10+ Years · Plano
Experienced Financial Advisors in Plano, TX
Experience matters. These financial advisors in Plano have years of proven work behind them — and the reviews to back it up.
As of June 2026, RatingsNearMe ranks 18 financial advisors in Plano, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Thompson Financial & CO with a 5.0-star rating from 67 Google reviews and an RNM Score of 93/100. Also in the top tier: Maven Financial Partners and Gordon Oak Financial. The average rating across all listed financial advisors in Plano is 4.8 stars from 30 reviews per business on average.
Financial advisors in Plano typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Plano, Texas is home to a variety of financial advisors who offer investment management, retirement planning, and other wealth management services to local residents. When searching for a financial advisor in Plano, consumers should consider factors such as qualifications, services offered, and fees.
- ✓Plano has a range of financial advisors with different specialties and approaches
- ✓Consumers should research an advisor's credentials, services, and fee structure before selecting one
- ✓Financial advisors in Plano can assist with investment management, retirement planning, and other wealth management needs
How to Choose a Financial Advisor in Plano
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Experience working with clients in the Plano, TX area
- • Fee-only compensation structure (no commissions)
- • Fiduciary duty to act in your best interests
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the appropriate asset allocation for my goals and risk tolerance?
- • What are your fees and how are they structured?
Red flags
- ⚠ Pressure to buy specific financial products
- ⚠ Lack of transparency around fees and compensation
- ⚠ Unwillingness to provide references or client testimonials
In Texas, financial advisors must be registered with the Texas State Securities Board and hold appropriate licenses, such as a Series 65 or Series 66 license. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
18
Businesses listed
4.8★
Avg rating
30
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Boasts a flawless 5.0-star rating from 67 Google reviews in Plano.
445 Walnut St Ste 113, Richardson, TX 75081, USATop-rated Plano financial advisor with a perfect 5.0 rating from 57 reviews.
3400 N Central Expy Suite 110, Richardson, TX 75080, USARated 5.0 stars from 50 Google reviews, this Plano financial advisor is highly trusted.
6010 Spring Creek Pkwy, Plano, TX 75024, USAFinancial Advisors Rankings in Plano, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Thompson Financial & CO445 Walnut St Ste 113, Richardson, TX 75081, USA | 5.0★ | 67 |
| #2 | Maven Financial Partners3400 N Central Expy Suite 110, Richardson, TX 75080, USA | 5.0★ | 57 |
| #3 | Gordon Oak Financial6010 Spring Creek Pkwy, Plano, TX 75024, USA | 5.0★ | 50 |
| #4 | Edward Jones - Financial Advisor: Taylor D Brennan, CRPC™1800 Preston Park Blvd Suite 125, Plano, TX 75093, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Tenisha Blair, CFP®|CPWA®|AAMS®|CRPC™7000 Preston Rd Suite 1000, Plano, TX 75024, USA | 5.0★ | 1 |
| #6 | Transamerica Financial Advisors3242 Preston Rd #100, Plano, TX 75093, USA | 1.0★ | 2 |
| #7 | Dawson Private Wealth333 E Bethany Dr Ste I120, Allen, TX 75002, USA | 5.0★ | 74 |
| #8 | Planning by Design Financial101 E Park Blvd #202, Plano, TX 75074, USA | 4.8★ | 19 |
| #9 | Interlinc Financial Advisors, Inc.5068 W Plano Pkwy Suite 385, Plano, TX 75093, USA | 5.0★ | 10 |
| #10 | On The Mark Money5465 Legacy Dr #650, Plano, TX 75024, USA | 4.8★ | 48 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Plano
1800 Preston Park Blvd Suite 125, Plano, TX 75093, USA
7000 Preston Rd Suite 1000, Plano, TX 75024, USA
3242 Preston Rd #100, Plano, TX 75093, USA
101 E Park Blvd #202, Plano, TX 75074, USA
5068 W Plano Pkwy Suite 385, Plano, TX 75093, USA
3960 Dallas Pkwy #400, Plano, TX 75093, USA
5810 Tennyson Pkwy #525, Plano, TX 75024, USA
3900 American Dr STE 204, Plano, TX 75075, USA
5550 Granite Pkwy Suite 270, Plano, TX 75024, USA
5550 Granite Pkwy Suite 270, Plano, TX 75024, USA
790 S Watters Rd #100, Allen, TX 75013, USA
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Financial Advisors in Plano, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Thompson Financial & CO | 93/100 | 5.0 ★ | 67 |
| 2 | Maven Financial Partners | 92/100 | 5.0 ★ | 57 |
| 3 | Gordon Oak Financial | 83/100 | 5.0 ★ | 50 |
| 4 | Edward Jones - Financial Advisor: Taylor D Brennan, CRPC™ | 65/100 | 5.0 ★ | 1 |
| 5 | Edward Jones - Financial Advisor: Tenisha Blair, CFP®|CPWA®|AAMS®|CRPC™ | 65/100 | 5.0 ★ | 1 |
| 6 | Transamerica Financial Advisors | 20/100 | 1.0 ★ | 2 |
| 7 | Dawson Private Wealth | 82/100 | 5.0 ★ | 74 |
| 8 | Planning by Design Financial | 83/100 | 4.8 ★ | 19 |
| 9 | Interlinc Financial Advisors, Inc. | 83/100 | 5.0 ★ | 10 |
| 10 | On The Mark Money | 76/100 | 4.8 ★ | 48 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Plano
What is a fiduciary financial advisor and why does it matter in Plano?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Plano, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Plano?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 10, 2026.
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