Large-firm, retirement plans for business owners (SEP, solo 401k) financial advisors in Granbury, TX
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you own a business and are setting up or managing a retirement plan like a SEP or solo 401(k), you need an advisor who understands how these plans fit into your overall financial picture. A common mistake is treating your business retirement plan as separate from your personal tax and cash flow needs, which can lead to missed savings or unexpected tax bills. Large-firm advisors often have access to broader resources and compliance support, which can benefit your plan's administration.
- Plan design expertise. Ask how they tailor SEP or solo 401(k) options to your business size and income variability.
- Tax impact awareness. Confirm they consider federal income tax and property tax implications specific to Texas business owners.
- Compliance support. Inquire about their process for keeping your plan up to date with IRS and Department of Labor rules.
- Integration with personal finances. See how they coordinate your business retirement plan with your personal savings and tax strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Timothy S
Series 63, Series 65, Series 66
Godley, TX
TIAA-CREF
Timothy Shugrue at TIAA-CREF offers expertise in retirement plans for business owners, including SEP and solo 401(k) plans, supported by 16 years of experience and Series 63, 65, and 66 licenses. Operating from nearby Godley, TX, he serves high-net-worth clients through a large firm with a 0.30% annual wrap fee, integrating business retirement planning with personal financial strategies.
Experience: 16 years
Avg account: $523,144
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Jaron B
Series 63, Series 65
Granbury, TX
LPL Financial
Jaron Barrington at LPL Financial in Granbury, TX, specializes in retirement plans for business owners, including SEP and solo 401(k) plans, supported by a large firm's resources and compliance expertise. With a flat-fee structure and experience in wealth management and tax-loss harvesting, he also serves founder and retired clients, offering a blend of personalized service and broad firm capabilities.
Experience: 4 years
Avg account: $399,489
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Bonnie R
Series 65, Series 66
Godley, TX
Cetera
Bonnie Robinson's 27 years of experience and expertise in retirement plans for business owners, combined with her affiliation with Cetera, a large firm offering broad compliance support, make her well-suited to manage SEP and solo 401(k) plans for business owners in the Granbury area. She offers flat fees for financial planning and consulting, serving a diverse client base including high earners and those approaching retirement, which distinguishes her from other advisors with different fee structures or client focuses.
Experience: 28 years
Avg account: $306,089
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Taylor M
CFP®, Series 66
Granbury, TX
Edward Jones
Taylor Mobly's experience with retirement plans for business owners, combined with his CFP® certification and 12 years in the industry, equips him to handle SEP and solo 401(k) plans effectively in Granbury, TX. Working at Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with a fee structure up to 1.35% annually, distinguishing him from advisors at smaller firms.
Experience: 12 years
Avg account: $246,728
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Samuel H
Series 66
Granbury, TX
Mercer Global Advisors Inc.
Samuel Hume's 16 years of experience and Series 66 designation equip him to manage SEP and solo 401(k) plans effectively for business owners in Granbury, TX. Mercer Global Advisors' large-firm resources support compliance and tax considerations, while their Modern Portfolio Theory approach and focus on high-net-worth clients differentiate him from others by integrating sophisticated investment strategies with personalized financial planning.
Experience: 17 years
Avg account: $2,214,259
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