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Eshbach Retirement Planning (Baytown)


Eshbach Retirement Planning is a large advisory firm based in Baytown. It manages $39.15 million of regulatory assets for 134 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Ohio, Tennessee, and Texas.

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Eshbach Retirement Planning provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Eshbach Retirement Planning: assets under management

The assets under management (AUM) of Eshbach Retirement Planning is $39.15 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $39.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $292.17 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eshbach Retirement Planning for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Baytown

The principal office where Eshbach Retirement Planning performs its advisory services is located at 311 W. Baker, Baytown, TX 77521 The mailing address of the firm is Post Office Box 855, Baytown, TX 77522. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 281-428-2712 or by fax 281-422-6123. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at www.eshbach.com.


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