Financial advisors in Plano, TX
Every financial advisor Little Birdy tracks in Plano, TX, with who owns them shown up front. Free to use, and nobody can pay for a higher spot.
The short answer
Little Birdy lists 12 financial advisors in Plano, TX.
All 12 are locally owned, with no national franchise or investment-firm parent found.
None of the 12 publish a customer rating we can read, so this list is ordered by what each business does disclose rather than by stars.
The work most of them list: planning, investments, retirement, and financial planning.
Nobody paid to appear on this page and nobody can buy a higher position on it.
Plano, TX at a glance
All 12 financial advisors in Plano, TX
| Business | Ownership | Track record | Rating |
|---|---|---|---|
| Beacon Pointe Advisors Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Creme Wealth - Plano Financial Planner Financial planning · Investment management | Locally owned | —Unrated | — |
| Edward Jones - Financial Advisor: Jason L Bell, CFA® Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Gordon Oak Financial Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Insight Wealth Partners, LLC Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Interlinc Financial Advisors, Inc. Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Nexus One Financial Advisors Planning · Investments · Retirement | Locally owned | —Unrated | — |
| On The Mark Money Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Peak American Financial Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Planning by Design Financial Planning · Investments · Retirement | Locally owned | —Unrated | — |
| SFMG Wealth Advisors Planning · Investments · Retirement | Locally owned | —Unrated | — |
| Stansell Wealth Planning Planning · Investments · Retirement | Locally owned | —Unrated | — |
What financial advisors in Plano, TX handle
Planning
Investments
Retirement
Financial planning
Investment management
How this list is ordered
Position is computed from what each business publishes: its customer rating, how many reviews stand behind it, and its public web presence. Ratings are repeated as the business publishes them on its own site. Little Birdy does not collect, buy, or estimate ratings of its own.
Ownership is assessed from public records and the business’s own description. Where no national franchise or investment-firm parent turns up, the business is recorded as locally owned. A blank in any column means the detail is not published anywhere we can read it, not that the answer is bad.
No business paid to be on this page, and no business can pay to move up it.
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