Areas served: Plano, TX and surrounding Collin County
Plano's financial advisory landscape reflects the city's diverse demographics, from corporate professionals at Legacy West to established families in West Plano and retirees throughout the community. The concentration of high-income households and corporate relocations has attracted both independent Registered Investment Advisors and branch offices of national wirehouses. This directory catalogs financial advisors serving Plano residents, with detailed information on their fee structures, fiduciary obligations, specializations, minimum asset requirements, and service models to help you identify advisors suited to your specific financial situation.
GDS Wealth Management is a fee-only fiduciary financial advisory firm in Flower Mound serving clients with $1M+ in investable assets. Led by Glen Smith with over 20 years of experience, the firm provides personalized financial planning, investment management, and legacy planning designed around each client's goals and values. With a 99% client retention rate and $1.84B in assets under management, GDS focuses on building trust-based relationships and delivering clear guidance through complex financial decisions.
DHL Wealth Management is a boutique financial advisory firm in Richardson specializing in comprehensive retirement planning, estate planning, and tax-efficient wealth preservation. Led by seasoned, licensed advisors with decades of experience, they create personalized retirement roadmaps and provide guidance on portfolio management, life insurance, Medicare planning, and annuities. Their fiduciary-focused approach emphasizes long-term client relationships and in-house legal coordination rather than sales-driven advice.
Mills Wealth Advisors is an independent financial planning firm in Southlake serving busy families, business owners, and individuals across North Texas for over 25 years. Led by a team of CFP® professionals and CPAs with 56 years of combined experience, they provide comprehensive wealth management, retirement planning, tax strategy, exit planning, and investment advisory services with a fiduciary mindset. Their Financial Clarity Process helps clients develop customized plans tailored to their unique goals, and their Lifetime Income Planning Process specifically addresses ensuring portfolios last throughout retirement.
Nexus One Financial Advisors is a Plano-based financial advisory firm offering comprehensive wealth management and investment guidance tailored to clients' values and financial goals. They provide integrated financial strategies covering multiple aspects of financial planning, supported by weekly market insights, expert analysis, and ongoing client engagement through educational events and resources. Their holistic approach helps clients build clarity and confidence across their complete financial picture.
Blair Financial Advisors is an independent financial advisory firm based in Wylie, TX, serving clients throughout the Dallas-Fort Worth area. They provide comprehensive financial planning, investment management, and retirement planning services tailored to individual client needs. The firm is known for personalized service and a client-focused approach to wealth management.
Cremé Wealth is a fee-only financial advisory firm in Plano serving North Dallas professionals, pre-retirees, and entrepreneurs. They provide comprehensive wealth planning including investment management, retirement planning, estate coordination, tax-aware strategies, and business succession planning. Operating as a fiduciary with transparent asset-based fees and no commissions, they offer a family office experience with integrated legal, tax, and investment support to help clients align their wealth with their values.
North Texas Wealth Management is a financial planning firm founded in 1968 that specializes in personalized wealth management, retirement planning, and investment management for individuals and families. Led by experienced advisors including Mike Crews, Rob Cody, and a collaborative team, they provide comprehensive financial guidance through life transitions, tax management, and disciplined investment execution. With over 50 years of experience, $1B+ in client assets, and a 99% client retention rate, they focus on building multi-generational wealth through structured planning and proactive guidance tailored to each client's evolving goals.
Joe Dowdall is a fee-only, fiduciary financial advisor in Dallas specializing in retirement planning and tax strategy for pre-retirees and retirees. A former educator, Joe brings a teaching approach to complex financial concepts, helping clients understand their complete financial picture—from Social Security timing and 401(k) rollovers to tax optimization and estate planning—without jargon or sales pressure. As a CFP® and Tax Planning Certified Professional®, he works exclusively on a fee-only basis with no commissions, ensuring his recommendations are aligned solely with your interests.
Third Act Wealth Management specializes in comprehensive wealth management for high-net-worth professionals and business owners who view retirement as a new beginning rather than an ending. Founded on the philosophy of helping clients plan their "third act," they offer investment management, estate planning, tax mitigation, insurance planning, charitable giving strategies, and cash flow analysis. With $267M in assets under management and 100% client retention among high-net-worth clients since inception, they combine boutique personalized service with institutional-grade resources.
