Find a Financial Advisor in Plano, TX

 

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

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We Only Work With The Best Plano 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Plano, TX


  • Financial Advisor Close to Plano, 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

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

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

  • Population: 287,064
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $323,300
  • Average Monthly Housing Cost: $1,520
  • Average Household Income: $126,073
  • 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 Plano, 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: 4 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

 


Plano, TX Financial Advisor FAQs

It depends. If you are relatively risk-averse or don't invest enough time into how your investments are performing, then yes. An experienced financial advisor will be able to provide you with personalized guidance by looking at your current lifestyle, income needs, and future objectives during this process.
A financial advisor helps individuals and families set up a budget, invest their money, and prepare for retirement. The process first involves learning about the client's income, investment needs or wants, social security benefits, current or past marriage status and children on the horizon.
You may want to ask your employer, family members or friends for recommendations.
Financial advisors are paid by fees. Depending on the advisor's affiliation, they may charge either a flat fee per year or take a percentage of assets. Due to these different types of payment structures, it is important for prospective clients to evaluate both their own finances, as well as the background of the financial management company before signing on with an investment firm.