There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Plano
has
16
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
161
non-vetted advisors in your local area. These financial advisors in
Plano, Texas
have an average of
20
years of experience.
NOTE: The list of financial
advisors in
Plano, Texas
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Plano, Texas.
Qualified Financial Advisors in Plano, Texas | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
Andy Lawson
FRESHFIELD INVESTMENTS 1800 Preston Park Blvd, Suite 105, Plano, TX 75093 |
25 | $32,500,000 | $250,000 | Fee-Only |
. .
RETIREMENT PLANNERS OF AMERICA 2820 Dallas Parkway, Plano, TX 75093 |
Not Disclosed | Not Specified | 100,000 | Fee-Based |
Clint Adams
CFP® ADAMS WEALTH 17950 Preston Rd, Suite 350, Dallas, TX 75252 |
20 | $null | Not Specified | Not Specified |
Evan McGrath
CRPC® ALLWORTH FINANCIAL 15725 Dallas Parkway, Suite 220, Addison, TX 75001 |
Not Disclosed | Not Specified | Not Specified | Fee-Based |
Bradley Cantrill
CFP® CANTRILL FINANCIAL GROUP LLC 2440 Timber Ridge Drive, Suite 103, Frisco, TX 75036 |
18 | $250000 | Not Specified | Not Specified |
Kenneth Beber
CFS, AIF® PEAK FINANCIAL, INC. 6160 Warren Parkway, Suite 100, Frisco, TX 75034 |
20 | Not Specified | Not Specified | Fee-Based |
Brian Hart
CFP® SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. 2601 Network Blvd., Suite 101, Frisco, TX 75034 |
13 | Not Specified | Not Specified | Fee-Based |
Jeffrey M. Garton
JMG WEALTH MANAGEMENT 6401 Eldorado Pkwy., #226, McKinney, TX 75070 |
25 | $25M | Not Specified | Fee-Based |
Patrick Strodtman
EDELMAN FINANCIAL ENGINES, LLC 13727 Noel Road Tower 2, Suite 1075, Dallas, TX 75240 |
5 | Not Specified | Not Specified | Fee-Based |
Merit
CAS™ MERIT 2801 Network Blvd., Suite 503, Frisco, TX 75034 |
20 | 700,000,000 | $250,000 | Fee-Based |
Zach Allen
DISCIPLINED ADVISOR GROUP 5005 LBJ Freeway, Suite 1410, Dallas, TX 75244 |
60 | $50,000,000.00 | 100,000.00 | Fee-Based |
John Kvale
CFP®, CFA® J.K. FINANCIAL, INC. 8222 Douglas Avenue, Suite 590, Dallas, TX 75225 |
29 | $100,000,000 | $1,000,000 | Fee-Only |
Rick Lucas
NESTEGG WEALTH ADVISORS 3521 Main St Ste., Ste 101, Rowlett, TX 75088 |
20 | 26,000,000 | Not Specified | Fee-Based |
Dash Investments
DASH INVESTMENTS 4849 Greenville Avenue, Ste 100, Dallas, TX 75206 |
15 | 370000000 | Not Specified | Fee-Only |
Personal Capital
PERSONAL CAPITAL 901 Main Street, Suite 4600, Dallas, TX 75201 |
11 | $22,400,000,000 | $100,000 | Fee-Based |
Chris Mankoff
CFP® JTL WEALTH PARTNERS 550 Reserve St, Suite 190, Southlake, TX 76092 |
12 | 25,000,000 | $250,000 | Fee-Based |
Qualifications
CRD# 4836144
Firm CRD# 150742
Series 7, 63
Compensation/Fee Fee-Only, Based on Assets, Hourly
Office Location
1800 Preston Park Blvd,
Suite 105,
Plano,
TX
75093
Phone Number
469-231-6040
Dr. Andy Lawson is a financial economist specializing in investment management and financial planning. He holds a Bachelor of Science degree in Mathematics and a Master of Science degree in Statistical Sciences from Southern Methodist University in Dallas, Texas and a Ph.D. degree in Financial Economics (Investments) from the University of Texas in Austin, Texas. Andy developed his portfolio management skills working with institutional investors--holding senior positions at a hedge fund, a pension fund advisory and an economics consultancy--and conducting scholarly research. His research interests include stock valuation, portfolio diversification, mutual fund performance, stock price volatility and the management of portfolio risk. During his research he has collaborated with a number of renowned economists and contributed to the economics literature. Andy now provides financial advice and investment management to clients with a variety of investment objectives in the United States and Europe. He is a member of the American Statistical Association and the American Finance Association and lives in Dallas, Texas. Andy continues to carry out research relevant to the management of investment portfolios.
