Find an advisor / Find your fit / Who fits

Advisors who fit.

Life stage: Retirees and pre-retirees
What's happening for you: Downsizing the home
Where: Texas

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Alex Bridges
Financial Planner at Tiverton Wealth
Fits: Retirees and pre-retirees (a main focus)
Tiverton Wealth · The Woodlands, TX
Firm charges: flat fee
CFP®Verified
View page Check on SEC IAPD ↗
Mike Walters, CFP®, EA
Tax-focused Retirement Planner | Helping Costco employees & families | Proud Girl Dad
Fits: Retirees and pre-retirees (a main focus)
Prosperitas Financial · $812.5M AUM · Selma, TX
Firm charges: % of assets, flat fee, hourly
CFP®Verified
View page Check on SEC IAPD ↗
Allen Gibson
Financial advisor at Gibson Wealth Advisors, LLC
Fits: Retirees and pre-retirees (a main focus)
Gibson Wealth Advisors, LLC · $186.1M AUM · Tyler, TX
Firm charges: % of assets, flat fee, hourly
Verified
View page Check on SEC IAPD ↗
Ryan Redfern, ChFC, CMT
Financial advisor at Shadowridge Asset Management, LLC
Fits: Retirees and pre-retirees (a main focus)
Shadowridge Asset Management, LLC · $126.7M AUM · Austin, TX
Firm charges: % of assets, flat fee, hourly
Verified
View page Check on SEC IAPD ↗
Warren Covert
Financial advisor at FSO Wealth
Fits: Retirees and pre-retirees (a main focus)
Fso Wealth · $174K AUM · Dallas, TX
Firm charges: % of assets, flat fee, hourly
Verified
View page Check on SEC IAPD ↗
Vincent Nguyen
Financial advisor at Wealth Enhancement Advisory Services, LLC
Fits: Retirees and pre-retirees (a main focus)
Wealth Enhancement · $122.19B AUM · Houston, TX
Firm charges: % of assets, flat fee, hourly
Verified
View page Check on SEC IAPD ↗

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Other advisors who fit

They haven't claimed their Advicer.bio page yet, so introductions can't reach them here.

Joe Ward, CFP®, RICP®, TPCP®
Founder, Refined Wealth
Fits: Retirees and pre-retirees (a related credential)
Refined Wealth · $901K AUM · Houston, TX
Firm charges: % of assets, flat fee, hourly
CFP®Verified
View page Check on SEC IAPD ↗
Helen Dao, CFP®, CRPC®, AAMS®
Clarity, Confidence & Calm for Financial Decisions — Without Second-Guessing | Financial Advisor to Professional Women & Small Business Owners
Fits: Retirees and pre-retirees (a related credential)
Stirlingshire Investments · $244.6M AUM · San Antonio, TX
Firm charges: % of assets
CFP®Verified
View page Check on SEC IAPD ↗
David Bridgforth
Financial advisor at South Texas Advisors for Retirees, LLC
Fits: Retirees and pre-retirees (mentioned on their page)
South Texas Advisors for Retirees, LLC · $15.4M AUM · San Antonio, TX
Firm charges: % of assets, hourly
Verified
View page Check on SEC IAPD ↗

How this works

This isn't a recommendation of any advisor. Advisors are sorted by how many of your answers their Advicer.bio page fits (niches they picked come first, then credentials, then mentions), then where they are and how their firm is paid. Advisors who said they help with what's happening for you right now come first.
No one pays to be on this list, or to rank higher. Introductions are free for you and for advisors.
Check before you hire. Every advisor has a link to their SEC record. Firm details come from SEC filings (Form ADV).
Your answers aren't saved with your name. We count them anonymously to see what people look for. If you ask for introductions, we keep your name and email for 90 days, only to send them. See the privacy policy.