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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 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 - April 25, 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

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

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

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advisor
vector.svg VERIFIED

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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

206 Brooks Street,
Sugar Land, TX, 77478-4212
$1,270,242,6825067
A percentage of AUM, Hourly charges, Fixed fees
2

2333 Town Center Drive, Suite 100
Sugar Land, TX, 77478-4175
$483,829,0008109
A percentage of AUM, Hourly charges, Fixed fees
3

1415 Lake Pointe Parkway,
Sugar Land, TX, 77478
$127,196,1112022
A percentage of AUM
4

1650 Highway 6, Suite 250
Sugar Land, TX, 77478
$107,933,862158527
A percentage of AUM, Hourly charges, Fixed fees
5

Town Center, 2245 Texas Drive, Suite 300
Sugar Land, TX, 77479
$91,740,044105
A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Sugar Land, Texas

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
View Full Profile

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
View Full Profile

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
View Full Profile

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

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

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