Freshfield is an independent fee-only Registered Investment Advisor and offers individuals expert investment management and financial planning. Freshfield provides these services as a fiduciary, meaning we're legally obliged to put our client's best interests first. Unlike brokers, we don't earn commissions by selling proprietary products such as mutual funds or annuities. By taking a client-first approach, we put our focus where it should be: on you and your investment goals. We believe this and our deep expertise determine why 9 out of 10 clients entrust their investments portfolios to us for the long term.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals
Qualifications
CRD# 157222
Firm CRD# 157222
Compensation/Fee Fee-Based, Based on Assets
Office Location
2820 Dallas Parkway,
Plano,
TX
75093
Phone Number
866-551-1705
Retirement Planners of America (RPOA) is a national Registered Investment Advisory firm based in Plano, TX, with 14 offices in Texas, Arizona, California, and Oklahoma that manages over $4.7 billion for over 8,000 clients. * Our credentialed Retirement Planners provide financial and other retirement planning services to individuals who are retired or retiring soon. Our ideal client has at least $250,000 in investible assets. For More information, call 866-551-1705 (*As of December 31, 2021)
Advisory Services Provided:
Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 4170630
Firm CRD# 6413
Office Location
17950 Preston Rd,
Suite 350,
Dallas,
TX
75252
Phone Number
214-446-0977
Adams Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. Weve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability for each of our clients, so if you are looking for an experienced and professional wealth manager, Adams Wealth Management is where you need to be. Our in-depth industry experience and strategic account management style puts your financial goals at the helm. At Adams Wealth Management, we believe that no two people are alike, so we seek to develop a unique investment strategy that mirrors that belief.
Advisory Services Provided:
Financial Planning, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 4625152
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
15725 Dallas Parkway, Suite 220,
Addison,
TX
75001
Phone Number
888-242-6766
Evan McGrath, CRPC®, is a financial advisor in our Addison, Texas, office, serving the greater Dallas area, and beyond. A native of Flint, Michigan, Evan graduated from Alma College with a degree in English. A Chartered Retirement Planning Counselor, prior to joining Allworth Financial, Evan has worked in the advisory and risk management sectors in Florida beginning in 2003. “For me, the greatest single professional moment I can have is when a client realizes that all of our hard work and planning is paying off,” he said. A marathoner, married, and the father of two children, Evan lives with his family in nearby Aubrey, Texas.
Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 4438327
Compensation/Fee Based on Assets, Commissions, Flat Fee
Office Location
2440 Timber Ridge Drive,
Suite 103,
Frisco,
TX
75036
Phone Number
469-522-4053
Cantrill Financial Group LLC is an independent fee based holistic planning and wealth management practice serving clients in the North Texas area. Our professionals stress the fundamental principles of education, accountability, and total coordination of wealth management services. Our business philosophy is to treat each client like they are family and to empower them to make educated choices that fit within their goals, aspirations, or personal lifestyle.
Advisory Services Provided:
Financial Planning, Investment Advice & Management, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 4257664
Firm CRD# 7717
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
6160 Warren Parkway,
Suite 100,
Frisco,
TX
75034
Phone Number
469-322-1210
Ken does not believe in cookie cutter financial plans. Everyone's needs and goals are different; what may make sense for one person may not make sense for another, even if they are at the same age or stage in life. To Ken, financial independence means reaching the point where work becomes optional and retirement becomes affordablebut each person might define that differently. This is one of the things that sets Ken apart from other advisors; his commitment to thinking holistically and creatively so that he can help his clients work towards their unique financial goals.Ken is dedicated to helping clients pursue financial independence through practical, values-driven financial plans. Ken focuses on advising clients how to pursue their financial goals, pay less in taxes, affordably pay for college, invest smarter, and properly protect their hard-earned assets. He thrives in his role as a financial mentor and enjoys guiding individuals and families through all stages of their financial lives.
