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Best Financial Advisors in Plano

2024

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SmartAdvisor by SmartAsset

Plano, TX
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Plano, TX

Why choose this provider?

Need help contacting a Financial Advisor in Plano? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
5700 Tennyson Parkway, Suite 300, Plano, TX 75024
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Provident Financial Planning caters to residents of Plano who need financial advice. Its in-depth team of certified financial planners, certified public accountants, and doctors of jurisprudence consider clients’ dreams, concerns, and unique circumstances to create customized strategies to accomplish their goals. With over $100 million in assets under management and 10 years of experience, Provident Financial Planning works on customers’ investment management, legacy planning, and tax strategy concerns. Founder Paul S. Michel established the office in 2017.

License Verified:

License: 5573836

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3333 Premier Drive, Plano, TX 75023
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Insight Wealth Partners is a wealth management and advisory firm that serves high-net-worth individuals, families, and business owners from Plano and the surrounding areas. Its financial planning services include areas such as tax strategies, asset protection, insurance and risk management, education funding, and estate and retirement income planning. Founder and managing member David S. Dryden has been working in the wealth management field for 29 years. He has been quoted in publications such as The Wall Street Journal and Forbes.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
5700 Granite Parkway, Plano, TX 75024
  • Retirement Planning
  • Tax Planning

Why choose this provider?

With over decades of experience, Heritage Financial Planning is a wealth management firm that serves Plano and nearby areas. The financial advisory group helps clients reach financial objectives such as ensuring retirement income, maximizing wealth transfer, reducing tax burden, establishing charitable legacies, and minimizing the effects of inflation. Heritage Financial Planning consists of advisors with years of financial knowledge and technical expertise. Several of their advisors are FPA members, and Steve, the company's founder, is a NAPFA-registered financial advisor.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5809 Cardigan Drive, Plano, TX 75093
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Based in Plano, Domestique Capital is a financial planning firm serving individuals in the metro. It provides wealth management services such as financial planning, tax planning, estate planning, and retirement planning. It also assists clients with investment management, 401(k) plans, and personal insurance products. Damon Gonzalez founded Domestique Capital in 2009 after almost 10 years of experience in the financial services industry. He attained the designation Retirement Income Certified Professional in 2015 and has been a Certified Financial Planner since 2004.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2400 Dallas Parkway, Plano, TX 75093
  • Estate Planning
  • Retirement Planning

Why choose this provider?

The Willow Bend Group of Wells Fargo Advisors offers wealth management services to clients in and around Plano. Its advisors provide personalized and comprehensive financial roadmaps to help clients achieve their financial goals. Through the company's Envision Process, its advisors are able to track each client's progress towards their goals as well as make adjustments whenever necessary. Some of the services being offered include estate planning, retirement planning, advisory services, and succession and business exit strategies.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
6900 Dallas Parkway, Plano, TX 75024
  • Estate Planning

Why choose this provider?

Cain Watters & Associates is a team of financial advisors focusing on the needs of dental practices in Plano. It provides business planning and personal financial planning to new dentists. In addition, the firm helps existing dental practitioners transition their business entities to new owners. Other services include wealth management, accounting, and tax service. Cain Watters & Associates has been serving dentists in the local community and across the country since 1984. All of its financial planners are certified public accountants.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.3 / 5 (46)
Yelp
3.5 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
3400 North Central Expressway, Richardson, TX 75082
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Generational Wealth Advisors comprises a team of financial advisors who work with professionals, business owners, and corporate executives in Plano and the surrounding areas. They provide wealth management solutions using a client-focused approach. Services include portfolio management, financial planning, securities-based lending, estate planning, risk management, and retirement income planning. The firm's Director of Client Development, Gina Aldaz, has been in the financial industry for the last 20 years. She has experience serving executive teams of organizations, including 1013 Communications, Cox Media, and Scripps.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
7200 Dallas Parkway, Plano, TX 75024
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Website
7500 Dallas Parkway, Plano, TX 75024
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Credent Wealth Management is a team of financial advisors with offices in Plano and Waco. Its planning services cover estates, business succession, and financial goals. The professionals also provide investment management assistance, which involves conducting regular portfolio reviews, executing actionable insights and security transactions, and employing risk management guidelines. The financial planners and advisors at Credent Wealth Management have more than 150 years of collective industry experience. They also serve residents in Michigan and Indiana.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5550 Granite Parkway, Plano, TX 75024
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Parkway Wealth Management Group is a financial advisory firm that caters to individuals and families in the Plano metro and the surrounding areas. It handles asset, portfolio, and risk management, as well as estate, financial, and retirement planning. T. Ray Baker is a founding partner and a managing director at Parkway Wealth Management Group. He is a Certified Financial Planner with more than 22 years of experience in the industry.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Yelp
4.2 / 5 (54)
Facebook
4.8 / 5 (32)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
5000 Legacy Drive, Plano, TX 75024
  • Certified Financial Planner (CFP)

Why choose this provider?

