The Best Financial Advisors in Plano

Here is our List of the 10 Plano Financial Advisor
Bragg Comer Financial Advisors, LLC

Working with couples and individuals who are 2 to 3 years away from retirement to prepare them for the financial changes they need to consider, understand, plan and strategize for as they go from work into retirement.

Through years of personal and professional experiences, I have developed a specialty in and working with people transiting from work life to retirement. If you are planning or considering retirement few years, I am prepared to help you make the most of your retirement years.

Welcome! Bragg Comer is a Fee-Only financial planner and the CEO of Bragg Comer Financial Advisors, LLC. My focus is on financial planning and investment management, concentrating with couples or individual who are 2 to 3 years away from retirement.

  • Fee-Only:
    Compensated by you, the client, without earning a commission of any kind for product sales or referrals.
  • Fiduciary:
    Legally sworn and obligated to always place the interest of you, the client, ahead of my own.
  • Independent:
    Not affiliated with any brokerage firm, bank or insurance company.

 

4420 Waskom Drive Plano, TX 75024
DeRamus Wealth Management LLC.

At DeRamus Wealth Management, our Financial Advisors focus on creating a customized investment policy that addresses your particular situation or circumstance-not on fitting your financial goals into our box.

We know that each person and company has unique needs, and that the “one size fits all” approach used by many financial services firms may not work best for you.

DeRamus Wealth Management devises and implements an Investment Policy based on an independent, thorough financial analysis that includes all aspects of your current situation, taking into account both the certain and uncertain circumstances you may face in the future.

Services

  • Financial Planning
    We define and implement a tailored Investment Policy using various financial products and strategies to help pursue desired outcomes.
  • Investment Tax Planning
    By understanding the various Schedules, deductions, adjustments and credits on the tax return as well as three principal forms of income (earned, passive and portfolio), we may uncover ways to reduce a client’s income tax liability.
  • Special Situations Planning
    We have an acquired experience in the types of events that generally occur only once in a lifetime, such as the sale of a business or commercial property, divorce from a successful spouse, an inheritance, an insurance settlement, or a lottery win.
  • Retirement Planning
    Our core talent includes crafting personalized retirement plans using proprietary software (and our specialized processes) to help clients realize their unique vision of financial independence.
1400 Preston Road, Ste. 400 Plano, TX 75093
Domestique Capital LLC

We serve clients in Plano, Allen, Frisco, Richardson, Dallas, and throughout the United States. We help you discover what you want out of life and help you come up with a plan to achieve your goals and maximize your wealth.

Once the plan is created, we help you implement it and stay on track as your life changes. We help you outsource a lot of your financial life so you can spend time on the things that matter most to you.

We use an evidence-based approach to building portfolios that are primarily composed of low-cost index funds and do what we can to minimize clients’ tax liabilities.

Services

  • Estate Planning
    We continually review beneficiaries and tie up loose ends to make sure you pass your wealth in the simplest and most tax efficient manner.
  • Financial Planning
    It is very important to me that you know what to expect and how I am compensated. I will outline this clearly and make sure that I understand what scope of services you are looking for and how frequently you would like me to contact you.
  • Investment Management
    We follow an evidence-based approach to managing wealth. We primarily use low-cost exchange traded funds to build tax efficient portfolios.
  • Retirement Planning
    You have spent your lifetime accumulating wealth and have experience saving. Do you know when you have accumulated enough to be relatively certain you will not run out of money?
5809 Cardigan Dr., Plano, TX 75093
GB Financial Services LLC

Welcome to GB Financial Services, LLC, online. We are an independent, holistic wealth planning firm, building comprehensive financial plans to support the passions of our clients.

As independent financial planners with Commonwealth Financial Network®, we offer individualized services working only on your behalf. And, as a fee-based firm, our advice is impartial. If we help you increase your wealth by increasing your portfolio value, we succeed as well.

If you are a current client, you’ll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be more knowledgeable about your financial world.

