AdvisorRanked

Best Financial Advisors in PLANO, Texas

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

35
Registered Firms
0.95%
Median Fee
of assets/year
$379M
Median AUM
35
Firms Listed
in our database

Top-Ranked Advisors in PLANO

#1
100

CATALYST STRATEGIC SOLUTIONS

PLANO, TX · Since 1989

$52.4B AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
100

FISHER INVESTMENTS

PLANO, TX · Since 1987

$386.7B AUM1948 clientsFee: 0%
FiduciaryFee-Only
#3
100

LIFEWAY FINANCIAL CORPORATION

PLANO, TX · Since 2003

$359M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
100

SPECTRUM ADVISORS, INC.

PLANO, TX · Since 2022

$160M AUM5 clientsFee: 0%
FiduciaryFee-Only
#5
100

CRESCENT ADVISOR GROUP, INC.

PLANO, TX · Since 2023

$344M AUM18 clientsFee: 0%
FiduciaryFee-Only
#6
100

PEAK AMERICAN INVESTMENT ADVISORS, INC.

PLANO, TX · Since 2025

$126M AUM12 clientsFee: 0%
FiduciaryFee-Only
#7
100

MOSS, LUSE & WOMBLE, LLC

PLANO, TX · Since 2019

$803M AUM21 clientsFee: 0%
FiduciaryFee-Only
#8
100

RETIREMENT PLANNERS OF AMERICA

PLANO, TX · Since 2011

$3.6B AUM26 clientsFee: 0%
FiduciaryFee-Only
#9
100

FULCRUM WEALTH MANAGEMENT

PLANO, TX · Since 2014

$193M AUM3 clientsFee: 0%
FiduciaryFee-Only
#10
100

TYME ADVISORS

PLANO, TX · Since 2024

$678M AUM1 clientsFee: 0%
FiduciaryFee-Only
#11
100

CMG WEALTH MANAGEMENT

PLANO, TX · Since 2020

$379M AUM4 clientsFee: 0%
FiduciaryFee-Only
#12
100

PMG FAMILY OFFICE, LLC

PLANO, TX · Since 2024

$144M AUM2 clientsFee: 0%
FiduciaryFee-Only
#13
100

GURUFOCUS INVESTMENTS, LLC

PLANO, TX · Since 2021

$36M AUM1 clientsFee: 0%
FiduciaryFee-Only
#14
100

SK ADVISOR NETWORK, LLC

PLANO, TX · Since 2021

$272M AUM2 clientsFee: 0%
FiduciaryFee-Only
#15
100

FISHER\SMB

PLANO, TX · Since 2024

$6.8B AUM4 clientsFee: 0%
FiduciaryFee-Only
#16
100

NEXUS ONE FINANCIAL ADVISORS LLC

PLANO, TX · Since 2025

$552M AUM5 clientsFee: 0%
FiduciaryFee-Only
#17
100

WHITE ROCK RESOURCES HOLDINGS, LLC

PLANO, TX · Since 2024

$0 AUM3 clientsFee: 0%
FiduciaryFee-Only
#18
100

WHITE ROCK OIL & GAS HOLDINGS, LLC

PLANO, TX · Since 2016

$205M AUM4 clientsFee: 0%
FiduciaryFee-Only
#19
95

SFMG WEALTH ADVISORS

PLANO, TX · Since 1993

$3.0B AUM16 clientsFee: 0%
FiduciaryFee-Only
#20
95

LEGACY CONSULTING GROUP

PLANO, TX · Since 2000

$379M AUM4 clientsFee: 0%
FiduciaryFee-Only
#21
95

STRATEGIC FINANCIAL PLANNING, INC.

PLANO, TX · Since 2021

$221M AUM3 clientsFee: 0%
FiduciaryFee-Only
#22
95

THE WATCHMAN GROUP, INC.

PLANO, TX · Since 2005

$640M AUM4 clientsFee: 0%
FiduciaryFee-Only
#23
95

INSIGHT WEALTH PARTNERS

PLANO, TX · Since 2010

$1.1B AUM16 clientsFee: 0%
FiduciaryFee-Only
#24
95

WEALTHSTAR ADVISORS, LLC

PLANO, TX · Since 2014

$724M AUM8 clientsFee: 0%
FiduciaryFee-Only
#25
95

URBAN FUND MANAGEMENT, LLC

PLANO, TX · Since 2013

$768M AUM10 clientsFee: 0%
FiduciaryFee-Only
#26
95

TEVIS INVESTMENT MANAGEMENT, LLC

PLANO, TX · Since 2021

$235M AUM1 clientsFee: 0%
FiduciaryFee-Only
#27
95

VANN EQUITY MANAGEMENT LLC

PLANO, TX · Since 2015

$231M AUM5 clientsFee: 0%
FiduciaryFee-Only
#28
95

EUBANK, HUTSON & ASSOCIATES, LLC

PLANO, TX · Since 2015

$138M AUM2 clientsFee: 0%
FiduciaryFee-Only
#29
95

LAKE WHILLANS CAPITAL PARTNERS LLC

PLANO, TX · Since 2018

$312M AUM4 clientsFee: 0%
FiduciaryFee-Only
#30
95

NFWM

PLANO, TX · Since 2021

$312M AUM2 clientsFee: 0%
FiduciaryFee-Only
#31
95

ASTRA WEALTH MANAGEMENT GROUP

PLANO, TX · Since 2023

$1.6B AUM12 clientsFee: 0%
FiduciaryFee-Only
#32
95

SCHLEGEL DUNN LLC

PLANO, TX · Since 2025

$279M AUM3 clientsFee: 0%
FiduciaryFee-Only
#33
92

BBAE ADVISORS LLC

PLANO, TX · Since 2015

$1M AUM0 clientsFee: 0%
Broker-Dealer
#34
92

PARKWAY WEALTH MANAGEMENT GROUP, LLC

PLANO, TX · Since 2025

$1.2B AUM16 clientsFee: 0%
FiduciaryFee-Only
#35
87

TFR CAPITAL

PLANO, TX · Since 2024

$403M AUM5 clientsFee: 0%
FiduciaryFee-Only1 complaint

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

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.