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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 81 56 20

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

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

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

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Bragg Comer Financial Advisors, LLC

Bragg Comer Financial Advisors is a Plano firm offering retirement planning, investment management, and risk tolerance services. The company specializes in strategic wealth planning and investment management for pre-retirement individuals. Advisors provide clients with unbiased guidance regarding their financial futures. Company founder Bragg Comer has been a financial planner and investment advisor for 18 years. His independent advisory firm was opened in 2008 to serve clients on a fee-only basis.

Cain Watters & Associates

Cain Watters & Associates is a specialized financial planning firm that serves dentists and orthodontic practices throughout the United States. Based in Plano, the company has been practicing since 1984. Dentists receive comprehensive financial planning services that manage everything from accounting to tax planning. Individuals can receive personal financial plans, retirement planning, and estate planning services. For small business owners, the financial advisors offer help with bookkeeping, transitions, and strategic tax plans.

DeRamus Wealth Management LLC.

DeRamus Wealth Management is an independent financial advisory firm based in Plano. Company founder and president Lawrence DeRamus has more than 20 years of experience in the financial services, real estate, and business industries. For professionals, the company provides financial planning strategies, retirement plans, investment tax planning, and planning for special situations. They also provide more comprehensive investment management services to highly-compensated individuals, and business planning and investment strategies for businesses.

Domestique Capital LLC

Domestique Capital is a financial advisory firm with offices in Dallas, Richardson, Frisco, Allen, and Plano. The company has been featured in Investopedia, the Wall Street Journal, U.S. News, and Yahoo! Finance. Founded in 2009, Domestique Capital provides clients with financial planning, tax planning, investment management, and insurance services. They aim to work with clients of all income levels, and don’t have a minimum asset requirement to start building an investment portfolio.

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.

GB Financial Services LLC

GB Financial Services is an independent and holistic wealth planning firm based in Plano. Founder Gary Brownfield has been a Certified Financial Planner since 2006 and in the financial services industry since 1999. GB Financial Services offers life and education planning, retirement and estate planning, long-term care strategies, and strategies for wealth accumulation.

Insight Wealth Partners

Insight Wealth Partners is an independent wealth advisory firm with headquarters in Plano. The company team is comprised of financial advisors, account managers, portfolio managers, and support staff. Clients include high net worth business owners and individuals. The advisors leverage more than 130 years of combined financial experience to help with retirement planning, tax planning, estate planning, and asset protection.

Legacy Consulting Group

Legacy Consulting Group provides financial life planning services to help Plano clients meet their financial goals. Founded in 1998 by Steven Wachs and Roger Shake, they and their team bring more than one-hundred years of combined financial, investment, and accounting experience to the table. Clients receive consultation about their life goals, followed by step-by-step plans for how to achieve those goals with investment and savings plans.

Level Four Advisory Services

Level Four Advisory Services offers financial services to individuals and businesses in the Plano area. They believe in a holistic approach, and clients receive a customized plan to manage their finances, assets, businesses, and risk. Formed in 2000 by Jake Tomes, the company offers investment and asset management services for individuals, as well as retirement plans, accounting services, and other business services for employers.

Lifeway Financial Corporation

Based in Plano, Lifeway Financial Corporation provides investment management and financial planning services to individuals and families. They work with clients to assess their current financial status and provide analysis on how to grow their assets and meet financial goals. Their services include fee-based investment management in addition to education, retirement, tax, and estate planning.

Odyssey Wealth Management, LLC

Founded by Certified Financial Planner Brent Little, Odyssey Wealth Management is a fee-only, independent advisory firm based in Plano. Though they specialize in tax management and asset protection, they also offer retirement planning and investment management services. Regardless of whether the goal is to develop a college fund, plan for retirement, or prepare for succession, as a fiduciary Odyssey Wealth Management aims to place the client’s best interest first.

Pearl Financial Planning LLC

Pearl Financial Planning provides fee-only guidance to clients in the Plano area. Founded by Gretchen Behnke, Pearl Financial Planning offers a free initial consultation to learn about client’s financial goals. They believe in a holistic approach to finance and offer investment management options with no asset minimum. Other services include cash management, education, retirement, and tax planning, as well as helping you maximize your employee benefits.

Pioneer Wealth Management Group

Pioneer Wealth Management Group is a fee-only fiduciary advisor with offices in Austin and Plano. Operating since 2004, Pioneer Wealth Management offers wealth planning services such as retirement planning, portfolio optimization, and tax and estate planning in addition to asset management services. They also offer an hourly issue consultation service for individuals who don’t require extensive planning services.

SFMG Wealth Advisors

SMFG Wealth Advisors is a wealth management and financial planning group based in Plano. Founded in 1992, the team now has seventeen financial advisors and analysts to help individuals and businesses develop cohesive financial plans. In addition to financial planning, investment management, and wealth management services, SMFG Wealth Advisors also helps individuals with retirement, tax, insurance, estate, education, and charitable planning.

Plano, TX 75024


Stowe Financial Planning, LLC

Stowe Financial Planning LLC is a fee-only fiduciary group that aims to help their clients grow, build, manage, and protect assets through various life transitions. They frequently provide retirement, insurance, and estate planning, cash and investment management, and employee benefit analysis services. They have multiple offices in the Dallas Fort Worth area, including Plano, Dallas, Garland, Richardson, and Carrollton.

Strategic Financial Planning, Inc.

Located in Plano, Strategic Financial Planning offers multiple financial advisory and analysis services for retirement and investment. In addition to portfolio analyses and evaluations of insurance policies, the company provides tax planning and reviews tax returns, and assists with estate planning. For business owners, Strategic Financial Planning helps with management succession planning, advice for start-ups, and reviews of employee benefit programs.

Talis Advisory Services, LLC

Talis Advisory Services is an award-winning financial planning firm that's been named as one of CNBC's Top 100 Fee-Only Wealth Managers. Clients include businesses, families, and individuals in the Plano area. As a fee-only company, Talis Advisory Services can keep itself free of conflicts of interest and keep the client’s goals as top priority. The company offers a variety of services including comprehensive wealth management, investment advice, and financial planning for the future.

TFR Wealth Management

TFR Wealth Management is a Plano-based financial advisor company that offers comprehensive wealth management services. Their services include asset and risk management, estate planning, and investment management. Founded by Bobby James in 1988, TFR Wealth Management currently represents over $200 million in assets. Their fee-based structure allows them to customize each financial and investment plan to the individual client.

The Watchman Group, Inc.

Based in Plano, the Watchman Group is an independent, fee-only firm offering financial planning and investment services to the North Texas area. Company president Mark Robinson has over 20 years of experience as a registered investment advisor. In addition to providing investment services and portfolio analysis, the Watchman Group also helps individuals plan for and manage their retirement with tax, insurance, and estate planning services.

WealthStar Advisors, LLC

WealthStar Advisors is an independent wealth management and financial planning firm serving high net worth individuals and businesses in Plano. Founded in 2010, the staff and advisors have more than 175 years of combined advisory experience. The company works one-on-one with clients to identify concerns and goals, then creates and implements financial plans. Their services include investment advice, and estate, tax, and protection planning.

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