Financial Advisors
Plano, TX
SFMG Wealth Advisors is a fee-only wealth management firm based in Plano, serving executives, entrepreneurs, and established professionals across the Dallas area. They provide comprehensive financial planning including investment management, cash flow projections, estate planning coordination, and insurance guidance—with advisors compensated solely by client fees, never by product sales or commissions. Their approach emphasizes personalized service, analytical rigor, and partnership through every life event.
Ideal for: Executives, entrepreneurs, established professionals, private equity investors, high-net-worth individuals seeking fiduciary wealth management
Service area: Plano and greater Dallas-Fort Worth area, TX
Fee-Only Model: SFMG is compensated only by clients, never through product sales or commissions, ensuring alignment with your financial interests.
Low Advisor-to-Client Ratio: Accessible advisory team with hands-on involvement in cash flow projections, tax coordination with CPAs, estate planning, and insurance needs.
Comprehensive Planning Approach: Beyond investments, they coordinate with tax professionals and handle estate planning, insurance, and major life events.
Address: 3960 Dallas Pkwy #400, Plano, TX 75093
Phone: (972) 960-6460
Website: sfmg.com
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