Peak American Financial is a boutique wealth management and financial advisory firm serving high-net-worth families in the Dallas area. With over 125 years of combined expertise, they offer integrated investment advisory services, retirement planning, tax strategy, estate coordination, and insurance planning tailored to successful professionals and entrepreneurs. Their proprietary Peak Summit Strategy™ framework focuses on defining your financial goals and creating a disciplined, customized pathway to achieve them.
Inspire Financial Group is a retirement planning and financial advisory firm serving North Texas with offices in Richardson, McKinney, Keller, and Lufkin. They provide personalized financial strategy and retirement planning guidance, specializing in complex decisions like TRS pension optimization, Social Security timing, 401(k) planning, and Medicare navigation. Their proven four-step approach helps clients align investments with personal goals using tools like Riskalyze risk assessment.
Thompson Financial & CO is an independent financial advisory firm based in Richardson that specializes in personalized wealth management and financial planning for individuals and families. Led by experienced advisors, they offer comprehensive services including retirement planning, investment management, and tax-efficient strategies tailored to each client's unique goals. The firm is committed to transparent, client-focused advice designed to help clients build and preserve wealth over the long term.
Brindle & Bay Wealth Management is an independent financial advisory firm in Frisco specializing in comprehensive wealth management, investment management, and financial planning for individuals and families. Led by experienced advisors, they focus on personalized strategies tailored to each client's unique financial goals, whether building wealth, planning for retirement, or managing complex portfolios. The firm emphasizes a consultative approach to help clients make informed decisions about their financial future.
Ivy Wealth is a financial advisory firm based in Dallas that provides comprehensive wealth management and financial planning services. The team works with clients to develop personalized investment strategies, retirement planning, and overall financial goals. They focus on delivering tailored advice to help clients build and preserve wealth.
Torsten W Holmes is a Financial Advisor with Edward Jones in Allen, TX, specializing in retirement planning, estate & legacy strategies, wealth management, and divorce finances. With certifications as a Certified Exit Planning Advisor (CEPA®) and Accredited Asset Management Specialist (AAMS®), Torsten works with clients to develop comprehensive financial strategies tailored to their goals. His team, including Associate Financial Advisor Gwen Fischer, is accepting new clients and offers personalized consultations to help with retirement savings, retirement income planning, charitable giving, and major financial life events.
Dawson Private Wealth is a financial advisory firm based in Allen, TX, offering comprehensive wealth management and financial planning services to individuals and families. Operating under the Raymond James platform, they provide personalized investment management, retirement planning, and wealth strategy tailored to each client's goals and circumstances.
Foundation Wealth Partners is an independent financial advisory firm serving clients in the Dallas-Fort Worth area. They provide comprehensive wealth management, retirement planning, and investment management services tailored to individual and family financial goals. The team takes a personalized approach to help clients build and preserve wealth through strategic planning and disciplined investment management.
Gordon Oak Financial is an independent financial advisory firm in Plano serving clients who want to improve their financial health through personalized guidance on saving, investing, debt management, and retirement planning. The firm believes everyone deserves access to quality financial advice regardless of their current wealth or age, and focuses on providing the right tools and information to help clients feel confident about their financial future and decision-making.
Chessman Wealth Strategies is an independent financial advisory firm based in Dallas specializing in comprehensive wealth management, investment strategy, and financial planning for individuals and families. Founded on principles of fiduciary responsibility, the firm provides personalized guidance on retirement planning, portfolio management, and wealth preservation to help clients build and protect their financial futures.
Opus Wealth Management is an independent financial advisory firm in Dallas specializing in comprehensive wealth planning and investment management for high-net-worth individuals and families. The team provides personalized financial strategies covering retirement planning, investment portfolio management, tax optimization, and estate planning. They focus on building long-term relationships with clients through a consultative approach tailored to individual goals and circumstances.
