Top 10 financial advisors in Plano, TX
We've curated a list of the best financial advisors in Plano, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $192,398,103,714 Number of advisors 3349 advisors | |||
| 2 | Assets under management $1,721,257,557 Number of advisors 36 advisors | |||
| 3 | Assets under management $1,037,600,000 Number of advisors 18 advisors | |||
| 4 | Assets under management $686,998,579 Number of advisors 10 advisors | |||
| 5 | Assets under management $686,523,102 Number of advisors 13 advisors | |||
| 6 | Assets under management $608,946,247 Number of advisors 14 advisors | |||
| 7 | Assets under management $451,116,226 Number of advisors 7 advisors | |||
| 8 | Assets under management $319,593,000 Number of advisors 37 advisors | |||
| 9 | Assets under management $262,553,513 Number of advisors 5 advisors | |||
| 10 | Assets under management $257,277,288 Number of advisors 4 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Plano, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Fisher Investments
Fisher Investments is a privately held limited liability company founded in 1979, registered with the SEC as an investment adviser. The firm specializes in managing assets for a global client base, including institutional clients, retirement plans, foundations, and high-net-worth individuals. Fisher Investments offers a wide range of equity and fixed income strategies, managed by the Investment Policy Committee. The firm emphasizes a culture of ethics, transparency, and fiduciary duty to prioritize client interests. For Institutional Group clients, Fisher Investments provides discretionary management services with various strategies, including Global Equity, Emerging Markets Equity, and US Total Return. The firm's fee structure varies by strategy, with management fees ranging from 0.34% to 1.60% annually based on the type of investment. Fisher Investments manages over $192 billion in discretionary client assets as of March 31, 2023. Clients have the option to grant Fisher Investments discretionary authority for trading, allowing the firm to make investment decisions on their behalf. The firm also has a Code of Ethics in place to prevent conflicts of interest and ensure fair treatment of clients. Fisher Investments engages in periodic reviews of client accounts and provides regular reports to keep clients informed about their investments. The firm also offers proxy voting services and fair valuation practices for illiquid securities.
$192,398,103,714 under management
3349 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Portfolio Assessment
Sfmg Wealth Advisors
SFMG Wealth Advisors is a registered investment advisor based in Plano, TX, with a branch office in Dallas. Established in 1992, the firm is owned by a team of managing directors and equity stakeholders. SFMG specializes in providing unbiased wealth management services for individuals and families, focusing on financial planning and investment management. As fiduciaries, they prioritize clients' best interests, offering custom services tailored to meet individual needs. Clients have discretion over implementation decisions and can accept or reject recommendations. The firm charges an annual wealth management fee based on a tiered structure depending on assets under management. SFMG manages approximately $2.06 billion in client assets, with a mix of discretionary and non-discretionary accounts. The firm does not charge performance-based fees or engage in side-by-side management. SFMG's investment strategies include a mix of traditional and alternative investments, with a focus on risk management and long-term goals. Clients are encouraged to review their portfolios quarterly and meet with advisors annually to ensure alignment with financial objectives. SFMG does not vote on client securities and does not have custody of client funds beyond fee deduction authorization. The firm has no disciplinary history and maintains a strong financial position to continue providing services.
$1,721,257,557 under management
36 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Astra Wealth Management Group
Astra Wealth Management Group, operating as Tyche Wealth Partners LLC, is a financial advisory firm based in Plano, TX, established in 2018. The firm specializes in providing a range of investment advisory services to individuals and various client types. Astra Wealth Management Group is owned equally by seven partners and acts as a fiduciary, always prioritizing clients' best interests. The firm offers asset management services, creating tailored portfolios consisting of various securities, continuously monitoring and rebalancing them. Additionally, they provide comprehensive portfolio management services, combining asset management with financial planning or consulting. The firm also offers financial planning and consulting services covering various aspects such as investment, retirement, estate, and tax planning. Astra Wealth Management Group manages over $1 billion in regulatory assets under management on a discretionary basis. Clients are required to have a minimum account balance of $100,000 for asset management services. The firm charges fees based on a percentage of assets under management, with maximum annual fees not exceeding 1.50%. Astra Wealth Management Group does not charge performance-based fees and does not participate in wrap fee programs. The firm follows a structured investment strategy that includes asset allocation, fixed income investments, long-term purchases, margin transactions, options, and structured products. The firm conducts regular reviews of client accounts and financial plans, providing updates and reports as requested by clients. Astra Wealth Management Group does not accept proxy authority to vote client securities and does not provide financial information in the brochure. The firm maintains a high ethical standard, ensuring compliance with all federal and state securities laws.
