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Find Top Financial Advisors in Plano, Texas

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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.

Finding the Top Financial Advisor in Plano, Texas
Last Updated - 25-Jun-2022

Plano has 14 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 21 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
RIA
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
Evan McGrath
CRPC®
ALLWORTH FINANCIAL
15725 Dallas Parkway, Suite 220,
Addison, TX 75001
Not Disclosed Not Specified Not Specified Fee-Based
Kenneth Beber
CFS, AIF®
PEAK FINANCIAL, INC.
6160 Warren Parkway,
Suite 100,
Frisco, TX 75034
20 Not Specified Not Specified Fee-Based
Kyle Shores
CAS, CAS
MERIT
2801 Network Blvd.,
Suite 503,
Frisco, TX 75034
20 700,000,000 $250,000 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
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

Information on Qualified Financial Advisors in Plano

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.

About Freshfield Investments

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

About Retirement Planners of America

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# 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.

About Allworth Financial

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# 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.

About Peak Financial, Inc.

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 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.

About Merit

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# 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.

About Southwestern Investment Advisory Services, Inc.

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.

About JMG Wealth Management

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.

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 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 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.

About Disciplined Advisor Group

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
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.

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.

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.')

About Nestegg Wealth Advisors

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

About Dash Investments

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

About Personal Capital

Personal Capital offers $200 Plus a Free Consultation. Here's all you have to do:

Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.

The holistic financial plan recommendation is yours to keep, no strings attached. You also get $200, just for speaking with us.

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:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

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.

About JTL Wealth Partners

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
Hourly charges
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
Hourly charges
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
Hourly charges
Fixed fees
Legacy Consulting Group
5340 Legacy Drive , Ste 165,
Plano, TX 75024
$325,106,232 512 A percentage of AUM
Hourly charges
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
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
Hourly charges
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
1839 Asset Management Llc
7950 Legacy Drive , Suite 442,
Plano, TX 75024
$110,820,447 5 A percentage of AUM
Performance Based
Bbae Advisors Llc
7300 Lone Star Drive , Suite C200,
Plano, TX 75024
$723,467 69 A percentage of AUM
Performance Based

    List of Additional Advisors in Plano, Texas*

    * 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
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