Fee-Only Financial Advisors in Plano, TX

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Michael Domingo

CFP®, CLU®, 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.

I can work with clients anywhere!

Chris Gautier

CIMA®

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.

I can work with clients anywhere!

Jake Crandall

CFP®, CPA

Moisand Fitzgerald Tamayo, LLC

Plano, TX

Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our Dallas, TX office and 11 Florida locations.

I can work with clients anywhere!

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

Located in Allen, TX, I help clients on their journey to financial freedom, which means having the flexibility to live life to the fullest without having to worry about money.

I can work with clients anywhere!

Mike Salmon

CFP®, EA

Moisand Fitzgerald Tamayo, LLC

Plano, TX

Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

Adam Spence

CFP®

Credent Wealth Management

Plano, TX

Nicole Renaux

CFP®

Pioneer Wealth Management Group

Plano, TX

Shirley Sanchez

MS

Pioneer Wealth Management Group

Plano, TX

Chris Lipper

CFP®, CIMA®

Credent Wealth Management

Plano, TX

Ian Tennant

ChFC®, EA

Pioneer Wealth Management Group

Plano, TX

John Gay

CFP®, CKA®, MS, CEBS

Frisco Financial Planning LLC

Frisco, TX

Chris Cyndecki

CFA®, CFP®

Pioneer Wealth Management Group

Plano, TX

Jordan Benold

CFP®, MBA

Benold Financial Planning

Prosper, TX

Anthony Guzman

CFP®

Pioneer Wealth Management Group

Plano, TX

Milad Taghehchian

CPA, CFP®

Pioneer Wealth Management Group

Plano, TX

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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.


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