Retirement Plan (401k) Advisors Directory

Retirement Plan Advisors in Wise County, TX

The top-ranked retirement plan advisors serving Wise County, TX are Complete Wealth Management, LLC, Dfs Advisory and Smh Capital Advisors LLC. We list 21 retirement plan advisors serving Wise County, TX. 21 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 Wise County, TX. 21 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 Wise County

Ranked by our published methodology. Sponsored providers are shown separately.
#ProviderVerified recordsBased inPhone
1Complete Wealth Management, LLC✓ SEC-registered investment adviser (CRD) #288794
Denton, TX (30 mi)(940) 382-9300
2Dfs Advisory✓ SEC-registered investment adviser (CRD) #324992
Denton, TX (32 mi)(940) 297-1474
3Smh Capital Advisors LLC✓ SEC-registered investment adviser (CRD) #108344
Weatherford, TX (33 mi)(817) 569-7000
4Keener Financial Planning✓ SEC-registered investment adviser (CRD) #147615
Keller, TX (33 mi)(817) 993-0401
5Prestige Wealth Management✓ SEC-registered investment adviser (CRD) #336264
Southlake, TX (33 mi)(817) 637-8121
6Riverchase Wealth Management, LLC✓ SEC-registered investment adviser (CRD) #156950
Flower Mound, TX (36 mi)(972) 471-9013
7Michels Family Financial, LLC✓ SEC-registered investment adviser (CRD) #319311
Fort Worth, TX (36 mi)(817) 719-9999
8Planguide Financial✓ SEC-registered investment adviser (CRD) #329089
Southlake, TX (36 mi)(775) 379-9729
9Dean, Jacobson Financial Services✓ SEC-registered investment adviser (CRD) #115879
Fort Worth, TX (36 mi)(817) 335-3214
10Purewater Capital, LLC✓ SEC-registered investment adviser (CRD) #166154
Fort Worth, TX (36 mi)(817) 416-8680
11 more providers serving this area

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Frequently asked questions

How many retirement plan advisors serve Wise County?

We list 21 retirement plan advisors serving Wise County, TX: 0 based there and 21 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 Wise County?

The top-ranked retirement plan advisors serving Wise County, TX are Complete Wealth Management, LLC, Dfs Advisory, Smh Capital Advisors LLC, Keener Financial Planning and Prestige Wealth Management. The full ranked list, with the official records each provider matched, is on this page.

Which retirement plan advisors serving Wise County are verified against official records?

10 of the top 10 match an active official record: Complete Wealth Management, LLC (U.S. Securities and Exchange Commission), Dfs Advisory (U.S. Securities and Exchange Commission), Smh Capital Advisors LLC (U.S. Securities and Exchange Commission), Keener Financial Planning (U.S. Securities and Exchange Commission) and Prestige Wealth Management (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

Decatur, Briar, Bridgeport, Boyd, Runaway Bay, Rhome, New Fairview, Aurora, Alvord, Newark, Chico, Paradise, Lake Bridgeport

More areas nearby

Denton, TX (30 mi)Denton County, TX (31 mi)Parker County, TX (32 mi)Weatherford, TX (32 mi)