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
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.
Jordan Benold
CFP®, MBA
Benold Financial Planning
Prosper, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Financial Planning for Physicians and Healthcare Professionals | Offices near Austin and Dallas, TX
Allen Gibson
CFP®, ChFC®, CRPC®, CLTC®, CDFA®, CEP®, BFA, NSSA®, RSSA®
GIBSON WEALTH ADVISORS LLC
Allen, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Social Security & Medicare Consulting, Investment Management, Tax Planning & Preparation, Insurance Analysis and Recommendations
Fee-Only financial planner with offices in DFW an Tyler, Texas, serving clients locally and virtually across the country
Shehara Wooten
CFP®
Your Story Financial, LLC
Plano, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Virtual Fee-Only financial planner located in Dallas Metro-Plex, serving clients locally and across the country
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
Michael Domingo
MS, MPAS®, MBA, CFP®, CLU®
Cadence Financial Advisors, LLC
Allen, TX
Specialties: Planning your second life, Generating sustainable lifetime income, Tax Efficient Investment Strategy
Contact me and let's talk about what's important about money to you.
Bryan Lee
CFP®, MBA
Strategic Financial Planning, Inc.
Plano, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving Frisco/Plano, TX area.
Johanna Mussro
FPQP®
BlueSky Wealth Advisors
Plano, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Plano, TX, serving clients locally and across the country
John Gay
CFP®, CKA®, MS, CEBS
Frisco Financial Planning LLC
Frisco, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Advice-Only financial planner located in Frisco, TX (near Plano, McKinney, and Allen) serving clients locally and across the country since 2004.
Bragg Comer
CFP®, MBA
Bragg Comer Financial Advisor, LLC
Plano, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Plano, TX, serving clients locally and across the country
Gretchen Behnke
CFP®, MBA, RLP®
Pearl Financial Planning LLC
Plano, TX
Specialties: Life Planning, Comprehensive Financial Planning, In-House Investment Management, 401(k) and Employer Plans
Holistic Financial Life Planning for Professional Women. Utilizing robust technology to serve clients nationwide.
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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)
