Find Top Financial Advisors in Plano
WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Plano. 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.
Qualifications of Financial Advisor in Plano
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.
| Financial Advisors in Plano, Texas | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Dan Richey Edelman Financial Engines, LLC |
8000 Coit Road, Plano, TX 75025 |
(214) 705-7622 |
| Justin Farris Farris Capital Management Inc |
14800 Quorum Drive, Dallas, TX 75254 |
(214) 525-2141 |
| Aaron Cherry Edelman Financial Engines, LLC |
13727 Noel Road Tower 2, Dallas, TX 75240 |
(469) 250-5659 |
| Waits Financial Group Waits Financial Group |
7110 Pecan Street, Frisco, TX 75034 |
(972) 581-3077 |
| Zach Allen Disciplined Advisor Group |
5005 LBJ Freeway, Dallas, TX 75244 |
(214) 545-3305 |
| Justin Gedlen CFP®, CRC® First Financial Equity Corporation |
5005 LBJ Freeway, Dallas, TX 75244 |
(214) 545-3310 |
| Chris Leap CFP® Leap Wealth Management, LLC |
8604 Greenville Ave Dallas TX 75243, Dallas, TX 75243 |
(214) 420-7441 |
| John Kvale, CFA®, CFP® J.K. Financial, Inc. |
8222 Douglas Avenue, Dallas, TX 75225 |
(214) 706-4300 |
| Dan Richey Edelman Financial Engines, LLC |
5605 North MacArthur Blvd., Irving, TX 75038 4500 Mercantile Plaza Dr, Fort Worth, TX 76137 |
(214) 705-7622 |
Information on Qualified Financial Advisors in Plano
Qualifications
CRD# 5375720
FirmCRD# 104510
Series 7, 24, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
8000 Coit Road,
Suite 600,
Plano,
TX 75025
Phone Number
(214) 7057622
Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2005. Successfully completed the Series 7, 24, and 66 examination(s) administered by FINRA. Belongs to the Young Men's Christian Leadership Club. Bachelor's Degree in Political Science from University of North Texas. Married to Laura. They have two children: Lincoln and Hannah. Dan enjoys traveling, playing basketball and volleyball, spending time with his family and he is a car enthusiast.
About Edelman Financial Engines, LLC
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# 4725738
FirmCRD# 169051
Series 7, 66
Compensation/Fee
I am a fee-only financial professional, 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.
About Farris Capital Management Inc
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# 4350375
FirmCRD# 104510
Series 7, 63, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
13727 Noel Road Tower 2,
Suite 1075,
Dallas,
TX 75240
Phone Number
(469) 2505659
Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2006. Earned the Chartered Financial Consultant and Certified Financial Planner certification(s). Bachelor's degree in Business Administration in Marketing from Stephen F. Austin State University and Master of Business Administration in Business Management from University of Dallas.
About Edelman Financial Engines, LLC
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# 2565566
FirmCRD# 10740
Series 7, 24
Compensation/Fee
I am a Fee-Based financial professional, Based on Assets
Office Location
7110 Pecan Street,
Frisco,
TX 75034
Phone Number
(972) 5813077
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family. We have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio. With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies. This goal-based financial security planning approach is designed to help you: Define customized short and long-term goals that ensure you choose only the right financial products and services Identify roadblocks or gaps that might impact your financial planning strategy Continually monitor your plan to ensure it meets your changing needs
About Waits Financial Group
We are dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our clients trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. Waits Financial Group does this with the highest levels of trust, integrity and respect while always collaborating using a team approach. We are dedicated to professionally supporting, educating and providing informed direction to each and every client.
Qualifications
CRD# 5059261
Series 7, 66
Compensation/Fee
I am a fee-based financial professional, 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.
About Disciplined Advisor Group
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# 5186484
Series 7, 66
Office Location
5005 LBJ Freeway,
Suite 1410,
Dallas,
TX 75244
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. First Financial Equity Corporation is an independent firm with 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.
About First Financial Equity Corporation
It's our goal to help you reach your goals. Our experienced team of investment advisors works together with their clients to pursue their most important financial goals. Founded in 1985, FFEC is a privately owned full-service brokerage firm. As our firm grows, we retain our belief in a conservative, well-diversified, long-term approach to investing. We know that investing can be complex, so we are here to help guide you every step of the way.
