Fee-OnlyFinder

Retirement plan consulting in Houston, TX

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

All 58

Affinity Capital, L.P.2925 Richmond Ave., Suite 1200 · Houston, TX 77098 · (713) 238-6730 · Financial planningCRD 109118 · % of assets, Fixed fees · $90.8 million AUMState registeredNo commissions reportedAlteris Capital Partners, LLC520 Post Oak Boulevard, Suite 450 · Houston, TX 77027 · (832) 649-8111 · Financial planningCRD 335079 · % of assets, Fixed fees · $139.5 million AUMSEC registeredNo commissions reportedArete Advisors1800 Bering Dr., Suite 940 · Houston, TX 77057 · (832) 910-8437 · Financial planningCRD 299636 · % of assets, Hourly charges, Fixed fees · $53.5 million AUMState registeredNo commissions reportedAscension Capital Advisors, INC.4900 Woodway Drive, Suite 1150 · Houston, TX 77056 · (713) 952-6900 · Financial planningCRD 109518 · % of assets, Fixed fees · $938.5 million AUMSEC registeredNo commissions reportedAvidian Wealth Solutions800 Town & Country Blvd, Ste 220 · Houston, TX 77024 · (281) 822-8800 · Financial planningCRD 127186 · % of assets, Hourly charges, Fixed fees · $4.8 billion AUMSEC registeredNo commissions reportedAwaken Wealth Partners LLC19450 Tomball Parkway, Suite 150 · Houston, TX 77070 · (281) 358-0134 · Financial planningCRD 341005 · % of assets, Fixed fees · $237.3 million AUMSEC registeredNo commissions reportedBeacon Financial Planners, INC2525 Robinhood St, Suite 210 · Houston, TX 77005 · (281) 953-7442 · Financial planningCRD 297938 · % of assets, Fixed fees · $31.0 million AUMState registeredNo commissions reportedBranson Fowlkes Russell INC19 Briar Hollow Lane, Suite 130 · Houston, TX 77027 · (713) 780-0606 · Financial planningCRD 107656 · % of assets, Hourly charges, Fixed fees · $1.6 million AUMSEC registeredNo commissions reportedBws Investment Management, LLC13100 Wortham Center Dr, Third Floor · Houston, TX 77065 · (832) 534-3516 · Financial planningCRD 316686 · % of assets · $64.0 million AUMState registeredNo commissions reportedCalderwood Financial Strategies, INC.510 Bering Drive, Suite 540 · Houston, TX 77057 · (832) 821-2462 · % of assets managedCRD 313466 · % of assets · $228.5 million AUMSEC registeredNo commissions reported
Camden Wealth Advisors LLC1707 1/2 Post Oak Boulevard, #578 · Houston, TX 77056 · (713) 341-5312 · Financial planningCRD 148518 · % of assets, Fixed fees, Other · $366.3 million AUMSEC registeredNo commissions reportedCapital Management Advisors LP16225 Park Ten Place, Suite 500 · Houston, TX 77084 · (713) 914-8176 · Financial planningCRD 134969 · % of assets, Hourly charges, Fixed fees · $80.1 million AUMState registeredNo commissions reportedChilton Capital Management LLC1177 West Loop South, Suite 1200 · Houston, TX 77027 · (713) 650-1995 · Financial planningCRD 104592 · % of assets · $3.2 billion AUMSEC registeredNo commissions reportedClear Trail Advisors, LLC5847 San Felipe St., Suite 950 · Houston, TX 77057 · (713) 893-9870 · Financial planningCRD 337595 · % of assets, Hourly charges, Fixed fees · $803.1 million AUMSEC registeredNo commissions reportedConcert Financial Planning, LLC2950 North Loop West, Suite 500 · Houston, TX 77092 · (713) 804-7772 · Financial planningCRD 304831 · Hourly charges, Fixed fees · $28.6 million AUMState registeredNo commissions reportedCrossmark Wealth Management, LLC9753 Katy Freeway, Suite 200 · Houston, TX 77024 · (713) 260-9000 · Financial planningCRD 289004 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedDoliver Advisors, L.P.6363 Woodway Dr, Suite 763 · Houston, TX 77057 · (713) 917-0022 · % of assets managedCRD 106247 · % of assets, Performance-based fees · $718.4 million AUMSEC registeredNo commissions reportedE & G Advisors, LLC2000 West Loop South, Suite 2011 · Houston, TX 77027 · (713) 880-5819 · % of assets managedCRD 130550 · % of assets · $706.9 million AUMSEC registeredNo commissions reportedEmc Capital Management, LLC6363 Woodway Drive, Suite 763 · Houston, TX 77057 · (832) 231-0130 · Flat / fixed feesCRD 167761 · % of assets, Fixed fees, Performance-based fees · $218.9 million