Retirement Planners Of Texas, LLC

Retirement Planners Of Texas, LLC (CRD# 170299) is a financial advisory firm headquartered in Houston, TX. They manage $7,230,000 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Retirement Planners Of Texas, LLC
Showing 1 - 1 of 1 top financial advisors.
Jesse L. Dietz
CRD#: 1956042
12600 N. Featherwood Dr., Ste. 120, Houston, TX 77034

Jesse Dietz (CRD# 1956042) is an Investment Advisor Representative working at Retirement Planners Of Texas, LLC in Houston, TX and has over 18 years of experience in the finance industry. Jesse Dietz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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