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Locally owned

Stansell Wealth Planning

financial advisors · Plano, TX
SWfinancial advisors

The short answer

Stansell Wealth Planning works in Plano, TX as a financial advisory practice and is independently owned.

Little Birdy lists 12 financial advisors in Plano, TX; 0 publish a customer rating.

Against that set, every one of them is locally owned.

They list planning, investments, and retirement.

Little Birdy confirmed 2 of 6 trust details. Not on file: a founding year, a stated license or insurance, a public customer rating, and a stated warranty or guarantee. Nobody paid to appear here.

How Stansell Wealth Planning compares locally

See how Stansell Wealth Planning compares with 11 nearby financial advisors — by ownership and track record.

What we could confirm

2 of 6 details
Ownership assessed
Years in business
License & insurance stated
Customer rating on file
Website listed
Warranty or guarantee mentioned
Little Birdy shows what it can confirm from public sources and the business’s own listing, and marks the rest as unknown. Nobody paid to appear here. Something wrong? Tell us →

About Stansell Wealth Planning

Stansell Wealth Planning handles planning, investments, and retirement as a financial advisory practice in Plano, TX.

Little Birdy found no national franchise or investment-firm parent, so it is recorded as locally owned. Little Birdy lists 12 financial advisors in Plano, TX in total, so there is a real local set to compare against.

Little Birdy could confirm 2 of 6 trust details for Stansell Wealth Planning. Still missing: a founding year, a stated license or insurance, a public customer rating, and a stated warranty or guarantee. That does not count against the business. It means the detail is not published anywhere we can read it, and the owner can add it at no cost.

Financial Advisors serving Plano, TX.
In Stansell Wealth Planning’s own words, from stansellwealth.com.

Reviews

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What Stansell Wealth Planning does

Planning

Goals, budgets, and strategy.

Investments

Portfolios and management.

Retirement

Long-term planning.
Taken from what Stansell Wealth Planning publishes about its own work.

Contact & location

Service areaPlano

12 local financial advisors in Plano, TX

BusinessOwnershipTierRating
Stansell Wealth Planning · this businessLocally ownedUnrated
Beacon Pointe AdvisorsLocally ownedUnrated
Creme Wealth - Plano Financial PlannerLocally ownedUnrated
Edward Jones - Financial Advisor: Jason L Bell, CFA®Locally ownedUnrated
Gordon Oak FinancialLocally ownedUnrated
Insight Wealth Partners, LLCLocally ownedUnrated
Interlinc Financial Advisors, Inc.Locally ownedUnrated
Nexus One Financial AdvisorsLocally ownedUnrated
On The Mark MoneyLocally ownedUnrated
Peak American FinancialLocally ownedUnrated
Planning by Design FinancialLocally ownedUnrated
SFMG Wealth AdvisorsLocally ownedUnrated
Compare all 12 financial advisors in Plano, TX

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Locally owned
Stansell Wealth Planning
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