$1,037,600,000 under management
18 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Assetbuilder, Inc.
**AssetBuilder, Inc. Summary:** Established in 2006, AssetBuilder, Inc. is a registered investment and asset management advisory service based in Plano, Texas. The firm specializes in offering risk-managed portfolios comprised of mutual funds, ETFs, and cash investments. AssetBuilder's investment strategy is influenced by Modern Portfolio Theory, focusing on asset allocation to balance risk and reward. The firm employs a "buy and hold" approach, discouraging market timing. AssetBuilder is a fee-only registered investment advisory firm, not accepting commissions or finder's fees. Clients have control over investment decisions and may engage other professionals as needed. The minimum account size for new clients is $350,000, with exceptions for certain cases. The firm's services include investment management and financial planning, with fees based on assets under management or fixed/hourly rates. AssetBuilder uses Charles Schwab as the qualified custodian and Dimensional Fund Advisors for investment products. The firm has a Business Continuity Plan in place for disaster recovery. Advisors at AssetBuilder are experienced and hold professional designations. The firm's Code of Ethics ensures client interests are prioritized, and clients receive regular performance reports and account reviews. For more information, visit www.assetbuilder.com or contact [email protected].
$686,998,579 under management
10 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Insight Wealth Partners
Insight Wealth Partners, LLC is an independent, fee-only investment advisory firm established in 2010, specializing in asset management, financial planning, and pension consulting. The firm manages over $1 billion in assets on a discretionary basis and offers personalized financial planning services covering various areas such as investment, retirement, estate, tax, and insurance planning. Clients can expect tailored investment strategies, including Traditional Portfolio Management and Synthetic Equity Portfolio Management, with fees based on a percentage of assets under management. The firm may recommend insurance and annuity products if suitable for the client's circumstances, with associated commissions. Insight Wealth Partners, LLC acts as a fiduciary, putting clients' interests first, and does not charge performance fees. Clients have investment discretion for Portfolio Management services, and the firm does not accept proxy authority to vote client securities. The firm provides transparency on compensation, custody practices, and potential conflicts of interest, ensuring clients receive comprehensive financial services aligned with their goals. For more information, visit www.insightwp.com.
$686,523,102 under management
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Wealthstar Advisors, LLC
Wealthstar Advisors, LLC is a financial advisory firm based in Plano, Texas. It currently has approximately $608,946,247 of assets under management and employs about 14 people. Wealthstar Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$608,946,247 under management
14 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
The Watchman Group, Inc.
The Watchman Group, Inc. is an independent, fee-only SEC Registered Investment Advisor established in Texas in 2004. They offer wealth management, financial planning, consulting, and investment management services to various clients. The firm specializes in designing and managing custom portfolios tailored to individual needs on a fee-only basis. TWG serves as a fiduciary, managing portfolios on a discretionary basis based on agreed-upon strategies. They may recommend rolling over retirement plan accounts into managed accounts, acting as investment fiduciaries under ERISA. Financial planning services are offered on a fee-only basis, covering areas like retirement, tax, estate planning, and risk management. TWG generally imposes a $2 million minimum for new accounts and charges an annual fee based on a percentage of assets under management, varying between 0.25% and 1.25%. They do not accept custody of client securities and do not participate in wrap fee programs. The firm uses various methods of analysis, including fundamental, technical, cyclical, quantitative, and qualitative analysis, along with asset allocation strategies. TWG does not accept performance-based fees and provides investment advice on a range of securities. They have a Code of Ethics, disclose no disciplinary actions, and do not compensate for client referrals. Clients receive regular account reviews and reports, and TWG may vote proxies on behalf of clients. The firm has no financial commitments impairing its ability to meet obligations.
