Beaumont Asset Management, LLC, headquartered in Beaumont, TX, is a small and reputable investment advisory firm specializing in managing assets for high net worth individuals. With a total of three dedicated employees, including two experienced investment advisors, they possess a wealth of knowledge and expertise in the financial industry. With an average of approximately $87,160,000 in assets under management per investment advisor, Beaumont Asset Management performs on par with the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring a flexible and tailored approach to meet their clients' needs. Catering to over 130 individual clients, Beaumont Asset Management oversees a substantial portfolio of assets valued at over $261,520,000. Although a majority of their assets are managed for high net worth individuals, they also possess the capability to handle employer funds, despite representing less than 30% of their assets under management. Moreover, all the assets entrusted to Beaumont Asset Management are managed on a discretionary basis, giving clients peace of mind and allowing the firm to make strategic investment decisions. Established in Beaumont, TX, Beaumont Asset Management operates from two strategically located offices. Among their team, Francis Coker and Margaret Meaux stand out as the longest-tenured registered advisors, exemplifying the firm's commitment to expertise and continuity in serving their clients. Overall, Beaumont Asset Management, LLC distinguishes itself as a trusted partner for high net worth individuals seeking personalized and professional asset management services, backed by a dedicated team of experienced investment advisors.

Retirement Financial Group, LLC is a small investment advisory firm based out of Beaumont, TX, with two offices. With a total of four employees, two of whom provide investment advisory services, the firm is committed to helping individuals plan for a secure retirement. With an average of approximately $53,720,000 in assets under management per investment advisor, Retirement Financial Group, LLC maintains an average standing compared to the industry. Their compensation structure encompasses various types, including a percentage of assets under management and hourly charges, ensuring flexibility for their clients. Notably, around half of their assets under management are derived from employer 401Ks or individuals, demonstrating their expertise and experience in this particular area. All the assets they manage are discretionary, giving clients confidence in the firm's ability to make informed investment decisions. Retirement Financial Group, LLC boasts a substantial client base of over 260 individuals, entrusting the firm with more than $107,433,000 in assets under management. Within the company, Clark Shofner and Erik Morgan stand as two of the longest tenured registered advisors, contributing their extensive knowledge and expertise to the firm's success. With a commitment to personalized service and a deep understanding of retirement planning, Retirement Financial Group, LLC strives to guide clients towards achieving their financial goals and enjoying a comfortable retirement.