What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Plano, TX area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Plano, TX Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Dr. Andy Lawson
BS, MS, PhD (Finance), CFP®
Freshfield Investments
Plano, TX
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
I'm an investment manager and financial planner and the principal of Freshfield Investments, a fee-only, fiduciary Registered Investment Advisory firm in Plano, Texas serving clients locally and nationally.
Jake Crandall
CFP®, CPA
Moisand Fitzgerald Tamayo, LLC
Plano, TX
Specialties: “Recreating a paycheck” in retirement, Tax-Smart Retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Sensible Investment Management designed for you, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches
I help families in DFW with their investments. I offer unbiased, fiduciary financial planning and wealth management tailored just for you. Our team serves select families and clients nationwide from our Dallas, TX office and 11 Florida locations.
Michael Domingo
CFP®, CLU®, MPAS®
Cadence Financial Advisors, LLC
Allen, TX
Specialties: Helping you make smart financial decisions., Tax Efficient Investment Strategy, Generating sustainable lifetime income, Planning your second life
Contact me and let's talk about what's important about money to you.
Katie Brewer
CFP®
Your Richest Life
Plano, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Dallas, TX and Serving Clients Across the Country
Christopher Bredeson
Credent Wealth Management
Plano, TX
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Bryan Lee
CFP®, MBA
Strategic Financial Planning, Inc.
Plano, TX
Specialties: Comprehensive Financial Planning, Retirement Income and Distribution Planning, Investment Portfolio Analysis and Management, Insurance/Risk Management Analysis, Stock Option Evaluation & Strategies, Proactive Tax Planning, Estate Planning, Education Planning, Business Planning
As financial advisors in Plano, TX we specialize in holistic financial planning and wealth management.
Chris Gautier
CIMA®
Credent Wealth Management
Plano, TX
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Mike Salmon
CFP®, EA
Moisand Fitzgerald Tamayo, LLC
Plano, TX
Specialties: Specializing in comprehensive tax and financial planning tailored specifically for real estate brokers., Providing proactive planning and integrated services to simplify financial management for CRE brokers., Offering expert guidance on S Corp structure setup and optimization for independent contractor brokers., Helping clients minimize self-employment taxes and maximize the Qualified Business Income (QBI) deduction., Delivering customized strategies for cash flow management, asset protection, and long-term financial success., Assisting with retirement plan contributions and tax-efficient investment strategies for real estate professionals., Creating structured processes that reduce surprises and help clients stay focused on income generation., Specializing in financial solutions that address the unique needs and challenges of commercial real estate brokers.
Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.
Chao Zhang
MBA, CFA®, CFP®
Think Different Wealth Advisors LLC
Allen, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Cash Flow Budgeting, Investment Management, Active Investing, Stock Options/Stock Grants/RSUs/Employee Stock Purchase Plans (ESPP), Tax Planning, Education Planning, Estate Planning, Risk Management/Insurance Review and Planning
Located in Allen, TX, I help clients on their journey to financial freedom, which means having the flexibility to live life to the fullest without having to worry about money.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
