#1 Dovetail Wealth Management, LLC
DOVETAIL WEALTH MANAGEMENT, LLC
Serves this area from Taylor, TX (31 mi)
Call (512) 352-1613 · WebsiteRetirement Plan Advisors in Lee County, TX
The top-ranked retirement plan advisors serving Lee County, TX are Dovetail Wealth Management, LLC, Greenbelt Investment Advisors, LLC and Tnt Asset Management, LLC. We list 10 retirement plan advisors serving Lee County, TX. 10 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 Lee County, TX. 10 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 Lee County
#2 Greenbelt Investment Advisors, LLC
GREENBELT INVESTMENT ADVISORS, LLCServes this area from Round Rock, TX (44 mi)Call (800) 617-3900 · Website#3 Tnt Asset Management, LLC
TNT ASSET MANAGEMENT, LLCServes this area from Round Rock, TX (44 mi)Call (512) 255-1600 · Website#4 Sage Wealth Planning
SAGE WEALTH PLANNING, LLCServes this area from Georgetown, TX (47 mi)Call (231) 221-2448#5 Retirement Plan Fiduciaries, LLC
RETIREMENT PLAN FIDUCIARIES, LLCServes this area from Austin, TX (48 mi)Call (512) 394-6596 · Website#6 Boyce & Associates Wealth Consulting, Inc.
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.Serves this area from Cedar Park, TX (50 mi)Call (512) 522-4838 · Website#7 Ark Wealth Management
ARK WEALTH MANAGEMENT, LLCServes this area from Austin, TX (50 mi)Call (512) 660-5703 · Website#8 True Financial Group
TRUEFG, LLCServes this area from Cedar Park, TX (52 mi)Call (512) 649-2383 · Website#9 Ironoak Wealth
IRONOAK WEALTH LLCServes this area from Cedar Park, TX (52 mi)Call (737) 271-9421 · Website#10 Empower Wealth Management
DONATO WEALTH MANAGEMENT, PLLCServes this area from Cedar Park, TX (52 mi)Call (512) 833-6557 · Website
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Frequently asked questions
How many retirement plan advisors serve Lee County?
We list 10 retirement plan advisors serving Lee County, TX: 0 based there and 10 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 Lee County?
The top-ranked retirement plan advisors serving Lee County, TX are Dovetail Wealth Management, LLC, Greenbelt Investment Advisors, LLC, Tnt Asset Management, LLC, Sage Wealth Planning and Retirement Plan Fiduciaries, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lee County are verified against official records?
10 of the top 10 match an active official record: Dovetail Wealth Management, LLC (U.S. Securities and Exchange Commission), Greenbelt Investment Advisors, LLC (U.S. Securities and Exchange Commission), Tnt Asset Management, LLC (U.S. Securities and Exchange Commission), Sage Wealth Planning (U.S. Securities and Exchange Commission) and Retirement Plan Fiduciaries, 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 .
Communities served
Giddings, Lexington, Dime Box