Advisers in Plano, TX
48 advisers in Plano — 48 registered with SEC or state. Alphabetical. We do not rate or rank advisers.
Financial planning (38)Hourly fees (23)Flat / fixed fees (31)% of assets managed (47)Retirement plan consulting (13)
Featured spots in Plano, TX are open. Reach people looking for a financial adviser who is paid by them, not by product sales searching in Plano, TX — flat monthly price, no per-lead fees.See pricing
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Aceeda Wealth Management, INC.State registeredNo commissions reportedAstra Wealth Management GroupSEC registeredNo commissions reportedBbae Advisors LLCSEC registeredNo commissions reportedBdj Wealth Management LLCState registeredNo commissions reportedCaprock Capital Advisors INC.State registeredNo commissions reportedCmg Wealth ManagementSEC registeredNo commissions reportedCrescent Advisor Group, INC.SEC registeredNo commissions reportedCrescent Investment Solutions LLCState registeredNo commissions reportedDash InvestmentsSEC registeredNo commissions reportedDeramus Wealth Management, LLCState registeredNo commissions reported
Eubank, Hutson & Associates, LLCSEC registeredNo commissions reportedFamily Wealth Coaching, LLCState registeredNo commissions reportedFisher InvestmentsSEC registeredNo commissions reportedFreshfield Capital, LLCState registeredNo commissions reportedFulcrum Wealth ManagementSEC registeredNo commissions reportedGordon Oak Financial, LLCState registeredNo commissions reportedIn-Christ Asset Management, LLCState registeredNo commissions reportedInsight Wealth PartnersSEC registeredNo commissions reportedKnode Wealth Management LLCState registeredNo commissions reportedLegacy Consulting GroupSEC registeredNo commissions reportedLegacy HarborState registeredNo commissions reportedLifeway Financial CorporationSEC registeredNo commissions reportedLuke Financial Company, LLCState registeredNo commissions reportedMilestone Wealth StrategiesState registeredNo commissions reportedMoss, Luse & Womble, LLCSEC registeredNo commissions reportedMytimeequitySEC registeredNo commissions reportedNexus One Financial Advisors LLCSEC registeredNo commissions reportedNfwmSEC registeredNo commissions reportedParkway Wealth Management Group, LLCSEC registeredNo commissions reportedPeak American Investment Advisors, INC.SEC registeredNo commissions reportedPmg Family Office, LLCSEC registeredNo commissions reportedPrestonwood Capital Management, LLCState registeredNo commissions reportedRedwood Family Wealth LLCSEC registeredNo commissions reportedRetirement Planners of AmericaSEC registeredNo commissions reportedSafe Landing FinancialState registeredNo commissions reportedSchlegel Dunn LLCSEC registeredNo commissions reportedSfmg Wealth AdvisorsSEC registeredNo commissions reportedSk Advisor Network, LLCSEC registeredNo commissions reportedSpectrum Advisors, INC.SEC registeredNo commissions reportedStrategic Financial Planning, INC.SEC registeredNo commissions reportedTevis Investment Management, LLCSEC registeredNo commissions reportedTfr CapitalSEC registeredNo commissions reportedThe Watchman Group, INC.SEC registeredNo commissions reportedUSA Asset Management, LLCState registeredNo commissions reportedValinor Wealth ManagementSEC registeredNo commissions reportedVann Equity Management LLCSEC registeredNo commissions reportedWealthstar Advisors, LLCSEC registeredNo commissions reportedYour Richest LifeState registeredNo commissions reported
Talking to advisers in Plano? 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.