Find a Financial Planner 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 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 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

 

How Can a CFP® in Plano Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Plano area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners in Plano offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
16.2% of Plano's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Plano area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Plano area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Plano area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
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 Plano 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 is a service offered by many financial advisors, planners, and other professionals in the Plano area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Plano area when dealing with high-interest credit card debt and private student loans.

 

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: 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

SFMG WEALTH ADVISORS

Website

(972) 960-6460

7800 Dallas Parkway
Suite 350
Plano, TX 75024

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