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 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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | SATHER FINANCIAL GROUP, INC. 120 E. Constitution St, Victoria, TX, 77901 | $1,700,650,261 | 394 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | KMH WEALTH MANAGEMENT, LLC 101 South Main St. Suite 300, Victoria, TX, 77901-8142 | $607,039,134 | 1205 | 11 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 109344
Assets Under Management $1,700,650,261
No. Of Clients394
Clients Per Financial Advisor56
SATHER FINANCIAL GROUP, INC. is a financial advisory firm situated in Victoria, Texas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 394 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111610
Assets Under Management $607,039,134
No. Of Clients1205
Clients Per Financial Advisor110
KMH WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Victoria, Texas. With a nearly $607M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1205 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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