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Financial Advisors Near You in Plano, TX
Find financial advisors close to you in Plano. All results are sorted by proximity and rated by real local customers.
As of May 2026, RatingsNearMe ranks 18 financial advisors in Plano, TX by verified customer ratings and review volume. The highest-rated is Thompson Financial & CO with a 5.0-star rating from 67 verified reviews. Also in the top tier: Maven Financial Partners and Stansell Wealth Planning. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
4.8★
Avg rating
30
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Thompson Financial & CO
445 Walnut St Ste 113, Richardson, TX 75081, USA
Maven Financial Partners
3400 N Central Expy Suite 110, Richardson, TX 75080, USA
Stansell Wealth Planning
5550 Granite Pkwy Suite 270, Plano, TX 75024, USA
Financial 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 | Stansell Wealth Planning5550 Granite Pkwy Suite 270, Plano, TX 75024, USA | 5.0★ | 23 |
| #4 | Dawson Private Wealth333 E Bethany Dr Ste I120, Allen, TX 75002, USA | 5.0★ | 74 |
| #5 | Planning by Design Financial101 E Park Blvd #202, Plano, TX 75074, USA | 4.8★ | 19 |
| #6 | Interlinc Financial Advisors, Inc.5068 W Plano Pkwy Suite 385, Plano, TX 75093, USA | 5.0★ | 10 |
| #7 | On The Mark Money5465 Legacy Dr #650, Plano, TX 75024, USA | 4.8★ | 48 |
| #8 | Peak American Financial2400 Dallas Pkwy #100, Plano, TX 75093, USA | 4.9★ | 63 |
| #9 | Transamerica Financial Advisors3242 Preston Rd #100, Plano, TX 75093, USA | 1.0★ | 2 |
| #10 | Creme Wealth - Plano Financial Planner5550 Granite Pkwy Suite 270, Plano, TX 75024, USA | 5.0★ | 58 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Plano
Dawson Private Wealth
333 E Bethany Dr Ste I120, Allen, TX 75002, USA
Planning by Design Financial
101 E Park Blvd #202, Plano, TX 75074, USA
Interlinc Financial Advisors, Inc.
5068 W Plano Pkwy Suite 385, Plano, TX 75093, USA
On The Mark Money
5465 Legacy Dr #650, Plano, TX 75024, USA
Peak American Financial
2400 Dallas Pkwy #100, Plano, TX 75093, USA
Creme Wealth - Plano Financial Planner
5550 Granite Pkwy Suite 270, Plano, TX 75024, USA
North Texas Wealth Management
790 S Watters Rd #100, Allen, TX 75013, USA
Edward Jones - Financial Advisor: Taylor D Brennan, CRPC™
1800 Preston Park Blvd Suite 125, Plano, TX 75093, USA
Beacon Pointe Advisors
5810 Tennyson Pkwy #525, Plano, TX 75024, USA
Pathways Retirement Advisors
3900 American Dr STE 204, Plano, TX 75075, USA
Edward Jones - Financial Advisor: Tenisha Blair, CFP®|CPWA®|AAMS®|CRPC™
7000 Preston Rd Suite 1000, Plano, TX 75024, USA
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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: May 17, 2026.
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