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!

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!

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

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: 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.

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!

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

I can work with clients anywhere!

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

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!

Adam Spence

CFP®

Credent Wealth Management

Plano, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Minimization Strategies, Risk Management, Charitable Giving, Multigenerational Estate Planning, High-Net-Worth Investing, Business Planning, Executive Compensation, Comprehensive Lifetime Income Planning, Contingency Planning, Establishment and Periodic Tracking of Goals, Key Life Decisions, Personalized Financial Planning, Customized Investment Portfolio Construction, Strategic Tax and Income Planning, Estate and Generational Planning Issues, Investment Advice with Ongoing Management, Retirement Plan Investment Advice

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.

Shirley Sanchez

MS

Pioneer Wealth Management Group

Plano, TX

Milad Taghehchian

CPA, CFP®

Pioneer Wealth Management Group

Plano, TX

Nicole Renaux

CFP®

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

Doug McCulley

CFP®, CAP®, CKA®

Buckingham Strategic Wealth

Plano, TX

Chris Lipper

CFP® CIMA®

Credent Wealth Management

Plano, TX

Ian Tennant

ChFC®, EA

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.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

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