DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
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!
We understand your financial needs are not always the same! Choosing the right financial advisor in Plano is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Plano & pick the one as per your needs
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 19 vetted financial advisors and 35 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 23 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
866-551-1705
Top Financial Advisor Firms in Plano, Texas (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| FISHER INVESTMENTS 6500 International Pkwy, Ste 2050 Plano, TX, 75093-8222 | 107342 | $298,729,428,900 | 360116 | A percentage of AUM, Performance Based |
| CATALYST STRATEGIC SOLUTIONS 6801 Parkwood Boulevard, Plano, TX, 75024-7198 | 44970 | $44,680,083,373 | 78 | A percentage of AUM, Fixed fees |
| FISHER RETIREMENT SOLUTIONS LLC 6404 International Parkway, Suite 1100 Plano, TX, 75093 | 331205 | $4,903,397,592 | 1718 | A percentage of AUM, Fixed fees |
| RETIREMENT PLANNERS OF AMERICA 2820 Dallas Parkway, Plano, TX, 75093 | 157222 | $3,557,314,906 | 15137 | A percentage of AUM |
| SFMG WEALTH ADVISORS 3960 Dallas Parkway, Suite 400 Plano, TX, 75093 | 107548 | $2,248,716,764 | 3834 | A percentage of AUM, Fixed fees |
| ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC 5600 Tennyson Parkway, Suite 175 Plano, TX, 75024-7181 | 143002 | $1,370,000,000 | 2 | A percentage of AUM, Performance Based, Other (FIXED DOLLAR FEES THAT CAN CHANGE WITH AUM SIZE) |
| ASTRA WEALTH MANAGEMENT GROUP 5700 Granite Parkway, Suite 330 Plano, TX, 75024 | 326006 | $1,302,943,135 | 2928 | A percentage of AUM, Hourly charges, Fixed fees |
| URBAN FUND MANAGEMENT, LLC 1000 East 14th Street, Suite 300 Plano, TX, 75074 | 167491 | $808,014,423 | 11 | A percentage of AUM, Performance Based, Other (AFFILIATE GENERAL, ADMINISTRATIVE, AND OPERATOR EXPENSE PASS-THR) |
| INSIGHT WEALTH PARTNERS 3333 Premier Drive, Suite 800 Plano, TX, 75023 | 153635 | $789,957,931 | 2901 | A percentage of AUM, Hourly charges, Fixed fees |
| VANN EQUITY MANAGEMENT LLC 4975 Preston Park Blvd #490, Plano, TX, 75093 | 174239 | $701,026,488 | 108 | A percentage of AUM, Hourly charges, Fixed fees |
| ASSETBUILDER, INC. 1255 West 15th Street, Suite 1000 Plano, TX, 75075 | 142665 | $686,998,579 | 1759 | A percentage of AUM |
| WEALTHSTAR ADVISORS, LLC 305b W Spring Creek Parkway, Suite 400 Plano, TX, 75023 | 164957 | $671,459,524 | 2571 | A percentage of AUM, Hourly charges, Fixed fees |
| TYME ADVISORS 5851 Legacy Circle, 6th Floor Plano, TX, 75024 | 285212 | $610,769,800 | 463 | A percentage of AUM, Hourly charges, Fixed fees |
| MOSS, LUSE & WOMBLE, LLC 5160 Tennyson Parkway, Suite 2000w Plano, TX, 75024 | 152841 | $595,179,000 | 2951 | A percentage of AUM, Hourly charges, Fixed fees |
| THE WATCHMAN GROUP, INC. 5045 Lorimar Drive, Suite 200 Plano, TX, 75093 | 133690 | $576,225,767 | 958 | A percentage of AUM, Hourly charges, Fixed fees |
Select other cities around Plano, Texas to broaden your search for a financial advisor
- Financial Advisors in Amarillo, Texas
- Financial Advisors in Austin, Texas
- Financial Advisors in Cedar Park, Texas
- Financial Advisors in Dallas, Texas
- Financial Advisors in Flower Mound, Texas
- Financial Advisors in Fort Worth, Texas
- Financial Advisors in Frisco, Texas
- Financial Advisors in Houston, Texas
- Financial Advisors in Irving, Texas
- Financial Advisors in Lufkin, Texas
- Financial Advisors in Mcallen, Texas
- Financial Advisors in Mckinney, Texas
- Financial Advisors in New Braunfels, Texas
- Financial Advisors in Plano, Texas
- Financial Advisors in San Antonio, Texas
- Financial Advisors in Southlake, Texas
- Financial Advisors in Spring, Texas
- Financial Advisors in Sugar Land, Texas
- Financial Advisors in Tyler, Texas
- Financial Advisors in Weatherford, Texas
- Financial Advisors in Wylie, Texas
Frequently Asked Questions
Find an Advisor
It's Fast, Free & Easy
Your Information is Safe and Secure
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR