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.
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.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 6413
Series 7, 8, 9, 10, 24, 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 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
Doug Gibson
LUTCF®
SMART Group Houston
Qualifications
CRD# 5626771
Firm CRD# 29087
Series 6, 7, 63, 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, 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
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Jeff Rhame
CFP®
Rhame & Gorrell Wealth Management
Qualifications
CRD# 2516452
Firm CRD# 283027
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-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
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 |
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.
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.
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.
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.
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.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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