WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Plano, Texas. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Qualified Financial Advisors in Plano, Texas | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Justin Gedlen CFP®, CRC® Disciplined Advisors Group |
14135 Midway Rd, Addison, TX 75001 |
(214) 545-3310 |
| Justin Farris Farris Capital Management Inc |
14800 Quorum Drive, Dallas, TX 75254 |
(214) 525-2141 |
| Tim Dowden Edelman Financial Engines, LLC |
13727 Noel Road Tower 2, Dallas, TX 75240 |
(469) 250-5659 |
| Jeffrey M. Garton JMG Wealth Management |
6401 Eldorado Pkwy. #226, McKinney, TX 75070 |
(972) 837-0871 |
| Kenneth Beber, AIF® Peak Financial, Inc. |
6160 Warren Parkway, Frisco, TX 75034 |
(469) 322-1210 |
| Zach Allen Disciplined Advisor Group |
5005 LBJ Freeway, Dallas, TX 75244 |
(214) 545-3305 |
| John Kvale, CFA®, CFP® J.K. Financial, Inc. |
8222 Douglas Avenue, Dallas, TX 75225 |
(214) 706-4300 |
| ROBERT HOLMAN Holman Wealth Management, LLC |
4035 Shady Hill Drive, Dallas, TX 75229 |
(972) 702-6032 |
| Zachry P. Fearing (Zak) Morrison Financial |
2570 Fm 407, Highland Village, TX 75077 |
(972) 966-3110 |
| Personal Capital Personal Capital Advisors Corporation |
901 Main Street, Dallas, TX 75201 |
(650) 556-1310 |
| Riley Wealth Advisors Riley Wealth Advisors, LLC |
700 N. Carroll, Suite 110 Southlake, TX 76092, Southlake, TX 76092 |
(817) 870-4680 |
| Michael Fessler Westlake Wealth Management |
310 S Oak Street Suite 208, Roanoke, TX 76262 |
(682) 888-6144 |
Qualifications
CRD# 5186484
Series 7, 66
Office Location
14135 Midway Rd,
Suite G 100,
Addison,
TX 75001
Phone Number
(214) 5453310
We know financial planning and investing can be a complicated (and sometimes stressful) topic for many people, but it does not have to be. As a Certified Financial Planner (TM) practitioner, Justin's primary focus is not only on helping you reach your financial goals, but helping you understand your path to financial independence. We will talk to you about your finances in a language that makes sense. At Disciplined Advisors Group, we are independent and have no in-house investments. This allows Justin to simplify the marketplace and offer unbiased advice. It is with the mindset of a fiduciary that he will help you make smart, informed financial decisions. Our "planning first attitude" leads to recommendations that revolve around a written financial plan, not a sales agenda. Justin earned his Bachelor of Science degree from The University of Wisconsin-Madison and has over 10 years of industry experience. He lives in Highland Village with his wife Hannah and their son Pierce. Even after nearly a decade of Texas residency, he remains devoted to the Wisconsin Badgers and Green Bay Packers&much to his Dallas born wife's dismay.
We're 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# 4725738
FirmCRD# 169051
Series 7, 66
Compensation/Fee
Fee Only, Based on Assets, Flat Fee, Hourly
Office Location
14800 Quorum Drive,
suite 360,
Dallas,
TX 75254
Phone Number
(214) 5252141
Mr. Farris serves clients by providing retirement planning, Tax planning strategies, investments, and risk management advisory services. Justin develops the investment strategies and handles the portfolio management for FCM. Prior to establishing Farris Capital Management, Justin worked at Raymond James and Associates in the Dallas office and was formerly the lead equity analyst and trader for the offices most prominent hedge fund. This experience is where he gained the real world investment knowledge of money management and how to apply research and investment thesis into actionable ideas. He is a CERTIFIED FINANCIAL PLANNER" professional with a degree in Economics from Rice University and also played for the Rice University College World Series Championship baseball team.
As an independent full-service wealth management firm, we specialize in the practice of investment management and financial planning. Farris Capital Management Inc. maintains an independent and focused approach to advising our clients on all their financial needs. We don't sell products; we provide custom tailored financial solutions and are committed to becoming a lifelong partner to our clients. Professionalism, integrity, hard work, and trust are the basic principles of our company. Our goal is to provide a superior client service experience. What Makes Us Unique - At Farris Capital Management Inc., we build and manage your personalized investment portfolio while incorporating a high quality financial plan for each of your goals. To find out more please visit our website.
