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Financial planning in Frisco, TX

16 advisers in Frisco offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 16

Affordable Life Plans, LLC6136 Frisco Square Blvd, Suite 400 · Frisco, TX 75034 · (972) 428-0878 · Financial planningCRD 164009 · Fixed fees · $3,238 AUMState registeredNo commissions reportedBraxton Financial Group, LLC6136 Frisco Square Blvd, Suite 400 · Frisco, TX 75034 · (888) 248-9074 · Financial planningCRD 292903 · % of assets, Hourly charges, Fixed fees · $35,892 AUMState registeredNo commissions reportedBrindle & Bay Financial Advisors, LLC5899 Preston Rd, Ste. 1103 · Frisco, TX 75034 · (214) 988-9178 · Financial planningCRD 291747 · % of assets, Fixed fees · $184.8 million AUMSEC registeredNo commissions reportedCain, Watters & Associates, LLC17 Cowboys Way, Suite 300 · Frisco, TX 75034 · (972) 233-3323 · Financial planningCRD 111521 · % of assets, Hourly charges, Fixed fees · $5.0 billion AUMSEC registeredNo commissions reportedClairalpha Advisors LLC5 Cowboys Way, Suite 300 · Frisco, TX 75034 · (713) 364-3839 · Financial planningCRD 342087 · % of assets, Fixed fees, Other · $3.7 million AUMSEC registeredNo commissions reportedDavid Rhodes Cannon, C.P.A., LLC6160 Warren Parkway Suite 100 · Frisco, TX 75034 · (469) 740-1261 · Financial planningCRD 327314 · % of assets, Hourly charges, Fixed fees · $64,206 AUMState registeredNo commissions reportedEdk Advisory2591 Dallas Parkway, #300 · Frisco, TX 75034 · (972) 731-4348 · Financial planningCRD 292227 · % of assets, Hourly charges, Fixed fees · $56.2 million AUMState registeredNo commissions reportedFortress Estate Solutions, PLLC3535 Victory Group Way, Suite 610 · Frisco, TX 75034 · (972) 325-1700 · Financial planningCRD 142809 · % of assets, Hourly charges, Fixed fees · $50.5 million AUMState registeredNo commissions reportedHerrington Wealth Management Corporation6160 Warren Pkwy, Suite 100 · Frisco, TX 75034 · (214) 509-8724 · Financial planningCRD 305202 · % of assets, Fixed fees · $40.9 million AUMState registeredNo commissions reportedKingstone Capital Partners Texas, LLC6160 Warren Parkway, Suite 100 · Frisco, TX 75034 · (866) 361-1600 · Financial planningCRD 281593 · % of assets, Hourly charges, Fixed fees · $182.3 million AUMSEC registeredNo commissions reported
Leadership Financial Advisors, LLC6275 West Plano Parkway, Suite 500 · Frisco, TX 75093 · (972) 365-6692 · Financial planningCRD 332430 · % of assets, Hourly charges, Fixed fees · $20.7 million AUMState registeredNo commissions reportedMrm Financial Advisors, LLC3001 Dallas Pkwy, Ste 750 · Frisco, TX 75034 · (214) 969-0400 · Financial planningCRD 290753 · % of assets · $76.9 million AUMState registeredNo commissions reportedOlimpio Neu & Associates, INC.6160 Warren Parkway, Suite 100 · Frisco, TX 75034 · (972) 392-1344 · Financial planningCRD 114752 · % of assets, Hourly charges, Fixed fees · $76.9 million AUMState registeredNo commissions reportedQuadcap Wealth Management, LLC2600 Network Blvd, Suite 300 · Frisco, TX 75034 · (972) 818-2400 · Financial planningCRD 151490 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedTwo Pillars Asset Management2591 Dallas Parkway, Suite 300 · Frisco, TX 75034 · (833) 377-0051 · Financial planningCRD 300859 · % of assets, Hourly charges, Fixed fees · $4.6 million AUMState registeredNo commissions reportedWave Wealth Management, LLC7000 Parkwood Blvd., Suite G300 · Frisco, TX 75034 · (972) 954-4100 · Financial planningCRD 285079 · % of assets, Fixed fees · $134.2 million AUMSEC registeredNo commissions reported