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
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.
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.
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
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
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.
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
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.
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
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.
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