I have been an Independent Financial Service Representative since 2000, and have been involved in business management and finances for over 20 years. As any independent advisor, I specialize in working with individuals and small businesses to provide solutions that help his clients to reach their financial goals. While some financial advisors focus on selling products, I focus on solutions, specifically customizing plans to suit my clients' individual needs. I educate clients to lessen their worries and to help them make more informed financial decisions, by offering a professional, independent and unbiased viewpoint. I focus on helping a select group of high net worth individuals and retirees to manage all aspects of their financial lives from investment strategies, retirement planning, estate planning issues, risk management and retirement income distribution. Registered Representative offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment adviser. Member FINRA & SIPC.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 4575597
Firm CRD# 6694
Series 6, 7, 63, 66
Compensation/Fee Fee-Based
Office Location
2601 Network Blvd., Suite 101,
Frisco,
TX
75034
Phone Number
972-987-1180
Brian is dedicated to providing each of his clients with a comprehensive and personalized plan to help reach their financial goals. Brian's extensive knowledge and experience has helped countless clients make the vision of their future a reality by helping them achieve financial freedom. Brian started his career in the 90's by working for a large bank to help pay for college. During this time, he learned the meaning of serving clients well. He quickly moved up the ranks and was managing client relationships rather early in his career. As a relationship manager for high net worth clients, Brian saw firsthand how people react to many financial situations out of emotion. This is common but often significantly hurts clients by not following a well-designed plan that accounts for these situations. It was then that he decided he wanted to confidently help clients answer the questions we ask ourselves. Questions like "am I on track to achieve my goals" or "do I have enough to last the rest of my life". Brian knew he wanted to work with Southwestern Investment Group (SWIG) after meeting the leadership team and many future teammates in all different seasons of their career. Brian came on board in 2013 knowing the strength SWIG offers in their commitment to a strong Christian culture and great team atmosphere that is unmatched. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Brian partners with his clients to simply help them achieve their goals. This includes detailed tax planning, insurance planning, estate planning as well as investment management and so much more. His goal is to identify any potential threat to a long-term plan and take steps to eliminate that threat which allows his clients to reach their financial goals and experience freedom. When outside of the office you can find Brian spending time with his wife and best friend, Ali, three daughters and grandmother who lives with them. He jokes that he is surrounded by women and never gets the TV remote. Each one of these relationships has continued to shape him and make him a better advisor/person. Brian is active in his Church serving on Sundays, leading a home group, leading a men's group and participating in a business group. With three young daughters there isn't a lot of free time but he wouldn't have it any other way. **Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ CFP®(with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Southwestern Investment Group operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.
Qualifications
CRD# 2645788
Firm CRD# 3870
Series 6, 63, 65
Compensation/Fee Fee-Based
Office Location
6401 Eldorado Pkwy.,
#226,
McKinney,
TX
75070
Phone Number
214-542-0809
Preparing for that next step in life isnt always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether youre simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I have been a resident of Dallas for over 34 years. I reside in Mckinney, Tx. with my wife Tammy, whom I have been married to for 26 years, and our two children Taylor (16) and Addison (14). I enjoy coaching my daughter's volleyball team, playing basketball and golf. I graduated from Texas State University, where my wife and I met.
