FISHER INVESTMENTS
Plano, TX
AUM
$386.67B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1948 advisors
Clients
More than 500
Fees
Percentage of AUM; Performance-based fees
800-851-8845
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX, PLANO
42 advisers found
RETIREMENT PLANNERS OF AMERICA
Plano, TX
AUM
$3.59B
Financial PlanningWealth MgmtTrusts & Estates
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM
469-246-3600
SFMG WEALTH ADVISORS
Plano, TX
AUM
$2.96B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
972-960-6460
ASTRA WEALTH MANAGEMENT GROUP
Plano, TX
AUM
$1.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
972-327-8820
PARKWAY WEALTH MANAGEMENT GROUP, LLC
Plano, TX
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
972-502-9340
INSIGHT WEALTH PARTNERS
Plano, TX
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
972-543-4800
MOSS, LUSE & WOMBLE, LLC
Plano, TX
AUM
$803.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
972-674-2584
WEALTHSTAR ADVISORS, LLC
Plano, TX
AUM
$723.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
972-372-2935
TYME ADVISORS
Plano, TX
AUM
$678.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
469-480-7904
THE WATCHMAN GROUP, INC.
Plano, TX
AUM
$639.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
469-241-0122
NEXUS ONE FINANCIAL ADVISORS LLC
Plano, TX
AUM
$552.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(214) 800-4442
TFR CAPITAL
Plano, TX
AUM
$403.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-765-0397
LEGACY CONSULTING GROUP
Plano, TX
AUM
$378.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
972-599-4750
LIFEWAY FINANCIAL CORPORATION
Plano, TX
AUM
$358.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
972-378-3677
NFWM
Plano, TX
AUM
$311.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(214) 379-3333
SCHLEGEL DUNN LLC
Plano, TX
AUM
$279.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(972) 327-3607
SK ADVISOR NETWORK, LLC
Plano, TX
AUM
$271.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(214) 851-8564
TEVIS INVESTMENT MANAGEMENT, LLC
Plano, TX
AUM
$234.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
(972) 971-2169
VANN EQUITY MANAGEMENT LLC
Plano, TX
AUM
$231.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-983-0346
STRATEGIC FINANCIAL PLANNING, INC.
Plano, TX
AUM
$220.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-403-1234
FULCRUM WEALTH MANAGEMENT
Plano, TX
AUM
$192.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-304-6942
SPECTRUM ADVISORS, INC.
Plano, TX
AUM
$160.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-931-3700
PMG FAMILY OFFICE, LLC
Plano, TX
AUM
$144.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-550-8790
EUBANK, HUTSON & ASSOCIATES, LLC
Plano, TX
AUM
$137.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
972-473-2244
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