Collin County, TX Financial Advisors and Resources



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: 11 years

LEGACY CONSULTING GROUP

Website

(972) 599-4750

5000 Legacy Dr., St. #450

Plano, TX 75024

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


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.)


Collin County, TX Financial Advisor FAQs

Financial advisors get paid through commissions, fees, and salary. All three have pros and cons.
For most people, it is important to choose a financial advisor that fits your overall investing strategy, rather than choosing the best professional. Review first your current financial situation and your goals. From there, choose someone who specializes in your area of need.
A good strategy is to ask if they have had significantly different levels of success with people looking for different things and what that says about their skill level.
A financial advisor provides investment advice about personal investments to their clients, works closely with the client to help them think about future goals and risk tolerance, understand how investments work at an extremely deep level, and use their knowledge of investing to choose appropriate investments for each individual.