At JMG Wealth Management, I take a client's needs approach. Everyone is different for what they are trying to attain. I listen to what my clients disclose to me and research for them how to best reach their objectives. I have been securities licensed since 1995 and insurance licensed since 1998. My 20 years of experience in both the securities arena as well as the insurance arena helps my clients address these needs. As of today, November 2021, my 200+ Clients have entrusted me with their assets in excess of $22M. My objective is to educate my clients and explain what my recommendations are and why. I want my clients to walk this journey with me and be involved. One thing that has always been a precedent of mine is finding a solution for my clients. I believe in finding the "square peg that will fit in the round hole." This method allows me to research for my clients and find the best case scenario for each of them rather than a "cookie-cutter approach." It is the challenge of this business and what I look forward to everyday. I assist my clients in the areas of asset management as well as insurance needs, if the need exists. If you are looking for someone that will explore the full financial arena for you or to manage your assets then give me a call.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 6569476
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
13727 Noel Road Tower 2,
Suite 1075,
Dallas,
TX
75240
Phone Number
469-250-5687
I was inspired to become a financial planner by the 2015 meltdown in the oil & gas industry. My goal is to help prepare my clients for the unexpected while creating positive, lasting change in their lives. Outside of work, I enjoy spending time outdoors with my wife and daughter.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
Firm CRD# 142457
Series 7, 63, 65
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee
Office Location
2801 Network Blvd.,
Suite 503,
Frisco,
TX
75034
Phone Number
214-423-4204
Merit Financial Advisors is a team of wealth professionals specializing in the key areas of financial planning enabling us to provide the best in class service and advice. We offer a wide range of services to meet your personal goals, such as: financial, tax and estate planning; risk management and the creation of personalize investment strategies. Our focus is to add value and assist clients through life's big transitions: retirement, divorce, widow/widower hood, loss or transition of a job . We offer a complementary initial in-person meeting at our Frisco or Southlake location, on the phone or via zoom. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, LLC, and Merit Financial Advisors are separate entities from LPL Financial. Merit is a financial services firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement. We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client's personal growth along with their financial goals. We believe that we can help address the retirement challenges in America by bringing financial freedom, wellness and confidence to the working population and retirees. As people experience financial wellness, they will live more productive lives. Our mission is to create the ultimate client experience. We strive to exceed client expectations by providing the best possible service while helping clients feel confident about establishing and targeting their financial goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 5059261
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets, Commissions
Office Location
5005 LBJ Freeway,
Suite 1410,
Dallas,
TX
75244
Phone Number
214-545-3305
Zach Allen is a partner of Disciplined Advisors Group (DAG). He is responsible for overseeing day to day operations, service, and cultivating relationships in the community and business arenas in the Dallas, TX branch of DAG. Zach began his career in financial services in 2000 as an intern for Morgan Stanley's trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law degree from the Sturm College of Law at the University of Denver. While in law school Zach focused on estate planning by working for Bank of America's trust department in Dallas, TX and with the estate planning firm of Ambler and Keenan in Denver, CO. After passing the Colorado State Bar, Zach joined Banc of America Investment Services as a financial adviser in Scottsdale, AZ. In 2009, Zach decided to return to his roots in Dallas and worked for Chase Investment Services as a financial adviser before completing his long term goal of joining DAG to work with his father and Stubbs. Like his father and Stubbs, Zach is committed to the community and most notably was as a committee member for the Fiesta Bowl in Scottsdale , AZ. Zach is an avid golfer and overall sports enthusiast. His is also a proud owner of a chocolate Labrador Retriever.
Were here to help you achieve your financial goals, manage your money and ultimately, better your life. Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a structure that allows for a prudent, less emotional investment decision-making process. We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing. We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive. We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than six decades of investment experience in which we are backed. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you. At Disciplined Advisors Group trust, commitment and caring make up the foundation that provides services to our clients.
Qualifications
CRD# 2047457
Firm CRD# 114929
Compensation/Fee Fee-Only
Office Location
8222 Douglas Avenue,
Suite 590,
Dallas,
TX
75225
Phone Number
214-706-4300
John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc. and with 29 years of industry experience is currently the president of J.K.Financial, a fee only total financial planning. J.K. Financial specializes in total concierge financial planning and wealth management. The company has a global presence, serving individual and institutional clients across the United States as well as multiple clients residing in foreign countries.