McKinney Wealth Management is a financial advisory firm in McKinney, Texas serving clients throughout the Dallas area with comprehensive wealth planning and investment management. The firm helps individuals and families build and protect their financial futures through personalized strategies tailored to their unique goals and circumstances. Their team brings professional expertise to retirement planning, investment portfolio management, insurance solutions, and overall financial strategy.
Trajan Wealth is a financial advisory firm in Frisco specializing in comprehensive wealth management, investment planning, and retirement strategy for individuals and business owners. The firm provides personalized financial guidance through fee-based planning and ongoing portfolio management, helping clients build and protect their wealth with a fiduciary approach.
Interlinc Financial Advisors, Inc. is an independent financial advisory firm in Plano specializing in comprehensive wealth management, retirement planning, and investment management for individuals and families. The firm focuses on personalized financial strategies designed to help clients build and preserve wealth through disciplined, evidence-based approaches.
Rockwall Wealth Advisors is an independent, fee-only wealth management firm serving high net worth and ultra high net worth individuals, families, and business owners in the Rockwall area. They provide comprehensive financial planning, investment management, and retirement analysis using a fiduciary standard and goal-based approach. Their services include tax optimization strategies, Social Security planning, estate planning, and personalized portfolio construction designed around each client's unique objectives rather than benchmark-chasing.
Retirement Planners of America in Plano is a financial advisory firm specializing in comprehensive retirement planning and investment management for individuals and families. Their team helps clients develop personalized strategies for retirement income, investment allocation, and long-term wealth management to achieve financial security.
Texas Financial Advisors is an independent financial advisory firm serving the Dallas area with comprehensive wealth management and financial planning services. The team helps clients build and protect their assets through personalized investment strategies, retirement planning, and comprehensive financial guidance tailored to individual goals and circumstances.
Wave Wealth Management is an independent financial advisory firm based in Frisco that helps clients build and preserve wealth through personalized investment strategies and comprehensive financial planning. The team focuses on retirement planning, investment management, and long-term wealth strategies tailored to each client's unique goals and circumstances.
Chapwood Capital Investments LLC is an independent financial advisory firm in Plano specializing in personalized investment management and wealth planning. Founded on the principle of putting clients first, they offer comprehensive financial strategies tailored to individual goals and circumstances, with a focus on transparent, fiduciary-based advisory services.
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.
GDS Wealth Management is the top-ranked financial advisor in Plano with a Lantern Score of 85.22/100 and a 5-star rating based on 187 reviews. They specialize in serving high-net-worth individuals with $1M+ in investable assets and offer personalized financial planning focused on legacy and wealth preservation.
Several top-ranked firms specialize in retirement planning, including DHL Wealth Management (Lantern Score: 84.10), which focuses on comprehensive retirement planning and tax-efficient wealth preservation, and Joe Dowdall - Worth Asset Management (Lantern Score: 82.98), a fee-only fiduciary specializing in retirement planning and tax strategy for pre-retirees and retirees.
Mills Wealth Advisors (Lantern Score: 83.94) and Blair Financial Advisors (Lantern Score: 83.38) both specialize in serving business owners with exit planning and succession strategies. Additionally, Third Act Wealth Management (Lantern Score: 82.53) focuses on high-net-worth business owners planning major life transitions and tax-efficient legacy planning.
Yes, Cremé Wealth - Plano Financial Planner (Lantern Score: 83.33) specifically serves faith-driven investors seeking values-aligned portfolios and offers family office services for high-net-worth families. They also specialize in serving entrepreneurs and business owners with succession planning needs.
Inspire Financial Group (Lantern Score: 82.29) offers personalized financial strategy for pre-retirees planning Social Security and Medicare, while Retirement Planners of America (Lantern Score: 74.95) specializes specifically in comprehensive retirement planning and investment management for pre-retirees and recent retirees with a 4.6-star rating from 269 reviews.
GDS Wealth Management (Lantern Score: 85.22) and Peak American Financial (Lantern Score: 82.35) both serve high-net-worth professionals with over 125 years of combined expertise. Additionally, Nexus One Financial Advisors (Lantern Score: 83.91) is Plano-based and offers comprehensive wealth management tailored to clients' values and financial goals.