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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 161 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 21 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
972-755-9000
Top Financial Advisor Firms in Plano, Texas (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| CATALYST STRATEGIC SOLUTIONS 6801 Parkwood Boulevard, Plano, TX, 75024-7198 | 44970 | $42,689,778,864 | 76 | A percentage of AUM, Fixed fees |
| RETIREMENT PLANNERS OF AMERICA 2820 Dallas Parkway, Plano, TX, 75093 | 157222 | $4,709,352,114 | 19153 | A percentage of AUM |
| CAIN, WATTERS & ASSOCIATES, LLC 6900 Dallas Parkway, Ste 500, Plano, TX, 75024 | 111521 | $2,753,384,041 | 6872 | A percentage of AUM, Hourly charges, Fixed fees |
| TECTONIC ADVISORS LLC 6900 Dallas Parkway, Suite 625 Plano, TX, 75024 | 139713 | $2,686,961,917 | 4633 | A percentage of AUM |
| ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC 5600 Tennyson Parkway, Suite 355 Plano, TX, 75024-7181 | 143002 | $2,430,000,000 | 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 | $1,975,358,577 | 3543 | A percentage of AUM, Hourly charges, Fixed fees |
| ASSETBUILDER, INC. 1255 West 15th Street, Suite 1000 Plano, TX, 75075 | 142665 | $822,649,209 | 2021 | A percentage of AUM |
| URBAN FUND MANAGEMENT, LLC 1000 East 14th Street, Suite 300 Plano, TX, 75074 | 167491 | $763,447,000 | 8 | A percentage of AUM, Performance Based |
| INSIGHT WEALTH PARTNERS 3333 Premier Drive, Suite 800 Plano, TX, 75023 | 153635 | $758,223,455 | 2477 | A percentage of AUM, Hourly charges, Fixed fees |
| WEALTHSTAR ADVISORS, LLC 305b W Spring Creek Parkway, Suite 400 Plano, TX, 75023 | 164957 | $717,616,108 | 2482 | A percentage of AUM, Hourly charges, Fixed fees |
| VANN EQUITY MANAGEMENT LLC 4975 Preston Park Blvd #490, Plano, TX, 75093 | 174239 | $700,146,434 | 57 | A percentage of AUM, Hourly charges, Fixed fees |
| THE WATCHMAN GROUP, INC. 5045 Lorimar Drive, Suite 200 Plano, TX, 75093 | 133690 | $505,859,384 | 243 | A percentage of AUM, Hourly charges, Fixed fees |
| CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC 4965 Preston Park Blvd, Ste 100 Plano, TX, 75093 | 138524 | $403,658,957 | 349 | A percentage of AUM, Performance Based |
| FULCRUM EQUITY MANAGEMENT, LLC 5700 Granite Parkway, Suite 200 Plano, TX, 75024 | 159099 | $375,253,687 | 2013 | A percentage of AUM, Hourly charges, Fixed fees |
| WHITE ROCK OIL & GAS HOLDINGS, LLC 5810 Tennyson Parkway, Suite 500 Plano, TX, 75024 | 165255 | $341,242,565 | 4 | A percentage of AUM, Performance Based |
Additional Financial Advisors in Plano, Texas
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Anthony Lopez Inquire with Anthony | 6860 N Dallas Pkwy, Ste 500 Plano, TX 75024 | 972-244-5746 |
| Brady Hollingsworth Inquire with Brady | 4504 Legacy Dr, Ste 200 Plano, TX 75024 | 214-445-0631 |
| Bobby A Leach Inquire with Bobby | 7500 Dallas Parkway, Suite 500 Plano, TX 75024 | 972-964-4512 |
| B J Seastone Inquire with B | 5172 Village Creek Dr, Ste 104 Plano, TX 75093 | 972-996-4963 |
| Bruce Bordelon Inquire with Bruce | 5172 Village Creek Dr, Ste 104 Plano, TX 75093 | 972-447-5197 |
| Kane Vines Inquire with Kane | 5700 Granite Pkwy, Ste 200 Plano, TX 75024 | 469-409-7283 |
| Chris Black Inquire with Chris | 5172 Village Creek Dr, Ste 104 Plano, TX 75093 | 972-447-5175 |
| Mark Stegman Inquire with Mark | 3333 Premier Dr, Ste 100 Plano, TX 75023 | 972-543-4850 |
| Jim Middlebrook Inquire with Jim | 5172 Village Creek Dr, Ste 104 Plano, TX 75093 | 972-447-5162 |
| Michelle Morehead Inquire with Michelle | 6860 N Dallas Pkwy, Ste 500 Plano, TX 75024 | 972-232-1675 |
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