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Same-Day Financial Advisors in Plano, TX
Can't wait a week? These financial advisors in Plano offer same-day or next-day appointments. Call now to check availability.
As of July 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 4.7 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Stansell Wealth Planning
Stansell Wealth Planning stands out for its comprehensive, client-focused approach and strong local reputation among top-ranked advisors in Plano.
Most Reviewed
Edward Jones - Financial Advisor: Taylor D Brennan, CRPC™
A high review count indicates broad client experience and trust, which can help you gauge service consistency and satisfaction.
When choosing a financial advisor in Plano, consider both the advisor's credentials and the number of reviews to balance expertise with proven client satisfaction. Always verify that the advisor's services align with your specific financial goals.
Local Market Snapshot
18
Businesses listed
4.7★
Avg rating
30
Avg reviews
Jul 4, 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 | Transamerica Financial Advisors3242 Preston Rd #100, Plano, TX 75093, USA | 1.0★ | 2 |
| #5 | Stansell Wealth Planning5550 Granite Pkwy Suite 270, Plano, TX 75024, USA | 5.0★ | 23 |
| #6 | North Texas Wealth Management790 S Watters Rd #100, Allen, TX 75013, USA | 5.0★ | 47 |
| #7 | Planning by Design Financial101 E Park Blvd #202, Plano, TX 75074, USA | 4.8★ | 19 |
| #8 | Interlinc Financial Advisors, Inc.5068 W Plano Pkwy Suite 385, Plano, TX 75093, USA | 5.0★ | 10 |
| #9 | Edward Jones - Financial Advisor: Tenisha Blair, CFP®|CPWA®|AAMS®|CRPC™7000 Preston Rd Suite 1000, Plano, TX 75024, USA | 5.0★ | 1 |
| #10 | Peak American Financial2400 Dallas Pkwy #100, Plano, TX 75093, USA | 4.9★ | 63 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Plano
Rated 1 out of 5 stars based on 2 Google reviews.
3242 Preston Rd #100, Plano, TX 75093, USA
Rated 5.0 stars from 23 reviews, this Plano financial advisor is highly trusted.
5550 Granite Pkwy Suite 270, Plano, TX 75024, USA
Trusted by clients with a flawless 5.0-star rating from 47 reviews.
790 S Watters Rd #100, Allen, TX 75013, USA
Trusted by clients with a 4.8-star rating from dozens of reviews.
101 E Park Blvd #202, Plano, TX 75074, USA
Top-rated Plano financial advisor with a perfect 5.0 score from 10 reviews.
5068 W Plano Pkwy Suite 385, Plano, TX 75093, USA
Rated 5.0 stars based on a small number of Google reviews.
7000 Preston Rd Suite 1000, Plano, TX 75024, USA
Trusted by 63 clients with an exceptional 4.9-star rating in Plano.
2400 Dallas Pkwy #100, Plano, TX 75093, USA
Rated 5.0 stars from ten reviews in Plano, TX.
5810 Tennyson Pkwy #525, Plano, TX 75024, USA
Rated 5.0 stars from 3 Google reviews, this Plano financial advisor is highly recommended.
3960 Dallas Pkwy #400, Plano, TX 75093, USA
Consistently earns a perfect 5.0-star rating from 10 Google reviews in Plano.
17766 Preston Rd, Dallas, TX 75252, USA
Holds an exceptional 5.0-star rating across a handful of Google reviews.
3900 American Dr STE 204, Plano, TX 75075, USA
Trusted by clients, this Plano financial advisor holds a stellar 4.8-star rating from 48 reviews.
5465 Legacy Dr #650, Plano, TX 75024, USA
Top-rated Plano financial advisor with a perfect 5.0-star rating from 74 reviews.
333 E Bethany Dr Ste I120, Allen, TX 75002, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
1800 Preston Park Blvd Suite 125, Plano, TX 75093, USA
5.0 stars from 58 reviews, reflecting consistently exceptional client satisfaction in Plano.
5550 Granite Pkwy Suite 270, Plano, TX 75024, 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 | Transamerica Financial Advisors | 20/100 | 1.0 ★ | 2 |
| 5 | Stansell Wealth Planning | 87/100 | 5.0 ★ | 23 |
| 6 | North Texas Wealth Management | 79/100 | 5.0 ★ | 47 |
| 7 | Planning by Design Financial | 83/100 | 4.8 ★ | 19 |
| 8 | Interlinc Financial Advisors, Inc. | 83/100 | 5.0 ★ | 10 |
| 9 | Edward Jones - Financial Advisor: Tenisha Blair, CFP®|CPWA®|AAMS®|CRPC™ | 65/100 | 5.0 ★ | 1 |
| 10 | Peak American Financial | 79/100 | 4.9 ★ | 63 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 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: July 4, 2026.
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