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Find Retirement Advisors for Retirement Planning in Sugar Land, 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 Sugar Land, Texas

Last Updated - April 10, 2024

Sugar Land has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Sugar Land, Texas have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Sugar Land, Texas

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Chance Vogel
CRPS®, CRPC®
Edelman Financial Engines, LLC

Qualifications
CRD# 2800255
Firm CRD# 104510
Series 65, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
Firm CRD# 6413
Series 7, 8, 9, 10, 24, 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 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-Based, Hourly, Commissions, Flat Fee, Based on Assets

advisor-photo
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Doug Gibson
LUTCF®
SMART Group Houston

Qualifications
CRD# 5626771
Firm CRD# 29087
Series 6, 7, 63, 66

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 Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based

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Matthew Goff
76784
The Goff Financial Group

Qualifications
CRD# 2390431
Firm CRD# 114796

Minimum Assets Required
$500,000

Advisory Services:

Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

advisor-photo
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Alex Shurin
CFP®, ChFC®
Edelman Financial Engines, LLC

Qualifications
CRD# 4425226
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

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

Compensation/Fee

Fee-Based

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Quotient Wealth Partners
CPA, CFP®, CFA®

Qualifications
Firm CRD# 326819

Minimum Assets Required
$500,000

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-Based, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Jeff Rhame
CFP®
Rhame & Gorrell Wealth Management

Qualifications
CRD# 2516452
Firm CRD# 283027

Minimum Assets Required
$500,000

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, Based on Assets

Top 4 Retirement Planning firms in Sugar Land, Texas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
KINGS PATH PARTNERS LLC
206 Brooks Street,
Sugar Land, TX, 77478-4212
$981,284,8733907
A Percentage of AUM, Hourly charges, Fixed Fees
2
WJ INTERESTS, LLC
2333 Town Center Drive, Suite 100
Sugar Land, TX, 77478-4175
$426,714,0007889
A Percentage of AUM, Hourly charges, Fixed Fees
3
RWM CAPITAL, LLC
1650 Highway 6, Suite 250
Sugar Land, TX, 77478
$106,988,95567611
A Percentage of AUM, Hourly charges, Fixed Fees
4
ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.
Town Center, 2245 Texas Drive, Suite 300
Sugar Land, TX, 77479
$61,635,875145
A Percentage of AUM, Fixed Fees, Performance Based

Information on Top Retirement Planning firms in Sugar Land, Texas

QualificationsFirm CRD# 269876

Assets Under Management $981,284,873

No. Of Clients390

Clients Per Financial Advisor56

KINGS PATH PARTNERS LLC is a financial advisory firm situated in Sugar Land, Texas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 390 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 114381

Assets Under Management $426,714,000

No. Of Clients788

Clients Per Financial Advisor88

WJ INTERESTS, LLC is a financial advisory firm situated in Sugar Land, Texas. With a nearly $427M assets under management, the firm specializes in crafting personalized retirement planning solutions for 788 clients. The team consists of 9 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 310635

Assets Under Management $106,988,955

No. Of Clients676

Clients Per Financial Advisor61

RWM CAPITAL, LLC is a financial advisory firm situated in Sugar Land, Texas. With a nearly $107M assets under management, the firm specializes in crafting personalized retirement planning solutions for 676 clients. The team consists of 11 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 127140

Assets Under Management $61,635,875

No. Of Clients14

Clients Per Financial Advisor3

ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C. is a financial advisory firm situated in Sugar Land, Texas. With a nearly $62M assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

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