#1Complete Wealth Management, LLC
COMPLETE WEALTH MANAGEMENT, LLC
Serves this area from Denton, TX (29 mi)
Retirement Plan Advisors in Cooke County, TX
The top-ranked retirement plan advisors serving Cooke County, TX are Complete Wealth Management, LLC, Dfs Advisory and Riverchase Wealth Management, LLC. We list 5 retirement plan advisors serving Cooke County, TX. 5 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 Cooke County, TX. 5 providers, 5 of the top 5 verified against federal or state records. Registry records checked on 2026-11-04.
Top 5 ranked retirement plan advisors for Cooke County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Complete Wealth Management, LLC | SEC-registered investment adviser (CRD)#288794 | Denton, TX (29 mi) | (940) 382-9300 |
| 2 | Dfs Advisory | SEC-registered investment adviser (CRD)#324992 | Denton, TX (33 mi) | (940) 297-1474 |
| 3 | Riverchase Wealth Management, LLC | SEC-registered investment adviser (CRD)#156950 | Flower Mound, TX (42 mi) | (972) 471-9013 |
| 4 | Bannerman Wealth | SEC-registered investment adviser (CRD)#284677 | Lewisville, TX (45 mi) | (214) 919-4448 |
| 5 | Fisher\smb | SEC-registered investment adviser (CRD)#331205 | Carrollton, TX (47 mi) | (888) 674-4504 |
#2Dfs Advisory
TEAM HAYS INC.Serves this area from Denton, TX (33 mi)#3Riverchase Wealth Management, LLC
RIVERCHASE WEALTH MANAGEMENT, LLCServes this area from Flower Mound, TX (42 mi)#4Bannerman Wealth
BANNERMAN WEALTH MANAGEMENT GROUP, LLCServes this area from Lewisville, TX (45 mi)#5Fisher\smb
FISHER RETIREMENT SOLUTIONS LLCServes this area from Carrollton, TX (47 mi)
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Frequently asked questions
How many retirement plan advisors serve Cooke County?
We list 5 retirement plan advisors serving Cooke County, TX: 0 based there and 5 serving it from nearby. 5 of the top 5 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Cooke County?
The top-ranked retirement plan advisors serving Cooke County, TX are Complete Wealth Management, LLC, Dfs Advisory, Riverchase Wealth Management, LLC, Bannerman Wealth and Fisher\smb. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Cooke County are verified against official records?
5 of the top 5 match an active official record: Complete Wealth Management, LLC (U.S. Securities and Exchange Commission), Dfs Advisory (U.S. Securities and Exchange Commission), Riverchase Wealth Management, LLC (U.S. Securities and Exchange Commission), Bannerman Wealth (U.S. Securities and Exchange Commission) and Fisher\smb (U.S. Securities and Exchange Commission). 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 .
Communities served
Gainesville, Lake Kiowa, Muenster, Lindsay, Valley View, Road Runner, Callisburg, Oak Ridge, Myra