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Find Retirement Advisors for Retirement Planning in Sugar Land, Texas

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Sugar Land, Texas

Last Updated - May 15, 2025

Sugar Land has 7 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 Sugar Land, Texas have an average of 27 years of experience.

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List of Qualified Retirement Planning Advisors in Sugar Land, Texas

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Wealth Consulting Group
AIF^®

Qualifications
Firm CRD# 6413
Series 7, 8, 9, 10, 24, 63, 65

Minimum Assets Required
$250,000

Address

13310 University Blvd,
Suite 240,
Sugar Land, TX 77479 See Details

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

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VERIFIED

Doug Gibson
LUTCF^®
SMART Group Houston

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

Minimum Assets Required
$250,000

Address

4801 Woodway Dr,
Suite 305W,
Houston, TX 77056 See Details

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1331 Gemini Avenue,
Suite 200-A,
Houston, TX 77058 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Jeff Rhame
CFP^®
Rhame & Gorrell Wealth Management

Qualifications
CRD# 2516452
Firm CRD# 283027

Minimum Assets Required
$500,000

Address

1330 lake robbins dr,
suite 360,
The Woodlands, TX 77380 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

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Top 5 Retirement Planning firms in Sugar Land, Texas (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	206 Brooks Street, Sugar Land, TX, 77478-4212	$1,270,242,682	506	7	A percentage of AUM, Hourly charges, Fixed fees
2	2333 Town Center Drive, Suite 100 Sugar Land, TX, 77478-4175	$483,829,000	810	9	A percentage of AUM, Hourly charges, Fixed fees
3	1415 Lake Pointe Parkway, Sugar Land, TX, 77478	$127,196,111	202	2	A percentage of AUM
4	1650 Highway 6, Suite 250 Sugar Land, TX, 77478	$107,933,862	1585	27	A percentage of AUM, Hourly charges, Fixed fees
5	Town Center, 2245 Texas Drive, Suite 300 Sugar Land, TX, 77479	$91,740,044	10	5	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Sugar Land, Texas

KINGS PATH PARTNERS LLC

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QualificationsFirm CRD# 269876

Assets Under Management $1,270,242,682

No. Of Clients506

Clients Per Financial Advisor72

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 506 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
Selection for other advisors

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WJ INTERESTS, LLC

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QualificationsFirm CRD# 114381

Assets Under Management $483,829,000

No. Of Clients810

Clients Per Financial Advisor90

WJ INTERESTS, LLC is a financial advisory firm situated in Sugar Land, Texas. With a nearly $484M assets under management, the firm specializes in crafting personalized retirement planning solutions for 810 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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CHUNG WU INVESTMENT GROUP, LLC

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QualificationsFirm CRD# 170362

Assets Under Management $127,196,111

No. Of Clients202

Clients Per Financial Advisor101

CHUNG WU INVESTMENT GROUP, LLC is a financial advisory firm situated in Sugar Land, Texas. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 202 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses

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RWM CAPITAL, LLC

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QualificationsFirm CRD# 310635

Assets Under Management $107,933,862

No. Of Clients1585

Clients Per Financial Advisor59

RWM CAPITAL, LLC is a financial advisory firm situated in Sugar Land, Texas. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1585 clients. The team consists of 27 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
Selection for other advisors

View Full Profile

ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.

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QualificationsFirm CRD# 127140

Assets Under Management $91,740,044

No. Of Clients10

Clients Per Financial Advisor2

ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C. is a financial advisory firm situated in Sugar Land, Texas. With a nearly $92M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 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
Performance Based

Financial Planning Services

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

View Full Profile

Retirement Planners Near You

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.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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