Retirement Plan Advisors in Wharton County, TX
The top-ranked retirement plan advisors serving Wharton County, TX are Titan Retirement Advisors LLC, Kings Path Partners LLC and Verus Financial Group. We list 6 retirement plan advisors serving Wharton County, TX. 6 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 Wharton County, TX. 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Wharton County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Titan Retirement Advisors LLC | SEC-registered investment adviser (CRD)#166359 | Fulshear, TX (37 mi) | (713) 239-2866 |
| 2 | Kings Path Partners LLC | SEC-registered investment adviser (CRD)#269876 | TX | (832) 500-3101 |
| 3 | Verus Financial Group | SEC-registered investment adviser (CRD)#315153 | Sugar Land, TX (44 mi) | (713) 909-3188 |
| 4 | Fogarty Wealth Management, Inc. | SEC-registered investment adviser (CRD)#283998 | Missouri City, TX (45 mi) | (281) 403-1818 |
| 5 | M.c. Byrd Wealth Management, LLC | SEC-registered investment adviser (CRD)#151070 | Bellville, TX (46 mi) | (979) 865-0660 |
| 6 | Early Mcclintic & Mcmillan, LLC | SEC-registered investment adviser (CRD)#288427 | Stafford, TX (46 mi) | (281) 491-5260 |
- TITAN RETIREMENT ADVISORS LLCServes this area from Fulshear, TX (37 mi)
#2Kings Path Partners LLC
KINGS PATH PARTNERS LLCServes this area from TX#3Verus Financial Group
VERUS CAPITAL VENTURES, INC.Serves this area from Sugar Land, TX (44 mi)#4Fogarty Wealth Management, Inc.
FOGARTY WEALTH MANAGEMENT, INC.Serves this area from Missouri City, TX (45 mi)#5M.c. Byrd Wealth Management, LLC
M.C. BYRD WEALTH MANAGEMENT, LLCServes this area from Bellville, TX (46 mi)#6Early Mcclintic & Mcmillan, LLC
EARLY MCCLINTIC & MCMILLAN, LLCServes this area from Stafford, TX (46 mi)
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Frequently asked questions
How many retirement plan advisors serve Wharton County?
We list 6 retirement plan advisors serving Wharton County, TX: 0 based there and 6 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Wharton County?
The top-ranked retirement plan advisors serving Wharton County, TX are Titan Retirement Advisors LLC, Kings Path Partners LLC, Verus Financial Group, Fogarty Wealth Management, Inc. and M.c. Byrd Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Wharton County are verified against official records?
6 of the top 6 match an active official record: Titan Retirement Advisors LLC (U.S. Securities and Exchange Commission), Kings Path Partners LLC (U.S. Securities and Exchange Commission), Verus Financial Group (U.S. Securities and Exchange Commission), Fogarty Wealth Management, Inc. (U.S. Securities and Exchange Commission) and M.c. Byrd Wealth Management, LLC (U.S. Securities and Exchange Commission), and 1 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
El Campo, Wharton, East Bernard, Boling, Louise, Hungerford, Iago