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Find The Best Financial Advisors in Plano, Texas

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

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How To Find The Best Financial Advisors in Plano, Texas

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Plano, Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 15 vetted financial advisors and non-vetted financial advisors in Plano, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Plano, Texas have an average of 22 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Plano, Texas

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Zach Allen

Disciplined Advisors Group

214-545-3305

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Kenneth Beber

Peak Financial, Inc.

469-322-1210

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Neil Krishnaswamy

Krishna Wealth Planning LLC

214-901-7526

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Jeffrey M. Garton

JMG Wealth Management

214-542-0809

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John Kvale

J.K. Financial, Inc.

214-706-4300

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Rick Lucas

Nestegg Wealth Advisors

972-412-6064

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Nick Lalonde

Third Act Wealth Management, LLC

214-764-2095

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Glen Smith

GDS Wealth Management

469-212-8072

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George Cattat

Four Oaks Financial LLC

727-272-7249

Top Financial Advisor Firms in Plano, Texas (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
FISHER INVESTMENTS
6500 International Pkwy, Ste 2050
Plano, TX, 75093-8222
107342 $192,398,103,714 269289 A Percentage of AUM, Performance Based
CATALYST STRATEGIC SOLUTIONS
6801 Parkwood Boulevard,
Plano, TX, 75024-7198
44970 $47,200,027,965 78 A Percentage of AUM, Fixed Fees
RETIREMENT PLANNERS OF AMERICA
2820 Dallas Parkway,
Plano, TX, 75093
157222 $3,429,793,211 18025 A Percentage of AUM
ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC
5600 Tennyson Parkway, Suite 355
Plano, TX, 75024-7181
143002 $2,580,000,000 5 A Percentage of AUM, Performance Based, Other (FIXED DOLLAR FEES THAT CAN CHANGE WITH AUM SIZE)
SFMG WEALTH ADVISORS
7800 Dallas Parkway, Suite 350
Plano, TX, 75024
107548 $1,884,948,124 3633 A Percentage of AUM, Fixed Fees
URBAN FUND MANAGEMENT, LLC
1000 East 14th Street, Suite 300
Plano, TX, 75074
167491 $1,466,823,000 8 A Percentage of AUM, Performance Based
ASTRA WEALTH MANAGEMENT GROUP
5700 Granite Parkway, Suite 330
Plano, TX, 75024
326006 $1,069,000,000 2257 A Percentage of AUM, Hourly charges
INSIGHT WEALTH PARTNERS
3333 Premier Drive, Suite 800
Plano, TX, 75023
153635 $688,116,833 2732 A Percentage of AUM, Hourly charges, Fixed Fees
ASSETBUILDER, INC.
1255 West 15th Street, Suite 1000
Plano, TX, 75075
142665 $676,849,406 1965 A Percentage of AUM
VANN EQUITY MANAGEMENT LLC
4975 Preston Park Blvd #490,
Plano, TX, 75093
174239 $610,156,828 89 A Percentage of AUM, Hourly charges, Fixed Fees
WEALTHSTAR ADVISORS, LLC
305b W Spring Creek Parkway, Suite 400
Plano, TX, 75023
164957 $608,946,247 2643 A Percentage of AUM, Hourly charges, Fixed Fees
THE WATCHMAN GROUP, INC.
5045 Lorimar Drive, Suite 200
Plano, TX, 75093
133690 $451,116,226 940 A Percentage of AUM, Hourly charges, Fixed Fees
MOSS, LUSE & WOMBLE, LLC
5160 Tennyson Parkway, Suite 2000w
Plano, TX, 75024
152841 $319,593,000 1571 A Percentage of AUM, Hourly charges, Fixed Fees
WHITE ROCK OIL & GAS HOLDINGS, LLC
5810 Tennyson Parkway, Suite 500
Plano, TX, 75024
165255 $312,341,463 4 A Percentage of AUM, Performance Based
CMG WEALTH MANAGEMENT
2500 Dallas Parkway, Suite 400,
Plano, TX, 75093
307513 $299,460,357 652 A Percentage of AUM

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