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Find Retirement Advisors for Retirement Planning in Magnolia, 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 Magnolia, Texas
Last Updated - May 3, 2025Magnolia has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 25 non-vetted advisors in your local area. These retirement advisors in Magnolia, Texas have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Magnolia, Texas
VERIFIEDJeff 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDDoug 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Magnolia, Texas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 21 Waterway Avenue, Suite 225 The Woodlands, TX, 77380-3099 | $2,178,152,496 | 22 | 17 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 2 | 24 Waterway Ave, Ste 400 The Woodlands, TX, 77380 | $1,823,646,056 | 8 | 22 | A percentage of AUM, Performance Based |
| 3 | 1725 Hughes Landing Blvd, Suite 845 The Woodlands, TX, 77380 | $1,304,332,863 | 265 | 4 | A percentage of AUM |
| 4 | 1330 Lake Robbins Drive, Suite 360 The Woodlands, TX, 77380 | $806,679,903 | 1951 | 17 | A percentage of AUM |
| 5 | 2829 Technology Forest Boulevard, Suite 300 The Woodlands, TX, 77381-3913 | $780,349,511 | 2039 | 16 | A percentage of AUM, Fixed fees |
| 6 | 9595 Six Pines Dr., Suite 8210 The Woodlands, TX, 77380 | $720,717,075 | 46 | 1 | A percentage of AUM, Fixed fees |
| 7 | 21 Waterway, Suite 500 The Woodlands, TX, 77380 | $552,789,475 | 948 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 1790 Hughes Landing Blvd, Suite 575 The Woodlands, TX, 77380 | $513,325,252 | 1717 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 10200 Grogan'S Mill Road, Suite 340 The Woodlands, TX, 77380 | $502,118,628 | 675 | 4 | A percentage of AUM |
| 10 | 9303 New Trails Drive, Suite 450 The Woodlands, TX, 77381 | $495,605,416 | 865 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 224 Ed English Dr., Suite A The Woodlands, TX, 77385 | $463,185,350 | 2561 | 11 | A percentage of AUM, Fixed fees |
| 12 | 2170 Buckthorne Pl, Suite 320 The Woodlands, TX, 77380 | $437,257,379 | 4 | 6 | Performance Based |
| 13 | 4526 Research Forest Dr., Suite 240 The Woodlands, TX, 77381 | $409,460,174 | 875 | 8 | Hourly charges, Fixed fees |
| 14 | 4840 W. Panther Creek, Suite 210, The Woodlands, TX, 77381-6647 | $407,235,039 | 906 | 6 | A percentage of AUM |
| 15 | 1790 Hughes Landing, Suite 575, The Woodlands, TX, 77380 | $406,119,064 | 1386 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Magnolia, Texas
QualificationsFirm CRD# 158263
Assets Under Management $2,178,152,496
No. Of Clients22
Clients Per Financial Advisor1
EW HEALTHCARE PARTNERS is a financial advisory firm situated in The Woodlands, Texas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)
QualificationsFirm CRD# 156791
Assets Under Management $1,823,646,056
No. Of Clients8
Clients Per Financial Advisor0
ROCKLAND CAPITAL, LP is a financial advisory firm situated in The Woodlands, Texas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 22 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 pooled investment vehicles
QualificationsFirm CRD# 284852
Assets Under Management $1,304,332,863
No. Of Clients265
Clients Per Financial Advisor66
QUATTRO FINANCIAL ADVISORS is a financial advisory firm situated in The Woodlands, Texas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 265 clients. The team consists of 4 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
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 283027
Assets Under Management $806,679,903
No. Of Clients1951
Clients Per Financial Advisor115
RHAME & GORRELL WEALTH MANAGEMENT is a financial advisory firm situated in The Woodlands, Texas. With a nearly $807M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1951 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 134242
Assets Under Management $780,349,511
No. Of Clients2039
Clients Per Financial Advisor127
AVION WEALTH is a financial advisory firm situated in The Woodlands, Texas. With a nearly $780M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2039 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 168009
Assets Under Management $720,717,075
No. Of Clients46
Clients Per Financial Advisor46
ERGUZ, LLC is a financial advisory firm situated in The Woodlands, Texas. With a nearly $721M assets under management, the firm specializes in crafting personalized retirement planning solutions for 46 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 164975
Assets Under Management $552,789,475
No. Of Clients948
Clients Per Financial Advisor95
WATERWAY WEALTH MANAGEMENT, L.L.C. is a financial advisory firm situated in The Woodlands, Texas. With a nearly $553M assets under management, the firm specializes in crafting personalized retirement planning solutions for 948 clients. The team consists of 10 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
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 143543
Assets Under Management $513,325,252
No. Of Clients1717
Clients Per Financial Advisor429
BELLATORE FINANCIAL, INC. is a financial advisory firm situated in The Woodlands, Texas. With a nearly $513M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1717 clients. The team consists of 4 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
QualificationsFirm CRD# 154238
Assets Under Management $502,118,628
No. Of Clients675
Clients Per Financial Advisor169
CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in The Woodlands, Texas. With a nearly $502M assets under management, the firm specializes in crafting personalized retirement planning solutions for 675 clients. The team consists of 4 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
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 112486
Assets Under Management $495,605,416
No. Of Clients865
Clients Per Financial Advisor124
IAS WEALTH MANAGEMENT, INC. is a financial advisory firm situated in The Woodlands, Texas. With a nearly $496M assets under management, the firm specializes in crafting personalized retirement planning solutions for 865 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
- Other (INVESTMENT CONSULTATION FOR INDIVIDUALS)
QualificationsFirm CRD# 291465
Assets Under Management $463,185,350
No. Of Clients2561
Clients Per Financial Advisor233
OUTLOOK WEALTH ADVISORS, LLC is a financial advisory firm situated in The Woodlands, Texas. With a nearly $463M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2561 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 309456
Assets Under Management $437,257,379
No. Of Clients4
Clients Per Financial Advisor1
QVIDTVM MANAGEMENT LLC is a financial advisory firm situated in The Woodlands, Texas. With a nearly $437M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 297658
Assets Under Management $409,460,174
No. Of Clients875
Clients Per Financial Advisor109
THE SUM is a financial advisory firm situated in The Woodlands, Texas. With a nearly $409M assets under management, the firm specializes in crafting personalized retirement planning solutions for 875 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 142654
Assets Under Management $407,235,039
No. Of Clients906
Clients Per Financial Advisor151
PEIRCE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in The Woodlands, Texas. With a nearly $407M assets under management, the firm specializes in crafting personalized retirement planning solutions for 906 clients. The team consists of 6 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
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 148406
Assets Under Management $406,119,064
No. Of Clients1386
Clients Per Financial Advisor116
HFG WEALTH MANAGEMENT, LLC is a financial advisory firm situated in The Woodlands, Texas. With a nearly $406M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1386 clients. The team consists of 12 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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.