Fee-Only Financial Planners in Plano, TX

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Plano, TX:

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

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.

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. Office located in Plano, TX, serving clients nationwide.

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!

Michael Domingo

MS, MBA, CFP®, CLU®

Cadence Financial Advisors, LLC

Allen, TX

Specialties: Planning your second life, Generating sustainable lifetime income, Tax Efficient Investment Strategy

Planning is bringing the future into the present so you can do something about it now.

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

Anthony Guzman

CFP®

Pioneer Wealth Management Group

Plano, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Austin, TX, serving clients locally and across the country

Bob Stowe

CFP®

Stowe Financial Planning, 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 and Serving Clients Nationwide

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.

Ryan Blair

SFMG Wealth Advisors

Plano, TX

Bethany Ketron

CFP®

Buckingham Strategic Wealth

Dallas, TX

Doug McCulley

CFP®, CAP®, CKA®

Buckingham Strategic Wealth

Plano, TX

Brent Little

Odyssey Wealth Management, LLC

Plano, TX

Stephen Trousdale

CFP®, CRPC®

Buckingham Strategic Wealth

Plano, TX

Nicole Renaux

CFP®

Pioneer Wealth Management Group

Plano, TX

Daphne Jordan

CFP®

Pioneer Wealth Management Group

Plano, TX

Shirley Sanchez

MS

Pioneer Wealth Management Group

Plano, TX

Chris Cyndecki

CFA®, CFP®

Pioneer Wealth Management Group

Plano, TX

April Busby

CPA

Pioneer Wealth Management Group

Plano, TX

Milad Taghehchian

CPA, CFP®

Pioneer Wealth Management Group

Plano, TX

Deidra Fulton

CFP®

Fulton Financial Planning, Inc.

Plano, TX

Michael Bollinger

Bollinger 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)

    NAPFA Consumer Tools PDF

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