Deidra G. Fulton

Deidra G. Fulton

| CFP®

Fulton Financial Planning, Inc.

Fee-Only Financial Advisor serving Plano, suburban Dallas and the North Texas area

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Hourly Planning Fee Structure
  • Middle Income Client Needs

Visit Us

5068 West Plano Parkway
Suite 300
Plano, TX 75093

Deidra Fulton is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Deidra Fulton, a Certified Financial Planner™ professional, is the founder and president of Fulton Financial Planning, Inc., a firm that specializes in providing fee-only financial planning and advice to people from all walks of life.  There are no income or net worth minimum requirements in order to become a client, nor are long-term contracts required.  Services are offered on either a flat-rate-per-project basis or on an hourly, as-needed basis.

As a fee-only firm, Fulton Financial Planning is compensated solely by the client, with no third party influences affecting the guidance provided.  This structure provides maximum objectivity with regard to client recommendations.  It also gives clients the most flexibility in implementing their plan, whether they choose traditional or online means, or a self-directed or full-service plan.

Deidra has been awarded the CFP® marks of distinction by the Certified Financial Planner™ Board of Standards.  CFP certificants must meet specific educational and experience requirements, as well as pass a rigorous ten-hour examination requiring comprehensive knowledge of insurance, taxes, investments, estate planning, employee benefits and retirement planning.  In addition Deidra stays abreast of current developments in the financial planning profession by completing a minimum of 60 hours of continuing education over every 2 year period. 

She has also achieved the Chartered Property Casualty Underwriter designation from the American Institute for Chartered Property Casualty Underwriters.  She holds a BA degree from Baylor University.

Deidra is a member of the National Association of Personal Financial Advisors and the Garrett Planning Network.  She is also a member of the Plano Chamber of Commerce.