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Find Retirement Advisors for Retirement Planning in Wichita Falls, 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 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.

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Top 3 Retirement Planning firms in Wichita Falls, Texas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
SENTRY MANAGEMENT INC
5 Eureka Circle, Suite E
Wichita Falls, TX, 76308-2900
$9,979,226,3731125
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
$105,652,885693
A Percentage of AUM
3
PERSONAL MONEY PLANNING, LLC
4245 Kemp Blvd Suite 1007,
Wichita Falls, TX, 76308-2822
$103,747,0656045
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Wichita Falls, Texas

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (TRANSACTION BASED FEE ON MUNICIPAL BOND ISSUES)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
  • Security Rating
  • Educational Seminars/ Workshops
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops
View Full Profile

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