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.
Austin has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Austin, Texas have an average of 32 years of experience.
Jerry McIlhon
Investment Advisor
Beck Capital Management LLC
Qualifications
CRD# 1730924
Firm CRD# 152705
Series 6, 63, 65
Minimum Assets Required
$250,000
Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses
Fee-Based, Commissions, Based on Assets
Qualifications
Firm CRD# 173194
Series 7, 63
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, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Craig Larson
Chartered Life Underwriter (CLU®), CLU®
Larson Financial Advisors
Qualifications
CRD# 2026803
Firm CRD# 158618
Series 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, Investment Advice & Management, 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 | 4407 Bee Cave Road, Suite 513 West Lake Hills, TX, 78746-6496 | $798,274,634 | 8 | 2 | A percentage of AUM, Performance Based |
2 | 3839 Bee Caves Rd, Suite 120 West Lake Hills, TX, 78746 | $300,000,000 | 715 | 8 | A percentage of AUM, Hourly charges, Fixed fees, Other (FEES THAT MAY BE A PERCENTAGE OF CLIENT GROSS INCOME/NET WORTH.) |
3 | 4407 Bee Cave Rd., Suite 421 West Lake Hills, TX, 78746 | $250,378,896 | 504 | 5 | A percentage of AUM, Fixed fees, Performance Based |
4 | 4407 Bee Cave Road, Suite 513 West Lake Hills, TX, 78746-6496 | $116,270,544 | 6 | 4 | A percentage of AUM, Performance Based |
QualificationsFirm CRD# 161471
Assets Under Management $798,274,634
No. Of Clients8
Clients Per Financial Advisor4
PABRAI INVESTMENT FUNDS is a financial advisory firm situated in West Lake Hills, Texas. With a nearly $798M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 115371
Assets Under Management $300,000,000
No. Of Clients715
Clients Per Financial Advisor89
ELTEKON ADVISORS, LLC. is a financial advisory firm situated in West Lake Hills, Texas. With a nearly $300M assets under management, the firm specializes in crafting personalized retirement planning solutions for 715 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 152590
Assets Under Management $250,378,896
No. Of Clients504
Clients Per Financial Advisor101
AVONDALE WEALTH MANAGEMENT LLC is a financial advisory firm situated in West Lake Hills, Texas. With a nearly $250M assets under management, the firm specializes in crafting personalized retirement planning solutions for 504 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 283147
Assets Under Management $116,270,544
No. Of Clients6
Clients Per Financial Advisor2
DHANDHO FUNDS LLC is a financial advisory firm situated in West Lake Hills, Texas. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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