#1 The Personal Wealth Coach
THE WEALTH COACH, LLC
Based in Salado, TX
Call (254) 947-1111 · WebsiteRetirement Plan Advisors in Bell County, TX
The top-ranked retirement plan advisors serving Bell County, TX are The Personal Wealth Coach, Sage Wealth Planning and Dovetail Wealth Management, LLC. We list 12 retirement plan advisors serving Bell County, TX. 12 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Bell County, TX. 12 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Bell County
#2 Sage Wealth Planning
SAGE WEALTH PLANNING, LLCServes this area from Georgetown, TX (30 mi)Call (231) 221-2448#3 Dovetail Wealth Management, LLC
DOVETAIL WEALTH MANAGEMENT, LLCServes this area from Taylor, TX (33 mi)Call (512) 352-1613 · Website#4 Greenbelt Investment Advisors, LLC
GREENBELT INVESTMENT ADVISORS, LLCServes this area from Round Rock, TX (38 mi)Call (800) 617-3900 · Website#5 Tnt Asset Management, LLC
TNT ASSET MANAGEMENT, LLCServes this area from Round Rock, TX (38 mi)Call (512) 255-1600 · Website#6 Boyce & Associates Wealth Consulting, Inc.
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.Serves this area from Cedar Park, TX (40 mi)Call (512) 522-4838 · Website#7 True Financial Group
TRUEFG, LLCServes this area from Cedar Park, TX (40 mi)Call (512) 649-2383 · Website#8 Empower Wealth Management
DONATO WEALTH MANAGEMENT, PLLCServes this area from Cedar Park, TX (41 mi)Call (512) 833-6557 · Website#9 Retirement Plan Fiduciaries, LLC
RETIREMENT PLAN FIDUCIARIES, LLCServes this area from Austin, TX (41 mi)Call (512) 394-6596 · Website#10 Disciplined Investors, L.L.C.
DISCIPLINED INVESTORS, L.L.C.Serves this area from Waco, TX (41 mi)Call (254) 265-7410 · Website
2 more providers serving this area
- Ironoak Wealth, Cedar Park, TX (42 mi)
- Ark Wealth Management, Austin, TX (44 mi)
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Frequently asked questions
How many retirement plan advisors serve Bell County?
We list 12 retirement plan advisors serving Bell County, TX: 1 based there and 11 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Bell County?
The top-ranked retirement plan advisors serving Bell County, TX are The Personal Wealth Coach, Sage Wealth Planning, Dovetail Wealth Management, LLC, Greenbelt Investment Advisors, LLC and Tnt Asset Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Bell County are verified against official records?
10 of the top 10 match an active official record: The Personal Wealth Coach (U.S. Securities and Exchange Commission), Sage Wealth Planning (U.S. Securities and Exchange Commission), Dovetail Wealth Management, LLC (U.S. Securities and Exchange Commission), Greenbelt Investment Advisors, LLC (U.S. Securities and Exchange Commission) and Tnt Asset Management, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Bell County
Communities served
Nolanville, Morgan's Point Resort, Troy, Salado, Little River-Academy, Holland, Rogers, Pendleton