#1 The Personal Wealth Coach
THE WEALTH COACH, LLC
Serves this area from Salado, TX (14 mi)
Call (254) 947-1111 · WebsiteRetirement Plan Advisors in Temple, TX
The top-ranked retirement plan advisors serving Temple, TX are The Personal Wealth Coach, Disciplined Investors, L.L.C. and Sage Wealth Planning. We list 12 retirement plan advisors serving Temple, 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 Temple, TX (Bell County). 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 Temple
#2 Disciplined Investors, L.L.C.
DISCIPLINED INVESTORS, L.L.C.Serves this area from Waco, TX (35 mi)Call (254) 265-7410 · Website#3 Sage Wealth Planning
SAGE WEALTH PLANNING, LLCServes this area from Georgetown, TX (37 mi)Call (231) 221-2448#4 Dovetail Wealth Management, LLC
DOVETAIL WEALTH MANAGEMENT, LLCServes this area from Taylor, TX (37 mi)Call (512) 352-1613 · Website#5 Greenbelt Investment Advisors, LLC
GREENBELT INVESTMENT ADVISORS, LLCServes this area from Round Rock, TX (45 mi)Call (800) 617-3900 · Website#6 Tnt Asset Management, LLC
TNT ASSET MANAGEMENT, LLCServes this area from Round Rock, TX (45 mi)Call (512) 255-1600 · Website#7 Boyce & Associates Wealth Consulting, Inc.
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.Serves this area from Cedar Park, TX (46 mi)Call (512) 522-4838 · Website#8 True Financial Group
TRUEFG, LLCServes this area from Cedar Park, TX (47 mi)Call (512) 649-2383 · Website#9 Retirement Plan Fiduciaries, LLC
RETIREMENT PLAN FIDUCIARIES, LLCServes this area from Austin, TX (48 mi)Call (512) 394-6596 · Website#10 Empower Wealth Management
DONATO WEALTH MANAGEMENT, PLLCServes this area from Cedar Park, TX (48 mi)Call (512) 833-6557 · Website
2 more providers serving this area
- Ironoak Wealth, Cedar Park, TX (49 mi)
- Ark Wealth Management, Austin, TX (51 mi)
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Frequently asked questions
How many retirement plan advisors serve Temple?
We list 12 retirement plan advisors serving Temple, TX: 0 based there and 12 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 Temple?
The top-ranked retirement plan advisors serving Temple, TX are The Personal Wealth Coach, Disciplined Investors, L.L.C., Sage Wealth Planning, Dovetail Wealth Management, LLC and Greenbelt Investment Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Temple 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), Disciplined Investors, L.L.C. (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) and Greenbelt Investment Advisors, 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 .