Qualifications
CRD# 4404131
FirmCRD# 104510
Series 7, 31
Compensation/Fee
Fee Based Only - No Commissions
Office Location
13727 Noel Road Tower 2,
Suite 1075,
Dallas,
TX 75240
Phone Number
(469) 2505659
Since 2001, Ive been helping people implement strategies to help them reach their financial goals. As a financial planner, I recognize every individual is unique with different needs and goals and I embrace that individuality. Outside of work, I enjoy spending time with my wife and two boys.
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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 2645788
FirmCRD# 10409
Series 6, 63, 65
Compensation/Fee
Fee-Based
Office Location
6401 Eldorado Pkwy. #226,
McKinney,
TX 75070
Phone Number
(972) 8370871
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 (15) and Addison (13). I enjoy coaching my sons baseball 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. My 200+ Clients have trusted 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.
Qualifications
CRD# 4257664
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) 3221210
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.
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) 5453305
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.
We’re 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
FirmCRD# 114929
Compensation/Fee
Fee Only, Based on Assets
Office Location
8222 Douglas Avenue,
Suite 590,
Dallas,
TX 75225
Phone Number
(214) 7064300
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.
Qualifications
CRD# 5592274
FirmCRD# 296591
Series 63, 66
Compensation/Fee
Fee Only, Based on Assets
Office Location
4035 Shady Hill Drive,
Dallas,
TX 75229
Phone Number
(972) 7026032
I've been interested in the stock market since the age of 12. I sought after and received, the industry's most prestigious designation of competency, the CFA Charter. I hold the CFP marks as well. I became convinced along the way that only a few knew how to beat the market. Warren Buffett says he knows 50 people who can do that. And that's both the opportunity and the problem for most investment clients - they are not in the right network to find these money managers. That's why I got in this business and why I'm on this website - to help those who are behind on their monetary goals to formulate a plan that will allow them to catch up to where they should be. I believe the most important quality for a financial advisor is ethics, ethics, ethics. HWM was formed to offer relationship-oriented ethical, fiduciary financial planning and investment management, and to give clients the opportunity to not give back profits in declining markets.
Our Mission - to continue building wealth through both offensive and defensive strategies as market conditions change. We are offensive and defensive investors - we invest for growth when risks are low, or we invest to preserve capital when risks are high. We believe that studying economic and financial indicators can lead to better investment decisions. These efforts help us manage the degree of risk and reward that comes with different asset classes during different cyclical time periods. We desire to find opportunities for growth during lower-risk periods (risk-on), and we also desire to protect client assets from deterioration during higher-risk periods (risk-off), as determined by our economic research. We believe that studying economic and financial indicators can lead to better investment decisions. These efforts help us manage the degree of risk and reward that comes with different asset classes during different cyclical time periods. Accordingly, we will buy and sell as we perceive the economic environment is changing. We may occasionally choose a third-party investment manager to work with us in managing certain portfolios if the client so chooses. We oversee the efforts of the third-party manager for compliance with our client's goals and objectives.
Qualifications
CRD# 5657616
FirmCRD# 30833
Series 7, 63, 65
Compensation/Fee
Fee-Based
Office Location
2570 Fm 407,
Suite #210,
Highland Village,
TX 75077
Phone Number
(972) 9663110
Zachry P. Fearing (Zak) is a registered representative with Centaurus Financial, Inc. Prior to joining the Morrison Financial team, Mr. Fearing spent 10 years in the energy sector with a focus on finance. During this time he worked closely with both public and private energy companies to source and deploy capital for extensive oil & gas operations with a focus on shale basins in North America. At Morrison Financial Zak is focused on developing long term relationships and helping families and business owners plan for a better financial future. He is always creating new and exciting strategies to better serve our clients. Zak attended Hawaii Pacific University and was a member of the golf team before transferring to University of North Texas and graduating with B.B.A., Entrepreneurship. He and his wife Blaire have three children and currently reside in Lantana, TX.
Knowledge is power. Its also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. We are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal. Todays economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to reap those rewards. We enjoy helping people build a solid financial foundation for the future.