AUMSEC registeredNo commissions reportedEnvisionvest2700 Post Oak Blvd, 21st Floor · Houston, TX 77056 · (713) 589-6966 · Financial planningCRD 289132 · % of assets, Hourly charges, Fixed fees · $838,238 AUMState registeredNo commissions reportedFocus Wealth Advisors, LLC2200 Post Oak Boulevard, Suite 1000 · Houston, TX 77056 · (713) 800-7170 · Financial planningCRD 165425 · % of assets · $247.6 million AUMSEC registeredNo commissions reportedForth Capital (USA), LLC11111 Katy Freeway, Suite 910 · Houston, TX 77079 · (346) 245-8824 · Financial planningCRD 322623 · % of assets, Hourly charges, Fixed fees · $19.5 million AUMState registeredNo commissions reportedForward Financial LLC210 Electra Drive · Houston, TX 77079 · (713) 561-5516 · Financial planningCRD 316517 · % of assets, Fixed fees, Other · $76.6 million AUMState registeredNo commissions reportedFundamental Advisors, INC.3730 Kirby Drive, Suite 1010 · Houston, TX 77098 · (713) 834-1111 · Financial planningCRD 122643 · % of assets, Hourly charges · $33.0 million AUMState registeredNo commissions reportedGranite Harbor Advisors, INC.10603 West Sam Houston Parkway North, Suite 450 · Houston, TX 77064 · (832) 461-0789 · Financial planningCRD 179523 · % of assets, Hourly charges, Fixed fees · $642.1 million AUMSEC registeredNo commissions reportedGrass Capital LLC12345 Jones Road, Suite 287-6 · Houston, TX 77070 · (941) 726-2296 · Financial planningCRD 307853 · % of assets, Hourly charges, Fixed fees · $12.4 million AUMState registeredNo commissions reportedGuided Capital Wealth Management, LLC24 Greenway Plaza, Suite 1203 · Houston, TX 77046 · (832) 975-0710 · Financial planningCRD 310056 · % of assets, Fixed fees · $249.2 million AUMSEC registeredNo commissions reportedHamilton Gray Wealth Management LLC2700 Post Oak Boulevard, Twenty-First Floor · Houston, TX 77056 · (713) 487-6244 · Financial planningCRD 283000 · Hourly charges, Fixed fees, Other · $161.7 million AUMState registeredNo commissions reportedHaven Wealth Group1111 North Loop West, Ste 1110 · Houston, TX 77008 · (713) 980-8820 · Financial planningCRD 148099 · % of assets, Other · $514.8 million AUMSEC registeredNo commissions reportedHorizon Wealth Advisors2603 Augusta, Suite 1400 · Houston, TX 77057 · (713) 748-7000 · Financial planningCRD 114102 · % of assets, Fixed fees · $451.4 million AUMSEC registeredNo commissions reportedInscription Capital, LLC2925 Richmond Avenue, Suite 425 · Houston, TX 77098 · (713) 673-8999 · Financial planningCRD 291780 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedIntrua Financial3737 Buffalo Speedway, Suite 400 · Houston, TX 77098 · (713) 355-9910 · Financial planningCRD 281554 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedJv Global Capital, INC.5065 & 5075 Westheimer Rd., Suite 1250 W · Houston, TX 77056 · (832) 528-0238 · Financial planningCRD 316742 · % of assets, Fixed fees · $23.1 million AUMState registeredNo commissions reportedLinscomb Wealth, INC.1333 West Loop South, Suite 1500 · Houston, TX 77027 · (713) 840-1000 · Financial planningCRD 106779 · % of assets, Hourly charges, Fixed fees · $5.2 billion AUMSEC registeredNo commissions reportedOak Harvest Investment Services920 Memorial City Way, Suite 150 · Houston, TX 77024 · (281) 822-1350 · Financial planningCRD 173293 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedPatron Partners, LLC11700 Katy Freeway, Suite 100 · Houston, TX 77079 · (971) 371-3450 · Financial planningCRD 310629 · % of assets, Hourly charges, Fixed fees · $325.7 million AUMSEC registeredNo commissions reportedPortfolio Advisory Council,l.l.c.3 Greenway Plaza, Suite 1776 · Houston, TX 77046 · (713) 574-6015 · Financial planningCRD 107465 · % of assets, Hourly charges, Fixed fees · $494.9 million AUMSEC registeredNo commissions reportedPresidio Financial, LLC550 Post Oak Blvd, Suite 407 · Houston, TX 77027 · (281) 789-8709 · Financial planningCRD 300270 · % of assets, Hourly charges, Fixed fees · $67.1 million AUMState registeredNo commissions reportedPrp10777 Northwest Freeway, Suite 440 · Houston, TX 77092 · (713) 881-9333 · % of assets