invest
Qualifications
CRD# 2940880
Firm CRD# 10205
Series 7, 24, 55, 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, Hourly, Commissions, Flat Fee, Based on Assets
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
Kay Russell
AAMS®
Edelman Financial Engines, LLC
Qualifications
CRD# 5606019
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Qualifications
Firm CRD# 288199
Series 65
Minimum Assets Required
$250,000
Financial Planning, 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, Insurance Products & Annuities.
Fee-Only, Flat Fee, Based on Assets
Jerry McIlhon
Investment Advisor
Beck Capital Management LLC
Qualifications
CRD# 1730924
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
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | GREENBELT INVESTMENT ADVISORS, LLC 100 E Main Street, Suite 101 Round Rock, TX, 78664 | $115,314,278 | 379 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | VANNOY ADVISORY GROUP, INC. 1000 Heritage Center Circle, Round Rock, TX, 78664 | $112,731,098 | 219 | 2 | A Percentage of AUM, Fixed Fees |
3 | RIA WEALTH ADVISORS, LLC 310 West Main Avenue, Round Rock, TX, 78664 | $110,024,352 | 539 | 5 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 155704
Assets Under Management $115,314,278
No. Of Clients379
Clients Per Financial Advisor76
GREENBELT INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Round Rock, Texas. With a nearly $115M assets under management, the firm specializes in crafting personalized retirement planning solutions for 379 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 145806
Assets Under Management $112,731,098
No. Of Clients219
Clients Per Financial Advisor110
VANNOY ADVISORY GROUP, INC. is a financial advisory firm situated in Round Rock, Texas. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 219 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 312072
Assets Under Management $110,024,352
No. Of Clients539
Clients Per Financial Advisor108
RIA WEALTH ADVISORS, LLC is a financial advisory firm situated in Round Rock, Texas. With a nearly $110M assets under management, the firm specializes in crafting personalized retirement planning solutions for 539 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.