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Retirement plan consulting in Dallas, TX

44 advisers in Dallas offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 44

Ackerman Capital Management5956 Sherry Lane, Suite 1600 · Dallas, TX 75225 · (214) 361-5383 · Financial planningCRD 123824 · % of assets, Fixed fees, Performance-based fees · $604.0 million AUMSEC registeredNo commissions reportedAdvisor Resource Council15110 Dallas Parkway, Suite 500 · Dallas, TX 75248 · (972) 421-1360 · Financial planningCRD 164109 · % of assets, Hourly charges, Fixed fees · $3.5 billion AUMSEC registeredNo commissions reportedAnnandale Capital, LLC2626 Cole Avenue, Suite 700 · Dallas, TX 75204 · (214) 523-5000 · Flat / fixed feesCRD 136667 · % of assets, Fixed fees, Performance-based fees · $1.6 billion AUMSEC registeredNo commissions reportedApeiron10000 North Central Expressway, Suite 700 · Dallas, TX 75231 · (972) 421-2068 · Financial planningCRD 289273 · % of assets, Hourly charges, Fixed fees · $852.0 million AUMSEC registeredNo commissions reportedApplewhite & Buys Financial Advisors13355 Noel Rd, Suite 1100 · Dallas, TX 75240 · (214) 710-2498 · Financial planningCRD 169799 · % of assets, Hourly charges, Fixed fees · $153.1 million AUMSEC registeredNo commissions reportedArtham Advisors8989 Harry Hines Blvd. · Dallas, TX 75235 · (214) 471-5051 · Financial planningCRD 318709 · % of assets, Hourly charges, Fixed fees · $21.5 million AUMState registeredNo commissions reportedBalefire, LLC14221 Dallas Parkway, Suite 100 · Dallas, TX 75254 · (972) 361-1001 · Financial planningCRD 168733 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedBeaird Harris5005 Lyndon B Johnson Fwy, Ste 1700 · Dallas, TX 75244 · (972) 503-1040 · Financial planningCRD 107238 · % of assets, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedBfg Wealth Management LLC3838 Oak Lawn Ave, Ste 1000 · Dallas, TX 75219 · (469) 995-8970 · Financial planningCRD 299406 · % of assets, Fixed fees · $38.3 million AUMState registeredNo commissions reportedBurford Brothers, INC.7001 Preston Road, Suite 405 · Dallas, TX 75205 · (214) 523-2333 · % of assets managedCRD 306574 · % of assets · $440.2 million AUMSEC registeredNo commissions reported
Cmh Wealth Management17304 Preston Road, Suite 1350 · Dallas, TX 75252 · (214) 692-5878 · Financial planningCRD 325543 · % of assets, Fixed fees · $101.1 million AUMState registeredNo commissions reportedCommerce Street Investment Management1445 Ross Avenue, Suite 2700 · Dallas, TX 75202 · (214) 545-6800 · Flat / fixed feesCRD 144278 · % of assets, Fixed fees, Performance-based fees · $891.3 million AUMSEC registeredNo commissions reportedDelos Private Client Group, LLC1845 Woodall Rodgers Fwy, Suite 1000 · Dallas, TX 75201 · (972) 810-1610 · Financial planningCRD 300734 · % of assets, Hourly charges, Subscription fees · $185.6 million AUMSEC registeredNo commissions reportedDouble Eagle Wealth Management LLC5960 Berkshire Lane, 6th Floor · Dallas, TX 75225 · (214) 814-4978 · Financial planningCRD 330398 · % of assets, Fixed fees · $108.6 million AUMSEC registeredNo commissions reportedEq Wealth Advisors10000 North Central Express Way, Suite 1350 · Dallas, TX 75231 · (214) 389-6750 · Financial planningCRD 322294 · % of assets · $617.0 million AUMSEC registeredNo commissions reportedFluent Financial, LLC14800 Landmark Blvd., Suite 848 · Dallas, TX 75254 · (972) 852-4800 · Financial planningCRD 170041 · % of assets, Hourly charges, Fixed fees · $329.7 million AUMSEC registeredNo commissions reportedFondren Oaks Capital Management3100 Monticello, Ste. 830 · Dallas, TX 75205 · (214) 484-3073 · Financial planningCRD 290726 · % of assets, Hourly charges, Fixed fees · $22.8 million AUMState registeredNo commissions reportedFreeman Wealth Management2626 Cole Ave, Ste 300 · Dallas, TX 75204 · (817) 909-1115 · Financial planningCRD 333431 · % of assets, Fixed fees · $52.0 million AUMState registeredNo commissions reportedFs Financial Advisors, LLC8350 N. Central Expressway, Suite 206 · Dallas, TX 75206 · (214) 763-5167 · Financial planningCRD 299823 · % of assets, Hourly charges, Fixed fees · $17.2 million AUMState registeredNo commissions reportedHg Tailored Financial Services14180 Dallas Parkway, Suite 500 · Dallas, TX 75254 · (972) 332-4868 · Financial planningCRD 317598 · % of assets, Hourly charges · $79.3 million AUMState registeredNo commissions reportedHilltop Securities INC.717 N. Harwood Street, Suite 3400 · Dallas, TX 75201 · (214) 953-4000 · Financial planningCRD 6220 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedIntegrity Advisory Solutions1445 Ross Ave FL 55 · Dallas, TX 75202 · (214) 919-2165 · Financial planningCRD 288817 