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

Last Updated - June 5, 2025

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.

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List of Qualified Retirement Planning Advisors in Austin, Texas

advisor
vector.svg VERIFIED

Jerry McIlhon
Investment Advisor
Beck Capital Management LLC

Qualifications
CRD# 1730924
Firm CRD# 152705
Series 6, 63, 65

Minimum Assets Required
$250,000

Advisory Services:

Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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advisor

Qualifications
Firm CRD# 173194
Series 7, 63

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Craig Larson
Chartered Life Underwriter (CLU®), CLU®
Larson Financial Advisors

Qualifications
CRD# 2026803
Firm CRD# 158618
Series 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, Investment Advice & Management, 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

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Top 4 Retirement Planning firms in Austin, Texas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

4407 Bee Cave Road, Suite 513
West Lake Hills, TX, 78746-6496
$798,274,63482
A percentage of AUM, Performance Based
2

3839 Bee Caves Rd, Suite 120
West Lake Hills, TX, 78746
$300,000,0007158
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
$250,378,8965045
A percentage of AUM, Fixed fees, Performance Based
4

4407 Bee Cave Road, Suite 513
West Lake Hills, TX, 78746-6496
$116,270,54464
A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Austin, Texas

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.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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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.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (FEES THAT MAY BE A PERCENTAGE OF CLIENT GROSS INCOME/NET WORTH.)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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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.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

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.

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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