A complete list of active advisors currently associated with Retire With Swan
Warmer can help you find a great advisor at Retire With Swan or one who fits your needs even better.
Retire With Swan (Swan Capital Group, LLC) is a small Texas-registered investment adviser that serves individuals and high-net-worth clients preparing for or living in retirement. The firm offers comprehensive and project-based financial planning (including a Retire Blessed Income Blueprint), hourly consultations, a fixed 90‑day implementation engagement called the 90‑Day Bridge, and discretionary ongoing wealth management with an optional asset-based investment management arrangement for accounts held at a qualified custodian. The firm applies goals-based, generally long-term investment analysis—covering asset allocation, retirement-income and withdrawal sequencing, fixed-income analysis, and due diligence on funds and unaffiliated model providers—to align recommendations with clients’ time horizons, liquidity needs, tax circumstances, and risk tolerance. Planning engagements are non-discretionary and specify client implementation responsibilities, while Ongoing Wealth Management is discretionary, includes scheduled planning reviews, and may accept reasonable written restrictions. Noteworthy aspects include a menu of fixed-price planning and implementation products (the Blueprint and a non‑renewing 90‑Day Bridge) and a standard flat annual fee for Ongoing Wealth Management rather than a purely percentage-of-assets fee, along with legacy planning retainer arrangements closed to new clients. The firm manages about $11.8 million on a discretionary basis, generally recommends a primary custodian (Altruist) whose services it relies on, does not receive commissions or product-sales compensation, and maintains written policies addressing conflicts and personal trading.
To learn more about the advisors currently working at Retire With Swan, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Northlake, TX
| 10
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)