$451,116,226 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Moss, Luse & Womble, LLC
Moss, Luse & Womble, LLC is a registered investment advisor firm established with the U.S. Securities and Exchange Commission since April 10, 2019. The firm specializes in providing fee-based portfolio management services, financial planning services, and pension consulting services. They practice custom management of portfolios on a discretionary basis, primarily using a tactical allocation strategy to reduce risk and increase performance. The firm recommends investments in exchange traded funds and mutual funds, selecting them based on various criteria. Moss, Luse & Womble manages $595,179,000 in discretionary client assets under management as of December 31, 2024. For asset management services, clients pay an annual advisory fee of up to 0.45% of assets managed, payable quarterly. The firm also offers fixed fees for ongoing financial planning monitoring services and pension consulting services. Moss, Luse & Womble does not charge performance-based fees and serves various types of clients without minimum requirements for opening or maintaining an account. The firm utilizes fundamental analysis and has developed eight proprietary investment models tailored to different risk profiles, from Capital Preservation to Ultra Aggressive. Clients have the option to place restrictions on their investments or opt for a customized portfolio. Moss, Luse & Womble does not have custody of client funds and generally exercises investment discretion over client accounts with full disclosure and client agreement. The firm does not vote proxies for client securities.
$319,593,000 under management
37 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Lifeway Financial Corporation
Lifeway Financial Corporation, a registered investment advisor founded in October 1999 and based in Plano, Texas, offers personalized financial planning and investment management services. The firm's services include financial planning with elements such as financial goals, tax reports, and investment strategy, as well as investment management across various asset classes. Clients can impose reasonable restrictions on account management, and the firm had $338,870,998 in assets under management as of 12/31/2024. Lifeway charges a flat fee for initial financial plans and an annual fee for ongoing planning services. Investment management fees are based on a percentage of assets under management, typically 1.00% or less annually. The firm does not charge performance-based fees and provides services to individuals and high net worth individuals. Lifeway's investment strategy focuses on asset allocation and diversification to balance risk and return based on client goals. The firm does not vote on client securities and does not accept proxy voting authority. Clients have investment discretion, allowing the firm to manage accounts without prior client consultation. The firm does not have any financial commitments that could impair its ability to meet fiduciary obligations. For more information, visit www.lifewayfinancial.com or contact 972-378-3677.
$262,553,513 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Legacy Consulting Group
Legacy Consulting Group, established in 2000 and based in Plano, TX, is a registered investment adviser specializing in portfolio management, financial life planning, and consulting services. The firm manages approximately $343.9 million in discretionary assets and $12.5 million in non-discretionary assets. Clients can opt for either discretionary or non-discretionary portfolio management services, with a fee schedule based on account balances. The firm offers financial life planning services to help clients achieve their life goals and objectives, with fees varying based on the planning stage. Additionally, Legacy Consulting Group may assist clients with special projects such as estate settlement or retirement plan setup. The firm's investment strategies are rooted in rigorous analysis, combining quantitative and qualitative research to optimize longer-term outcomes. Clients' portfolios are tailored based on risk tolerance, investment objectives, and time horizon, with a focus on diversification and risk management. Legacy Consulting Group acts as a fiduciary, putting clients' interests first and disclosing any potential conflicts of interest, such as economic benefits received from third parties. Clients have the option to direct brokerage, with trade aggregation and best execution practices in place. The firm does not charge performance-based fees or provide side-by-side management services. Legacy Consulting Group does not vote client securities and does not require prepayment exceeding $1,200 per client.
$257,277,288 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Plano, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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