Qualifications
FirmCRD# 155172
Compensation/Fee
Fee-Based, Based on Assets
Office Location
901 Main Street,
Suite 4600,
Dallas,
TX 75201
Phone Number
(650) 5561310
Key Differentiators: • See all your financial accounts with all your financial institutions, all in one place: You can link your checking, savings, 401k, IRA, mortgage, investments, credit cards, and more. • Personalization on a whole new level: Personal Capital offers personalized financial planning, for qualified clients. • Dynamic, Diversified Portfolios: Proprietary SmartWeighting™ technology helps minimize the risk of market drops by automatically rebalancing portfolios. • Access to Experts and Specialists: Clients also enjoy access to a wide range of experts in tax, income, retirement, estate planning, insurance, college savings, stock options, real estate, socially responsible investing and charitable giving. • Transparent fees: Clients pay one flat fee for all of our wealth management services. • We'll always act in your best interest: Personal Capital is a fiduciary, which means their advisors are legally obligated to act in your best interest.
Personal Capital is an industry-leading digital wealth management company. We do the right thing by the everyday investor by taking a holistic, 360ý approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our financial advisors are fiduciaries, legally bound to act in your best interest to provide expert guidance, and logical strategies, based on a personal understanding of an investorýs financial picture and goals. We currently manage more than $10+ billion in assets, work with investors in each state and have offices across the U.S.
Qualifications
CRD# 5979802
Series 65, 66
Compensation/Fee
Fee-Based, Based on Assets, Hourly
Office Location
700 N. Carroll, Suite 110 Southlake, TX 76092,
16427 North Scottsdale Road Suite 410 Scottsdale, AZ 85254,
Southlake,
TX 76092
Phone Number
(817) 8704680
Riley Wealth Advisors is a Fort Worth -based wealth management firm founded by William E. Riley in 2008. We're dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our mission is: We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Our True Wealth Approach When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life. True Wealth is all that money can?t buy and death can?t take away. It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation ? creativity paired with careful calculation. As your trusted advisor, we are wholly dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, proven investment strategies and a passion for serving you.
Qualifications
CRD# 6218319
FirmCRD# 308915
Series 7, 66
Compensation/Fee
Fee Only, Based on Assets, Flat Fee
Office Location
310 S Oak Street Suite 208,
Roanoke,
TX 76262
Phone Number
(682) 8886144
Michael Fessler, CFP®, AWMA®, EA, is a Managing Partner at Westlake Wealth Management. He specializes in financial planning, portfolio management, risk management, estate planning, and tax planning. Michael holds a BBA in Accounting, an MBA in Finance, and earned his CERTIFIED FINANCIAL PLANNER (CFP®) designation to best serve his clients. He has also earned his Acredited Wealth Management Advisor (AWMA®) designation and is an Enrolled Agent (EA). After beginning his career with a nationwide planning firm, Michael decided to establish his own firm in order to provide truly independent guidance to individuals and families. He is passionate about helping people create better futures for themselves and for generations to come. Michael lives in Trophy Club, Texas with his wife Chelsea and their four young children. He enjoys spending time with his family and friends, playing golf, and cheering on Alabama football.
At Westlake Wealth Management, we serve a diverse group of business owners, executives, retirees and much more. No matter how our clients came to us, they are all unified in their need for superior service and unbiased financial advice. Whether you are a business owner who wants more time to focus on growing your business, an executive that doesnt have enough hours in the day to spend on personal finances, or a retiree who just wants to spoil the grandchildren, our goal is to give you peace of mind knowing that your financial future is in good hands. Our Mission is to do what is in the best interest of our clients and to give back to the communities in which we serve. Our Philosophy is not to be everything for everyone - but rather be everything for a few people. We believe in providing individualized service and unparalleled support to each one of our clients. We are selective when choosing individuals to work with, and encourage potential clients to do the same when choosing a financial advisor. Our Values serve as our guide in all client interactions and in every plan design. From the first phone call to final implementation - this is what you can expect from Westlake Wealth Management: Honesty As an independent wealth management firm, we take our duty to provide objective advice seriously. Anyone can say they put their clients interests above their own, but we believe that saying it means much less than doing it. At Westlake Wealth Management, we are here to add value, look out for the best interest of our clients, and give back to our community. Personalization Regardless of your current situation and needs, you deserve a customized strategy tailored to you and you alone. Rehearsed advice and recycled plans have no place in our firm. We take a deep dive into each of our clients wealth management needs and provide strategies aimed at progressing toward their specified goals. Knowledge Our goal is always to provide world-class service to our clients. Part of that service includes education. We believe in equipping our clients with the knowledge to understand where their money is going and why. We encourage questions and take time to ensure clarity in our clients financial plans.
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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?
