Best Financial Advisors in PLANO, Texas
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Loading map...
Top-Ranked Advisors in PLANO
Page 1 of 2 · 35 firms
FISHER INVESTMENTS
PLANO, TX · Since 1987
CATALYST STRATEGIC SOLUTIONS
PLANO, TX · Since 1989
RETIREMENT PLANNERS OF AMERICA
PLANO, TX · Since 2011
LIFEWAY FINANCIAL CORPORATION
PLANO, TX · Since 2003
FISHER\SMB
PLANO, TX · Since 2024
MOSS, LUSE & WOMBLE, LLC
PLANO, TX · Since 2019
FULCRUM WEALTH MANAGEMENT
PLANO, TX · Since 2014
WHITE ROCK OIL & GAS HOLDINGS, LLC
PLANO, TX · Since 2016
SPECTRUM ADVISORS, INC.
PLANO, TX · Since 2022
CRESCENT ADVISOR GROUP, INC.
PLANO, TX · Since 2023
CMG WEALTH MANAGEMENT
PLANO, TX · Since 2020
SK ADVISOR NETWORK, LLC
PLANO, TX · Since 2021
TYME ADVISORS
PLANO, TX · Since 2024
PMG FAMILY OFFICE, LLC
PLANO, TX · Since 2024
GURUFOCUS INVESTMENTS, LLC
PLANO, TX · Since 2021
SFMG WEALTH ADVISORS
PLANO, TX · Since 1993
PEAK AMERICAN INVESTMENT ADVISORS, INC.
PLANO, TX · Since 2025
NEXUS ONE FINANCIAL ADVISORS LLC
PLANO, TX · Since 2025
WHITE ROCK RESOURCES HOLDINGS, LLC
PLANO, TX · Since 2024
THE WATCHMAN GROUP, INC.
PLANO, TX · Since 2005
INSIGHT WEALTH PARTNERS
PLANO, TX · Since 2010
LEGACY CONSULTING GROUP
PLANO, TX · Since 2000
URBAN FUND MANAGEMENT, LLC
PLANO, TX · Since 2013
ASTRA WEALTH MANAGEMENT GROUP
PLANO, TX · Since 2023
WEALTHSTAR ADVISORS, LLC
PLANO, TX · Since 2014
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in PLANO?
The median advisory fee in PLANO, TX is 0.95% of assets under management per year, based on Form ADV filings from 35 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.