What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Plano, TX area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Plano, TX Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Bryan Lee
CFP®, MBA
Strategic Financial Planning, Inc.
Plano, TX
Specialties: Comprehensive Financial Planning, Retirement Income and Distribution Planning, Investment Portfolio Analysis and Management, Insurance/Risk Management Analysis, Stock Option Evaluation & Strategies, Proactive Tax Planning, Estate Planning, Education Planning, Business Planning
As financial advisors in Plano, TX we specialize in holistic financial planning and wealth management.
Marques Glaze
MBA
Credent Wealth Management
Plano, TX
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Michael Domingo
CFP®, CLU®, CRPC®™, MBA, MS, MPAS™®
Cadence Financial Advisors, LLC
Allen, TX
Specialties: Helping you make smart financial decisions., Tax Efficient Investment Strategy, Generating sustainable lifetime income, Planning your second life
Contact me and let's talk about what's important about money to you.
Katie Brewer
CFP®
Your Richest Life
Plano, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Dallas, TX and Serving Clients Across the Country
Chao Zhang
MBA, CFA®, CFP®
Think Different Wealth Advisors LLC
Allen, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Cash Flow Budgeting, Investment Management, Active Investing, Stock Options/Stock Grants/RSUs/Employee Stock Purchase Plans (ESPP), Tax Planning, Education Planning, Estate Planning, Risk Management/Insurance Review and Planning
I offer a white glove, high touch model. While other advisors may serve 100 to 200 clients each, I intend to serve only 20 financial planning clients exceptionally well.
Brian Fry
CFP®
Safe Landing Financial
Plano, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Social Security Optimization, Estate Planning
Flat-fee comprehensive financial planning for professionals and pre-retirees pursuing a work-optional lifestyle. Based in Plano, TX and serving clients nationwide virtually. Tax-efficient strategies. Smart investing. Financial clarity.
Cole Williams
CFP®, CIMA®, BFA™
Vessel Financial Planning
Plano, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Milestone Planning, Insurance and Risk Management
Helping young and mid-career professionals align their money with what matters most.
Christopher Bredeson
Credent Wealth Management
Plano, TX
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Dr. Andy Lawson
BS, MS, PhD (Finance), CFP®
Freshfield Investments
Plano, TX
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
I'm an investment manager and financial planner and the principal of Freshfield Investments, a fee-only, fiduciary Registered Investment Advisory firm in Plano, Texas serving clients locally and nationally.
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
