Fee-OnlyFinder

Advisers in McKinney, TX

11 advisers in McKinney — 11 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (9)Hourly fees (9)Flat / fixed fees (10)Retirement plan consulting (4)

All advisers

Align Financial Advisors, LLC6401 Eldorado Pkwy, Suite 420 · McKinney, TX 75070 · (214) 519-8750 · Financial planningCRD 333905 · % of assets, Hourly charges, Fixed fees · $73.6 million AUMState registeredNo commissions reportedCorus Family Wealth Advisors, INC.5900 S. Lake Forest Drive, Suite 280 · McKinney, TX 75070 · (972) 422-1010 · Financial planningCRD 114702 · % of assets, Hourly charges, Fixed fees · $619.5 million AUMSEC registeredNo commissions reportedFbs Securities3900 S Stonebridge Dr, Suite 1104 · McKinney, TX 75070 · (214) 307-4320 · Financial planningCRD 326538 · % of assets, Hourly charges, Fixed fees · $58.7 million AUMState registeredNo commissions reportedGray Financial Planning LLC208 E Louisiana Street, Suite 319 · McKinney, TX 75069 · (469) 422-6082 · Financial planningCRD 157583 · % of assets, Hourly charges, Fixed fees · $5.6 million AUMState registeredNo commissions reportedKopion Asset Management, LLC400 W. Louisiana Street · McKinney, TX 75069 · (214) 425-7027 · % of assets managedCRD 152693 · % of assets · $142.6 million AUMSEC registeredNo commissions reportedKrishna Wealth Planning5900 S Lake Forest Dr, Ste 300 · McKinney, TX 75070 · (214) 901-7526 · Financial planningCRD 304613 · % of assets, Hourly charges, Fixed fees · $37.3 million AUMState registeredNo commissions reportedMacro Wealth Advisors, INC.3109 Gillespie Rd. · McKinney, TX 75072 · (214) 387-4647 · Financial planningCRD 127586 · % of assets, Hourly charges, Fixed fees · $20.8 million AUMState registeredNo commissions reportedNashional Investments5900 S Lake Forest, Suite 300 · McKinney, TX 75070 · Hourly feesCRD 289955 · % of assets, Hourly charges, Fixed fees · $16.5 million AUMState registeredNo commissions reportedSuccession Financial, INC300 E. Davis Street, Ste. 152 · McKinney, TX 75069 · (214) 334-6261 · Financial planningCRD 336434 · % of assets, Fixed fees · $210.3 million AUMSEC registeredNo commissions reportedWg Plan LLC7701 Eldorado Pkwy, Ste 200 · McKinney, TX 75070 · (214) 620-2055 · Financial planningCRD 338296 · % of assets, Hourly charges, Fixed fees · $5.0 million AUMState registeredNo commissions reportedYield Financial Advisors6633 Eldorado Pkwy, 430 · McKinney, TX 75070 · (214) 937-9905 · Financial planningCRD 162235 · % of assets, Hourly charges, Fixed fees · $22.3 million AUMState registeredNo commissions reported
Talking to advisers in McKinney? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.