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

Last Updated - March 28, 2026

Addison has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Addison, Texas have an average of 39 years of experience.

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List of Qualified Retirement Planning Advisors in Addison, Texas

VERIFIED

Zach Allen
Edelman Financial Engines, LLC - tariktest

Qualifications
CRD# 5059261
Firm CRD# 105644
Series 7, 66

Minimum Assets Required
$100,000

Address

17177 Preston Road,
Suite 360,
Dallas, TX 75248 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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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

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VERIFIED

Courtney Leffall
CFP^®
LX Parker Wealth Management

Qualifications
CRD# 5211412
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$200,000

Address

300 East Davis Street,
Suite 112,
McKinney, TX 75071 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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

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

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Top 8 Retirement Planning firms in Addison, Texas (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	15725 North Dallas Parkway, Suite 230 Addison, TX, 75001	$697,788,039	3	17	A percentage of AUM, Performance Based, Other (% OF INITIAL INVESTMENT COSTS)
2	5057 Keller Springs Road, Suite 650 Addison, TX, 75001	$360,380,987	9	120	A percentage of AUM, Performance Based
3	15455 Dallas Parkway, Suite 1080 Addison, TX, 75001	$310,460,586	287	5	A percentage of AUM
4	15725 North Dallas Parkway, Suite 230 Addison, TX, 75001	$233,404,197	4	17	A percentage of AUM, Performance Based, Other (% OF INITIAL INVESTMENT COSTS)
5	14275 Midway Road, Suite 138 Addison, TX, 75001	$150,144,000	324	3	A percentage of AUM
6	15301 Spectrum Drive, Suite 115 Addison, TX, 75001	$127,000,000	240	7	A percentage of AUM, Hourly charges, Fixed fees
7	16415 Addison Road, Suite 312 Addison, TX, 75001	$99,828,000	21	2	A percentage of AUM, Fixed fees
8	15455 Dallas Pkwy, Ste 1080b Addison, TX, 75001	$0	0	4	A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Addison, Texas

PCIM REALTY ADVISORS, LLC

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QualificationsFirm CRD# 313281

Assets Under Management $697,788,039

No. Of Clients3

Clients Per Financial Advisor0

PCIM REALTY ADVISORS, LLC is a financial advisory firm situated in Addison, Texas. With a nearly $698M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based
Other (% OF INITIAL INVESTMENT COSTS)

Financial Planning Services

Portfolio management for pooled investment vehicles

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FOUNDATION ENERGY MANAGEMENT

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QualificationsFirm CRD# 161141

Assets Under Management $360,380,987

No. Of Clients9

Clients Per Financial Advisor0

FOUNDATION ENERGY MANAGEMENT is a financial advisory firm situated in Addison, Texas. With a nearly $360M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 120 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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MGB WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 307995

Assets Under Management $310,460,586

No. Of Clients287

Clients Per Financial Advisor57

MGB WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Addison, Texas. With a nearly $310M assets under management, the firm specializes in crafting personalized retirement planning solutions for 287 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

Financial Planning Services

Portfolio management for individuals and/or small businesses

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PHOENIX CAPITAL REALTY ADVISORS, LLC

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QualificationsFirm CRD# 161129

Assets Under Management $233,404,197

No. Of Clients4

Clients Per Financial Advisor0

PHOENIX CAPITAL REALTY ADVISORS, LLC is a financial advisory firm situated in Addison, Texas. With a nearly $233M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based
Other (% OF INITIAL INVESTMENT COSTS)

Financial Planning Services

Portfolio management for pooled investment vehicles

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WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC

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QualificationsFirm CRD# 144172

Assets Under Management $150,144,000

No. Of Clients324

Clients Per Financial Advisor108

WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC is a financial advisory firm situated in Addison, Texas. With a nearly $150M assets under management, the firm specializes in crafting personalized retirement planning solutions for 324 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 and/or small businesses

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SPECTRUM ADVISORS, INC.

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QualificationsFirm CRD# 114805

Assets Under Management $127,000,000

No. Of Clients240

Clients Per Financial Advisor34

SPECTRUM ADVISORS, INC. is a financial advisory firm situated in Addison, Texas. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 240 clients. The team consists of 7 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

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FOCUS 401 (K) GROUP, LLC

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QualificationsFirm CRD# 172217

Assets Under Management $99,828,000

No. Of Clients21

Clients Per Financial Advisor11

FOCUS 401 (K) GROUP, LLC is a financial advisory firm situated in Addison, Texas. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 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
Fixed fees

Financial Planning Services

Pesnsion consulting services

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REDWOOD FAMILY WEALTH LLC

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QualificationsFirm CRD# 334013

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

REDWOOD FAMILY WEALTH LLC is a financial advisory firm situated in Addison, Texas. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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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