Best Financial Advisors in Plano

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Plano Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 84 59 23

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

DeRamus Wealth Management

  • Retirement Planning
  • Private Wealth Advisor

DeRamus Wealth Management is an independent financial advisory firm that serves the residents of Plano and the surrounding areas. Its wealth management and investment services include financial planning, investment planning, and retirement planning. It also offers financial services for corporations, executives, and highly compensated employees. Founder and president Lawrence DeRamus has a combined experience of more than 20 years in finance, business, and real estate. He is a member of the Institute of Certified Financial Planners and the Financial Planning Association.

1400 Preston Road
Plano, TX 75093


Fulton Financial Planning, Inc.

Fulton Financial Planning is an independent Plano firm that provides financial advice and planning on an hourly, as-needed basis. The firm aims to answer client questions and empower them with financial plans they can implement themselves. Their services include investment advice, second opinions, retirement planning, insurance analysis, and college funding strategies. Founder Deidra Fulton became a financial planner after 25 years in the property and casualty insurance industries.

Plano, TX


GB Financial Services, LLC

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

GB Financial Services, LLC, is an independent wealth planning firm based in Plano. It works with clients in creating and managing long-term plans through its range of services such as wealth accumulation, estate planning, life planning, retirement planning, and long-term care. The company practices holistic planning and has both a Certified Financial Planner and a life coach on staff to provide support in financial and personal concerns. GB Financial Services is an affiliate of the Commonwealth Financial Network.

7200 Dallas Parkway
Plano, TX 75024


Odyssey Wealth

  • Estate Planning
  • Certified Financial Planner (CFP)

Odyssey Wealth is a financial planning and investment firm that serves Plano. It offers financial services to a wide range of clients, including entrepreneurs and business owners, high-net-worth families, medical professionals, and private equity and investment strategists. It helps clients attain their financial goals through wealth planning services, including asset protection strategies, estate planning and entity creation, tax planning and preparation, and income statement and balance sheet analysis. Odyssey Wealth also offers investment management services. Managing partner Brent Little is a CPA and a CFP.

Dallas Parkway
Plano, TX 75093


Wealth Star Advisors

  • Estate Planning
  • Certified Financial Planner (CFP)

Wealth Star Advisors is a firm headquartered in Plano that has been operating since 2010. Its staff members and partners, who have nearly two centuries of cumulative experience in the industry, provide various advisory services. With their commitment to prioritizing client needs, these professionals offer wealth management, comprehensive financial planning, estate planning, tax planning, and protection planning. They also provide assistance with financial planning software and web-based meeting tools. The associates at Wealth Star Advisors hold CFP, APMA, and CRPC designations.

305 Spring Creek Parkway
Plano, TX 75023