J.K. Financial, Inc. is a Fee Only, Financial Planning and Wealth Management firm that acts as a fiduciary for clients. The firm's founder, John A. Kvale is a CFA Charter holder, and CFP designee, with 18 years of experience. Incorporated in 1995, with the sole purpose of financial advisory services, J.K. Financial, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETFs, low cost mutual funds, and individual bonds for client portfolios, on a fully discretionary basis. J.K. Financial, Inc does not accept commissions, soft dollars, or order flow rebates. Members of the firm strictly adhere to the CFA Institute Code of Ethics. The firm currently accepts new clients, with investable assets of $1,000,000 or more.
Advisory Services Provided:
Retirement Planning, 401K Rollovers, Financial Planning for Individuals
Qualifications
CRD# 4535940
Firm CRD# 284016
Series 65
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
3521 Main St Ste.,
Ste 101,
Rowlett,
TX
75088
Phone Number
972-412-6064
Rick Lucas has been assisting investors since 2002. He has advised retirees of Fortune 500 companies as well as business owners, government employees and teachers in matters of retirement and estate planning. Being a Registered Investment Advisor, Rick serves in a fiduciary role to all his clients while educating them on a new way to think about money and investing. Rick has also developed a specialty in working with clients who want to grow and protect their wealth in a tax efficient manner and ensure their money lasts. Over the years, Rick has helped his clients use different strategies to create lifetime income, as well as strategies that can help reduce the impacts of income taxes, taxes on social security, and estate taxes. He also incorporates estate planning to protect clients assets and by-pass probate by working closely with a network of CPA's and Attorneys. Rick has completed Advanced IRA Distribution Expert training and is recognized as an Ed Slott trained expert advisor. (Ed Slott is a nationally recognized IRA expert, and was listed in the Wall Street Journal as 'The best source of IRA advice.')
Here at Nestegg Wealth Advisors, we have access to current strategies for preservation of assets as well as the tools and products that support those strategies. We focus on strategies that offer protection of assets, opportunities to earn credited interest, and the ability to create a guaranteed lifetime income. We provide information, products and strategies geared specifically to the needs of people in and near retirement.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5741663
Firm CRD# 135281
Series 63, 65
Compensation/Fee Fee-Only
Office Location
4849 Greenville Avenue,
Ste 100,
Dallas,
TX
75206
Phone Number
415-748-9181
The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm recently featured by "Money Magazine" as one of the top advisors in the country and has also been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts
Qualifications
Firm CRD# 155172
Compensation/Fee Fee-Based
Office Location
901 Main Street,
Suite 4600,
Dallas,
TX
75201
Phone Number
650-556-1310
Personal Capital offers $200 Plus a Free Consultation. Here's all you have to do:
There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.
WHY USE PERSONAL CAPITAL
Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice. Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:
Advisory Services Provided:
Portfolio Management, Wealth Management
Qualifications
CRD# 5708678
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly
Office Location
550 Reserve St,
Suite 190,
Southlake,
TX
76092
Phone Number
972-800-2321
Chris believes that when it comes to forecasting a financial future, the best way to is to create a plan for it. By engaging everyone in a methodical “my future and beyond” planning process, he can provide the necessary blueprints that are required to pursue the desired outcomes for their wealth. Chris also believes that a “great plan” must also include optimizing the investments that are incorporated into the plan. To maximize the value of each client relationship, Chris focuses on strategies that can help identify or implement the reduction of portfolio expenses, minimizing capital gains distributions, tax harvesting opportunities, strategic diversification of concentrated holdings, striving to enhance total portfolio income, as well as many other investment strategies for high net worth individuals.