Legacy Consulting Group provides financial life planning services to help Plano clients meet their financial goals. Founded in 1998, the firm has more than 100 years of combined financial, investment, and accounting experience. Clients receive consultation about their life goals, followed by step-by-step plans in achieving the goals with investment and savings plans. Managing Partner Roger Shake is a Certified Financial Planner, Registered Life Planner, and Certified Financial Transitionist. He has over 30 years of financial experience.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
130 N. Preston Road, Prosper, TX 75078
  • Certified Financial Planner (CFP)

Why choose this provider?

Benold Financial Planning is a local firm catering to individuals and businesses in Plano. It offers financial planning services, including creating and maintaining cash flow budgets. Its process involves consultation, creation of plans with specific action points for different goals, and implementation with varying time frames. The firm also provides debt management, investment management, insurance optimization, and retirement and tax planning solutions. Its founder, Stephen Benold, is a Certified Financial Planner, who was a family physician for 30 years.

License Verified:

License: 134258

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (23)

Website
5045 Lorimar Drive, Plano, TX 75093
  • Tax Planning

Why choose this provider?

The Watchman Group is an independent firm based in Plano offering financial planning and investment services to clients around the country. In addition to providing investment services and portfolio analysis, the firm also helps individuals plan for and manage their retirement with tax, insurance, and estate planning services. Established in 2004, the firm is named in reference to the night watchman who was said to be the protector of the dark streets of Europe in the 17th and 18th centuries.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.3 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1400 Preston Road, Plano, TX 75093
  • Private Wealth Advisor
  • Retirement Planning

Why choose this provider?

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.

Website
6513 Preston Road Suite 100, Plano, TX 75024
  • Certified Financial Planner (CFP)

Why choose this provider?

Strategic Financial Planning Inc. is a firm in Plano that specializes in wealth management and holistic financial planning. It helps clients plan out various aspects of their finances, including retirement income and insurance. Its staff can also review and manage a client's will. Strategic Financial Planning has been featured in various media outlets, including The Wall Street Journal and The Dallas Morning News. Its founder, Bryan Lee, is a member of the National Association of Personal Financial Advisors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Website
12400 Coit Road, Dallas, TX 75251
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Why choose this provider?

Level Four Advisory Services provides comprehensive financial advice to individuals, business owners, investors, and organizations in the Plano area. It has retail offices across the United States. The firm offers financial planning, risk and asset management, corporate retirement plans, and business services. Level Four Advisory Services optimizes clients' financial strength through its four levels of client service—organize, create, plan, and communicate. It has more than 18 years of experience in the industry and ranked 12th in Accounting Today's Top Firms by Asset Under Management in 2020.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • When are the values of assets under management in Plano determined?

    The values of assets under management in Plano are computed within 90 days before filing the Form ADV. They are based on these assets’ current market value. Thereafter, the values of assets under management are reported in a yearly updating amendment that is filed within 90 days after the end of the fiscal year of the adviser.

  • What if a Plano financial adviser who is registered with Texas subsequently has their assets under management reach 100 million dollars?

    If a Plano financial adviser who is registered with Texas grows their assets under management to 100 million dollars or more, they should apply for SEC registration within 90 days after they filed a yearly updating amendment to the Form ADV to report this fact. This is in accordance with the SEC Rule #203A 1.

  • Is it important for Plano residents to use the state 529 plan of Texas?

    Since Texas does not have a personal income tax, it is not essential for Plano residents to use their state’s 529 plan. They can instead select from other state 529 plans being offered. These plans are investment accounts that provide tax benefits when paying for educational expenses for beneficiaries, such as costs of college tuition, K–12 education, and apprenticeship and trade school programs, as well as for repaying student loans.

  • Who benefits from the Texas’ Physician Education Loan Repayment Program in Plano?

    The state’s student loan forgiveness program known as the Physician Education Loan Repayment Program benefits certain Plano physicians who have certain qualifications. It aims to help doctors practicing outpatient medicine in U.S. Department of Health & Human Services-designated health shortage areas. It also benefits doctors who offer health care services under Chapter 32, Texas Human Resources Code-authorized medical assistance program. Enrollees of Chapter 62, Texas Health and Safety Code-authorized child health plan program also qualify.

  • How much does Texas’ Physician Education Loan Repayment Program give to Plano doctors?

    Texas provides a total of 180,000 dollars for PELRP recipients in Plano, paid out yearly for a maximum of four years. Here is the award breakdown: -16% for loan balances not reaching 180,000 dollars, or 30,000 dollars for the recipient’s first service period -22% for similar balances or 40,000 dollars for the recipient’s second service period -28% for similar balances or 50,000 dollars for the recipient’s third service period -34% for similar balances or 60,000 dollars for the recipient’s fourth service period

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.