Financial advisors in Plano, TX

3,457 advisors · page 8 of 116

Michelle Erickson
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michelle Young
Financial advisor at Usaa Investment Services Company
Usaa Investment Services Company
CFP®VerifiedFinancial planning
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Miles Kellum
Financial advisor at Moss, Luse & Womble, LLC
Moss, Luse & Womble, LLC · $803.2M AUM
CFP®VerifiedFinancial planning
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Narra Megli
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Natalie Chandler
Financial advisor at Retirement Planners of America
Retirement Planners of America · $3.59B AUM
CFP®VerifiedFinancial planning
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Nathan Hilliard
Financial advisor at Moss, Luse & Womble, LLC
Moss, Luse & Womble, LLC · $803.2M AUM
CFP®VerifiedFinancial planning
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Nicholas Herem
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Nowakowski
Financial advisor at Vanguard Advisers, Inc.
Vanguard Advisers, Inc. · $344.62B AUM
CFP®VerifiedFinancial planning
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Nicole Haseltine
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
CFP®VerifiedFinancial planning
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Nora Calderon Gil
Financial advisor at Bok Financial Private Wealth, Inc.
Bok Financial Private Wealth, Inc. · $3.72B AUM
CFP®VerifiedFinancial planning
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Omar Tovar
Financial advisor at Vanguard Advisers, Inc.
Vanguard Advisers, Inc. · $344.62B AUM
CFP®VerifiedFinancial planning
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Patrick Kimbrough
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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Patrick Markunas
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
CFP®VerifiedFinancial planning
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Paul Fahrenwald
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Hensley
Financial advisor at Vanguard Advisers, Inc.
Vanguard Advisers, Inc. · $344.62B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Coen
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Stainsby
Financial advisor at Wealthstar Advisors, LLC
Wealthstar Advisors, LLC · $723.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richmond Amponsah
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Risdon Woodard
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Robert Blair
Financial advisor at Peak American Investment Advisors, Inc.
Peak American Investment Advisors, Inc. · $162.1M AUM
CFP®VerifiedFinancial planning
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Robert Cruz
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Robert Davis
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Gump
Financial advisor at Vanguard Advisers, Inc.
Vanguard Advisers, Inc. · $344.62B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Knode
Financial advisor at Knode Wealth Management LLC
Knode Wealth Management LLC · $20.6M AUM
CFP®VerifiedFinancial planning
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Robert Tunnell
Financial advisor at Retirement Planners of America
Retirement Planners of America · $3.59B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Roddy Warren
Financial advisor at Astra Wealth Management Group
Astra Wealth Management Group · $1.57B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Roger Linder
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Roger Shake
Financial advisor at Legacy Consulting Group
Legacy Consulting Group · $378.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ross Powell
Financial advisor at Insight Wealth Partners
Insight Wealth Partners · $1.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ross Von Minden
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Plano, TX

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Plano, TX.

How this list works

Before you hire an advisor in Plano, TX