Qualifications
CRD# 2562058
FirmCRD# 152253
Series 7, 63
Compensation/Fee
I am a fee-based financial professional, Based on Assets
Office Location
8604 Greenville Ave Dallas TX 75243,
1000 Heritage Center Circle, Round Rock TX,
Dallas,
TX 75243
Phone Number
(214) 4207441
Leap Wealth Management offers an unusual breadth of financial experience, the convenience of a full-service financial resource, and the benefits of an independent investment firm. Our firm was founded by Chris Leap, CFP®, who has 22 years of experience in financial planning and asset management. Before starting our firm, Mr. Leap was a senior financial adviser at Ameriprise Financial Inc., where he provided financial planning and wealth management services and also trained new financial professionals. He joined American Express Financial Advisors Inc., Ameriprises predecessor company, after graduating with a BA from the University of Oklahoma and teaching tennis in East Hampton and Palm Beach. Mr. Leap received the Certified Financial Planner" designation in 2002 and was named one of the top financial advisers in the Dallas-Fort Worth region by D Magazine for a third time in 2013. He is married with four children and lives in Dallas.
About Leap Wealth Management, LLC
We are an independent, advisor owned firm with no ties to any large, faceless corporation. We act as fiduciaries for our clients with the highest level of service and accountability. There is no bureaucracy, no proprietary financial products,just experienced professionals dedicated to providing intelligent, innovative solutions to satisfy your financial needs and concerns. We have no built in conflicts-of-interest that are inherent in with advisers who are affiliated with a broker/dealer firm and we leverage proprietary state-of-the-art financial software to help make investment decisions on where to place investments, how long to hold them and when to get out. We believe that it is necessary for clients portfolios and strategies to keep up with the changing times and information available instead of hanging on to outdated investment philosophies.
Qualifications
CRD# 2047457
FirmCRD# 114929
Compensation/Fee
I am a fee-only financial professional, 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.
About J.K. Financial, Inc.
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# 5375720
FirmCRD# 104510
Series 7, 24, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
5605 North MacArthur Blvd.,
10th Floor,
Irving,
TX 75038
Phone Number
(214) 7057622
Office Location
4500 Mercantile Plaza Dr,
Suite 300,
Fort Worth,TX 76137
Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2005. Successfully completed the Series 7, 24, and 66 examination(s) administered by FINRA. Belongs to the Young Men's Christian Leadership Club. Bachelor's Degree in Political Science from University of North Texas. Married to Laura. They have two children: Lincoln and Hannah. Dan enjoys traveling, playing basketball and volleyball, spending time with his family and he is a car enthusiast.
About Edelman Financial Engines, LLC
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.
| List of Additional Financial Advisors in or around Plano, Texas | |
| Lincoln Financial Advisors | Plano, TX |
| Beacon Financial Group | Addison, TX |
| David Hollands & Associates | Plano, TX |
| Southwest Texas Capital, LLC | Plano, TX |
| VanderPal Capital Management LLC | Plano, TX |
| Andrew Garrett Investments | Allen, TX |
| Profisys, LLC | Plano, TX |
| RBC Dain Rauscher | Plano, TX |
| World Group Securities, Inc. | Richardson, TX |
| American Express Fin Adv | Richardson, TX |
| Ameriprise Financial Services | Richardson, TX |
| Quorum Financial Group | Dallas, TX |
| American Express Financial Advisors | Dallas, TX |
| Sagemark Consulting / Lincoln Financial Advisors | Dallas, TX |
| Spectrum Financial Group | Addison, TX |
| Spectrum Financial Group | Addison, TX |
| UBS Financial Services, Inc. | Addison, TX |
| Elite Financial Management | Dallas, TX |
| AXA Advisors, LLC | Dallas, TX |
| Armstrong Purselley Wealth Management Group | Dallas, TX |
| Fox & Company Investments | Carrollton, TX |
| Marvin M. Slater and Assoc. | Dallas, TX |
| Executive Resources | Dallas, TX |
| UBS Financial Services | Dallas, TX |
| UBS Financial Services, Inc. | Dallas, TX |
| True North Advisors, LLC | Dallas, TX |
| Merrill Lynch | Dallas, TX |
| New England Financial | Lewisville, TX |
| First Southwest Asset Management Inc | Dallas, TX |
| UBS Financial Services, Inc. | Dallas, TX |
| International Wealth Management | Grapevine, TX |
| Edward Jones Investments | Flower Mound, TX |
| American Express Financial Advisors | Arlington, TX |
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