managedCRD 119137 · % of assets · $39.8 million AUMState registeredNo commissions reportedRhp Wealth Management12000 Aerospace Avenue, Suite 420 · Houston, TX 77034 · (713) 554-2252 · Financial planningCRD 304735 · % of assets, Hourly charges, Fixed fees · $344.8 million AUMSEC registeredNo commissions reportedRia Advisors11750 Katy Freeway, Suite 840 · Houston, TX 77079 · (281) 501-1791 · Financial planningCRD 150661 · % of assets, Subscription fees, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedRichards Financial Planning, LLC15923 Pinyon Creek Drive · Houston, TX 77095 · (713) 320-6124 · Financial planningCRD 306087 · % of assets, Hourly charges, Other · $329,619 AUMState registeredNo commissions reportedSanders Morris LLC600 Travis, Suite 5900 · Houston, TX 77002 · (713) 224-3100 · Financial planningCRD 20580 · % of assets, Fixed fees, Performance-based fees · $576.1 million AUMSEC registeredNo commissions reportedSaxon Financial Group1177 West Loop S, Suite 1825 · Houston, TX 77027 · (713) 425-5340 · Financial planningCRD 311687 · % of assets, Hourly charges, Fixed fees · $679.1 million AUMSEC registeredNo commissions reportedSegment Wealth Management, LLC2200 Post Oak Blvd, Suite 1400 · Houston, TX 77056 · (713) 800-7150 · Hourly feesCRD 164877 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedSignature Financial Advisors1900 St. James Place, Suite 510 · Houston, TX 77056 · (713) 552-7000 · Financial planningCRD 283964 · % of assets, Hourly charges, Fixed fees · $68.1 million AUMState registeredNo commissions reportedSkb Advisory, LLC1035 Dairy Ashford Rd, Suite 315 · Houston, TX 77079 · (832) 328-0874 · % of assets managedCRD 304778 · % of assets · $2.1 million AUMState registeredNo commissions reportedSkybound Wealth USA13100 Wortham Center Drive, 3rd Floor · Houston, TX 77056 · (346) 845-0001 · Financial planningCRD 313358 · % of assets, Hourly charges, Fixed fees · $166.5 million AUMSEC registeredNo commissions reportedSovereign Wealth Advisors LLC24 Greenway Plaza, Suite 1895 · Houston, TX 77046 · (713) 527-3400 · Financial planningCRD 188524 · % of assets, Hourly charges, Fixed fees · $625.1 million AUMSEC registeredNo commissions reportedSucre'-Vail Wealth Advisors16862 Royal Crest Drive · Houston, TX 77058 · (281) 286-9991 · Financial planningCRD 114679 · % of assets, Hourly charges, Fixed fees · $55.8 million AUMState registeredNo commissions reportedSymphony Financial, LTD. CO.4295 San Felipe, Suite 300 · Houston, TX 77027 · (281) 272-6800 · Financial planningCRD 171816 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedThe Broughton Investment Group, INC.3730 Kirby Drive, Suite 600 · Houston, TX 77098 · (713) 337-4500 · Financial planningCRD 164389 · % of assets, Hourly charges, Fixed fees · $19.5 million AUMState registeredNo commissions reportedThe Clarus Group520 Post Oak Blvd., Suite 750 · Houston, TX 77027 · (713) 621-3500 · Financial planningCRD 310163 · % of assets, Fixed fees, Other · $1.1 billion AUMSEC registeredNo commissions reportedThe Menard Financial Group, LLC2603 Augusta Drive, Suite 1200 · Houston, TX 77057 · (713) 364-1515 · Financial planningCRD 299404 · % of assets, Hourly charges, Fixed fees · $335.3 million AUMSEC registeredNo commissions reportedTrb Wealth Management, LLC9821 Katy Freeway, Suite 110 · Houston, TX 77024 · (832) 810-3565 · Financial planningCRD 309370 · % of assets, Hourly charges, Fixed fees · $3.7 billion AUMSEC registeredNo commissions reportedTrinity Legacy Partners, LLC24 Greenway Plaza, Suite 546 · Houston, TX 77046 · (713) 999-8053 · Financial planningCRD 159179 · % of assets, Hourly charges, Fixed fees · $521.2 million AUMSEC registeredNo commissions reportedViaquest Advisors LLC17225 El Camino Real, Suite 250 · Houston, TX 77058 · (281) 335-7609 · Financial planningCRD 333842 · % of assets, Hourly charges · $174.4 million AUMSEC registeredNo commissions reportedWealth Benefit Advisors, LLC1225 North Loop West, Suite 815 · Houston, TX 77008 · (713) 980-9100 · % of assets managedCRD 319324 · % of assets · $380.9 million AUMSEC registeredNo commissions reported