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 | SENTRY MANAGEMENT INC 5 Eureka Circle, Suite E Wichita Falls, TX, 76308-2900 | $9,979,226,373 | 112 | 5 | A Percentage of AUM, Fixed Fees, Other (TRANSACTION BASED FEE ON MUNICIPAL BOND ISSUES) |
2 | MERCANTILE INVESTMENT ADVISORS 901 Indiana Ave, Suite 450 Wichita Falls, TX, 76301 | $105,652,885 | 69 | 3 | A Percentage of AUM |
3 | PERSONAL MONEY PLANNING, LLC 4245 Kemp Blvd Suite 1007, Wichita Falls, TX, 76308-2822 | $103,747,065 | 604 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 107379
Assets Under Management $9,979,226,373
No. Of Clients112
Clients Per Financial Advisor22
SENTRY MANAGEMENT INC is a financial advisory firm situated in Wichita Falls, Texas. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 112 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 165094
Assets Under Management $105,652,885
No. Of Clients69
Clients Per Financial Advisor23
MERCANTILE INVESTMENT ADVISORS is a financial advisory firm situated in Wichita Falls, Texas. With a nearly $106M assets under management, the firm specializes in crafting personalized retirement planning solutions for 69 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 112178
Assets Under Management $103,747,065
No. Of Clients604
Clients Per Financial Advisor121
PERSONAL MONEY PLANNING, LLC is a financial advisory firm situated in Wichita Falls, Texas. With a nearly $104M assets under management, the firm specializes in crafting personalized retirement planning solutions for 604 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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