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
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.
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
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.
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.
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.
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.
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.
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
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.
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.
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.