Find a Financial Planner in Collin County, TX

 

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We did the hard work of finding trustworthy partners in Collin County, TX.

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We Only Work With The Best Collin County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Collin County, TX


  • Financial Advisor Close to Collin County, TX

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Collin County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Collin County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Collin County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
13.4% of Collin County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Collin County area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Collin County area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Collin County area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Collin County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Texas has unique laws defining which actions trigger a taxable event and has the 20th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Collin County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Collin County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Collin County, TX


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Collin County, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Collin County financial advisors.
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How Retirement-Friendly is Collin County, TX?

  • Population: 973,977
  • % of Population 62 Years and Over: 13.4%
  • Average Home Value: $321,000
  • Average Monthly Housing Cost: $1,608
  • Average Household Income: $123,796
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)


The Top Financial Advisor Firms in Collin County, TX


ASSETBUILDER, INC.

Website

(972) 535-4040

1255 West 15th Street
Suite 1000
Plano, TX 75075

SEC#: 801-67404
Years in Business: 14 years

VANN EQUITY MANAGEMENT LLC

Website

(214) 983-0346

4975 Preston Park Blvd #490

Plano, TX 75093

SEC#: 801-80766
Years in Business: 6 years

1839 ASSET MANAGEMENT LLC

Website

(917) 797-3452

7950 Legacy Drive
Suite 442
Plano, TX 75024

SEC#: 801-112123
Years in Business: 3 years

CMG WEALTH MANAGEMENT

Website

(469) 729-7084

2500 Dallas Parkway, Suite 400

Plano, TX 75093

SEC#: 801-118163
Years in Business: 1 years

FULCRUMEQ

Website

(888) 304-6942

5700 Granite Parkway
Suite 200
Plano, TX 75024

SEC#: 801-79524
Years in Business: 7 years

GARNER ASSET MANAGEMENT CORPORATION

Website

(214) 387-6095

5700 Granite Parkway
Suite 200
Plano, TX 75024

SEC#: 801-107524
Years in Business: 5 years

THE WATCHMAN GROUP, INC.

Website

(469) 241-0122

5045 Lorimar Drive
Suite 200
Plano, TX 75093

SEC#: 801-63818
Years in Business: 16 years

INSIGHT WEALTH PARTNERS

Website

(972) 543-4800

3333 Premier Drive
Suite 800
Plano, TX 75023

SEC#: 801-71491
Years in Business: 10 years

LEGACY CONSULTING GROUP

Website

(972) 599-4750

5000 Legacy Dr., St. #450

Plano, TX 75024

SEC#: 801-57457
Years in Business: 21 years

SFMG WEALTH ADVISORS

Website

(972) 960-6460

7800 Dallas Parkway
Suite 350
Plano, TX 75024

SEC#: 801-44699
Years in Business: 27 years