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Find Retirement Advisors for Retirement Planning in Weatherford, 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 Weatherford, Texas

Last Updated - April 25, 2025

Weatherford has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Weatherford, Texas have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Weatherford, Texas

VERIFIED

BentOak Capital

Qualifications
CRD# 6656223
Firm CRD# 173563

Minimum Assets Required
$0

Address

201 Fort Worth Hwy,
Weatherford, TX 76086 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 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, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Bridget E. Palmer
CRPC^®, ChFC^®
Palmer Wealth Group

Qualifications
CRD# 6411450
Firm CRD# 8032
Series 7, 66

Minimum Assets Required
$0

Address

201 American Concourse, Suite 310,
Fort Worth, TX 76106 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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Michelle Vargas
CFP^®
Waymaker Financial Planning

Qualifications
CRD# 2441702
Firm CRD# 308177

Minimum Assets Required
Not Specified

Address

1751 River Run Suite 200,
Fort Worth, TX 76107 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Justin Hall
CFP^®
Good Life Asset Strategies, LLC

Qualifications
CRD# 6599260
Firm CRD# 165613
Series 65

Minimum Assets Required
$200,000

Address

1401 Jones Street,
Suite 210,
Fort Worth, TX 76102 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Glen Smith
CFP^®, CRPC^®
GDS Wealth Management

Qualifications
CRD# 4801922
Firm CRD# 315934
Series 66

Minimum Assets Required
$1,000,000

Address

2910 Lakeside Village Blvd,
Flower Mound, TX 75022 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

J.K. Financial, Inc. John Kvale
CFP^®, CFA^®
J.K. Financial, Inc.

Qualifications
CRD# 2047457
Firm CRD# 114929

Minimum Assets Required
$1,000,000

Address

8222 Douglas Avenue,
Suite 590,
Dallas, TX 75225 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts

Compensation/Fee

Fee-Only

Find An Advisor

VERIFIED

Ascent Capital Partners

Qualifications
CRD# 5979802
Firm CRD# 291218

Minimum Assets Required
$3,000,000

Address

5956 Sherry Lane, 20th Floor,
Dallas, TX 75225 See Details

Advisory Services:

Compensation/Fee

Fee-Only

Find An Advisor

VERIFIED

Retirement Planners of America

Qualifications
Firm CRD# 157222

Minimum Assets Required
$100,000

Address

2820 Dallas Parkway,
Plano, TX 75093 See Details

Advisory Services:

Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Dash Investments

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

Address

4849 Greenville Avenue,
Ste 100,
Dallas, TX 75206 See Details

Advisory Services:

Compensation/Fee

Fee-Only

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

13727 Noel Road Tower 2,
Suite 1075,
Dallas, TX 75240 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

Top 2 Retirement Planning firms in Weatherford, Texas (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	201 Ft. Worth Hwy., Weatherford, TX, 76086	$472,998,528	1289	15	A percentage of AUM, Hourly charges, Fixed fees
2	3851 Fort Worth Hwy, Weatherford, TX, 76087	$112,000,000	291	2	A percentage of AUM

Information on Top Retirement Planning firms in Weatherford, Texas

BENTOAK CAPITAL

Find an Advisor

QualificationsFirm CRD# 173563

Assets Under Management $472,998,528

No. Of Clients1289

Clients Per Financial Advisor86

BENTOAK CAPITAL is a financial advisory firm situated in Weatherford, Texas. With a nearly $473M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1289 clients. The team consists of 15 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
Education seminars/workshops

View Full Profile

RYDAR EQUITIES, INC.

Find an Advisor

QualificationsFirm CRD# 154086

Assets Under Management $112,000,000

No. Of Clients291

Clients Per Financial Advisor146

RYDAR EQUITIES, INC. is a financial advisory firm situated in Weatherford, Texas. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 291 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

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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