At JTL Wealth Partners, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets. We do this by creating and implementing strategies tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goals are: - To provide clients with clarity - To educate - To make significant and tangible progress toward every client's financial goals We are our client's financial advocate. We strive to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Top Financial Advisor Firms in Plano, Texas (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
Sfmg Wealth Advisors
7800 Dallas Parkway , Suite 350, Plano, TX 75024 |
$1,975,358,577 | 3543 |
A percentage of AUM Hourly charges Fixed fees |
Insight Wealth Partners
3333 Premier Drive , Suite 800, Plano, TX 75023 |
$758,223,455 | 2477 |
A percentage of AUM Fixed fees |
Wealthstar Advisors, Llc
305b W Spring Creek Parkway , Suite 400, Plano, TX 75023 |
$717,616,108 | 2482 |
A percentage of AUM Hourly charges Fixed fees |
Vann Equity Management Llc
4975 Preston Park Blvd #490, Plano, TX 75093 |
$700,146,434 | 57 |
A percentage of AUM Fixed fees |
The Watchman Group, Inc.
5045 Lorimar Drive , Suite 200, Plano, TX 75093 |
$505,859,384 | 243 |
A percentage of AUM Hourly charges Fixed fees |
Fulcrum Equity Management, Llc
5700 Granite Parkway , Suite 200, Plano, TX 75024 |
$375,253,687 | 2013 |
A percentage of AUM Fixed fees |
Legacy Consulting Group
5340 Legacy Drive , Ste 165, Plano, TX 75024 |
$325,106,232 | 512 |
A percentage of AUM |
Cmg Wealth Management
2500 Dallas Parkway, Suite 400, Plano, TX 75093 |
$305,000,000 | 593 |
A percentage of AUM |
Moss, Luse & Womble, Llc
5160 Tennyson Parkway , Suite 2000w, Plano, TX 75024 |
$298,700,000 | 1475 |
A percentage of AUM Hourly charges Fixed fees |
Lifeway Financial Corporation
One Legacy Town Center , 7160 Dallas Parkway, Suite 520, Plano, TX 75024 |
$271,417,780 | 400 |
A percentage of AUM Hourly charges Fixed fees |
Tevis Investment Management, Llc
5700 West Plano Parkway , Suite 3800, Plano, TX 75093 |
$159,668,618 | 405 |
A percentage of AUM |
No Fate Bwwm
8105 Rasor Blvd. , Box #87, Plano, TX 75024 |
$126,260,809 | 231 |
A percentage of AUM Fixed fees |
Sk Advisor Network, Llc
8105 Rasor Blvd. , Box #87, Plano, TX 75024 |
$126,260,809 | 1 |
A percentage of AUM Hourly charges Fixed fees |
1128 Capital, Llc
7950 Legacy Drive , Suite 400-315, Plano, TX 75024 |
$114,876,894 | 8 |
A percentage of AUM Hourly charges Performance Based |
Bbae Advisors Llc
7300 Lone Star Drive , Suite C200, Plano, TX 75024 |
$723,467 | 69 |
A percentage of AUM Hourly charges Performance Based |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Anthony Lopez Inquire with Anthony |
6860 N Dallas Pkwy, Ste 500, Plano, TX 75024 | 972-244-5746 |
Brady Hollingsworth Inquire with Brady |
4504 Legacy Dr, Ste 200, Plano, TX 75024 | 214-445-0631 |
Bobby A Leach Inquire with Bobby |
7500 Dallas Parkway, Suite 500, Plano, TX 75024 | 972-964-4512 |
B J Seastone Inquire with B |
5172 Village Creek Dr, Ste 104, Plano, TX 75093 | 972-996-4963 |
Bruce Bordelon Inquire with Bruce |
5172 Village Creek Dr, Ste 104, Plano, TX 75093 | 972-447-5197 |
Kane Vines Inquire with Kane |
5700 Granite Pkwy, Ste 200, Plano, TX 75024 | 469-409-7283 |
Chris Black Inquire with Chris |
5172 Village Creek Dr, Ste 104, Plano, TX 75093 | 972-447-5175 |
Mark Stegman Inquire with Mark |
3333 Premier Dr, Ste 100, Plano, TX 75023 | 972-543-4850 |
Jim Middlebrook Inquire with Jim |
5172 Village Creek Dr, Ste 104, Plano, TX 75093 | 972-447-5162 |
Michelle Morehead Inquire with Michelle |
6860 N Dallas Pkwy, Ste 500, Plano, TX 75024 | 972-232-1675 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?