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedIntegrity Private Wealth Advisors, LLC5956 Sherry Ln, Suite 2000 · Dallas, TX 75225 · (214) 729-1460 · Financial planningCRD 299046 · % of assets · $54.1 million AUMState registeredNo commissions reportedIsc Advisors, INC.3500 Oak Lawn Ave, Ste 400 · Dallas, TX 75219 · (214) 520-1115 · Financial planningCRD 166586 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedJ.e. Simmons & CO., P.C.15770 N. Dallas Parkway, Suite 150 · Dallas, TX 75248 · (972) 404-1040 · Financial planningCRD 108789 · % of assets, Hourly charges, Fixed fees · $213.1 million AUMSEC registeredNo commissions reportedL & B Realty Advisors, LLP5910 North Central Expressway, Suite 1200 · Dallas, TX 75206 · (214) 989-0800 · % of assets managedCRD 136654 · % of assets, Performance-based fees · $218,557 AUMSEC registeredNo commissions reportedLevel Four Advisory Services12400 Coit Road, Suite 700 · Dallas, TX 75251 · (972) 665-0878 · Financial planningCRD 134086 · % of assets, Hourly charges, Fixed fees · $6.5 billion AUMSEC registeredNo commissions reportedMessina Wealth Management, LLC5960 Berkshire Lane, 6th Floor · Dallas, TX 75225 · (214) 945-0072 · Financial planningCRD 332216 · % of assets, Hourly charges, Fixed fees · $72.0 million AUMState registeredNo commissions reportedPrincipia Wealth Advisory, LLC13355 Noel Rd. Ste 1100 · Dallas, TX 75240 · (214) 775-0899 · Financial planningCRD 152678 · % of assets, Hourly charges, Fixed fees · $225.0 million AUMSEC registeredNo commissions reportedProbity Advisors, INC.10000 N. Central Expressway, Suite 1326 · Dallas, TX 75231 · (214) 891-8131 · Financial planningCRD 121849 · % of assets, Hourly charges, Fixed fees · $859.4 million AUMSEC registeredNo commissions reportedRetirement Advisors, LLC17250 Dallas Parkway · Dallas, TX 75248 · (972) 371-0545 · Hourly feesCRD 147701 · % of assets, Hourly charges, Fixed fees · $186.4 million AUMSEC registeredNo commissions reportedRoserock Wealth Management, LLC5950 Sherry Lane, Suite 201 · Dallas, TX 75225 · (214) 220-8989 · Financial planningCRD 288088 · % of assets, Fixed fees · $275.0 million AUMSEC registeredNo commissions reportedSammons Wealth12720 Hillcrest Road, Suite 600 · Dallas, TX 75230 · (972) 440-1194 · Financial planningCRD 286284 · % of assets, Fixed fees · $64.4 million AUMState registeredNo commissions reportedShade Tree Partners LLC13140 Coit, 115 · Dallas, TX 75240 · (214) 620-8201 · Financial planningCRD 150865 · % of assets, Fixed fees, Performance-based fees · $63.0 million AUMState registeredNo commissions reportedSpringwood Financial Advisors4100 Spring Valley Road, Suite 657 · Dallas, TX 75244 · (972) 386-5444 · Financial planningCRD 131190 · % of assets, Hourly charges, Fixed fees · $23.8 million AUMState registeredNo commissions reportedStrata Wealth Advisors, LLC8750 N. Central Expressway, Suite 1875 · Dallas, TX 75231 · (214) 420-7020 · Financial planningCRD 285973 · % of assets, Fixed fees · $886.1 million AUMSEC registeredNo commissions reportedTexas Capital Bank Private Wealth Advisors2000 McKinney Avenue, Suite 700 · Dallas, TX 75201 · (945) 229-5873 · Financial planningCRD 298422 · % of assets, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reportedThird Generation Capital Management8150 N. Central Expressway, Suite M1130 · Dallas, TX 75206 · (817) 694-0556 · Financial planningCRD 300367 · % of assets, Fixed fees, Performance-based feesState registeredNo commissions reportedThree Bell Capital LLC1925 Cedar Springs Road, Suite 102 · Dallas, TX 75201 · (650) 843-9836 · Financial planningCRD 159736 · % of assets, Fixed fees, Performance-based fees · $5.1 billion AUMSEC registeredNo commissions reportedTkc Wealth Management LLC12900 Preston Road, Suite 700 · Dallas, TX 75230 · (214) 389-2000 · % of assets managedCRD 158498 · % of assets · $138.6 million AUMSEC registeredNo commissions reportedTrue North Advisors, LLC3131 Turtle Creek, Suite 1300 · Dallas, TX 75219 · (214) 360-7300 · Financial planningCRD 116048 · % of assets, Fixed fees, Performance-based fees · $5.4 billion AUMSEC registeredNo commissions reportedUpspring Capital LLC4141 Office Parkway · Dallas, TX 75204 · (214) 720-0909 · Financial planningCRD 292010 · % of assets, Performance-based fees · $99.5 million AUMState registeredNo commissions reportedVaquero Private Wealth, LTD.8111 Douglas Avenue, Suite 1350 · Dallas, TX 75225 · (214) 269-7855 · Financial planningCRD 305266 · % of assets, Hourly charges · $928.9 million AUMSEC registeredNo commissions reportedView Capital Ria, LP2727 N. Harwood Street, Suite 225 · Dallas, TX 75201 · (214) 855-2550 · Financial planningCRD 130678 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reported