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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 19 vetted financial advisors and 29 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 24 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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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 | $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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