If you’re not currently acquainted with our firm, we’ve established this website as a way for you to get acquainted with us. Life and wealth planning are not options—they are essentials to having the best probability of a rewarding future. Your future starts today!

Services

  • Accumulation planning: how to target asset growth
  • Estate planning: how to preserve your assets
  • Retirement planning: how to target distribution of your assets in a tax-advantaged way
  • Life planning: how to prepare yourself psychologically for managing your wealth
  • Education planning: how to plan for advanced education
  • Long-term care: how to talk about a crisis before it happens
7200 Dallas Parkway Ste. 2427 Plano, TX 75024
Insight Wealth Partners

Our mission is to help you design and implement a personal wealth strategy that allows you to focus on leading a purposeful, fulfilling life, while reducing risks that could adversely affect your financial security.

At IWP, we know that every client is unique and requires a customized approach to financial planning and wealth management. We also understand that all areas of a client’s financial life are highly integrated.

That’s why we use a thorough and disciplined approach, first to fully understand your goals and what really matters to you, and then to ensure that all areas of your financial life are aligned to realize those goals.

There are always multiple solutions… integrity in practice is finding and presenting the solution that is best for our clients, always. That’s what we do.

Each team member brings unique perspective, wisdom, and skills to our group for the purpose of driving client success.

Cutting edge portfolio management tools, multiple industry leading custodians, and top of the line web based financial planning software.

Services

  • COMPREHENSIVE FINANCIAL ADVICE
    Our comprehensive advice takes into consideration all areas of our clients’ financial life and includes frequent planning topics.
  • PROFESSIONAL ASSET MANAGEMENT
    With about half a billion in assets under management, we have the experience and skills needed to help protect and grow your wealth.
3333 Premier Drive, Suite 800 Plano, Texas 75023
Legacy Consulting Group

Financial Life Planning is one of the most important services that successful people use to create an extraordinary life. By broadening the conversation from asset management to life management, we can help you develop a plan to use your money to make a life rather than using your life to make money.

Legacy Consulting Group is a financial planning firm located in Plano, Texas. Founded in 1997 by Roger Shake and Steven Wachs. Our firm encompasses decades of experience, education and industry recognized professional designations.

Our customized financial plans are designed to open the door for our clients to enjoy the benefits of their wealth and success. We believe that choosing a financial advisor to create your legacy is one of the most meaningful decisions you can make, which is why our commitment spans generations of family advising.

Legacy Consulting Group ensures each investment action is methodical and strategic, while carefully balancing the worthwhile intentions behind building your wealth.

We are loyal and dedicated to our clients, which is why our highly-personalized service is offered to only a select group of clients.

  • BUILD YOUR STORY
    Each and every life experience is different. We’re here for you every step of the way.
  • CUSTOMIZED STRATEGY
    Together we will build a unique plan to put you on the path to financial independence.
  • ACCOUNTABILITY COACH
    Change is the essence of life. We’re here to support you at every turn.

 

5000 LEGACY DRIVE, SUITE 450 PLANO, TX 75024
Level Four Advisory Services

Level Four Advisory Services is an independent wealth management firm comprised of a team of specialists dedicated to steering you towards financial success.

We believe someone who needs financial advice does not need to purchase a product or transfer any assets. Providing objective advice is paramount for us to function as your investment fiduciary.

Today’s market complexity and volatility demand specialized attention and a holistic approach to wealth management. Our team approach to financial advice helps ensure that you receive truly comprehensive advice and solutions for your unique objectives.

It’s your future. It should be focused on you and your agenda. That’s why we don’t work on commission or focus on asset gathering, so you can be confident that your goals are our only priorities – not selling products.

Our fee only engagements are mutually determined by you and your advisor and is fully customizable. Our flexible fee structure allows you to pay only for advice you find valuable and tailored to your needs.

To optimize your financial strength, we adhere to the Four Levels of Client Service. We will work with you to ORGANIZE your financial world, CREATE scenarios for pursing your goals, PLAN for unpredictable events, and COMMUNICATE through proactive service.

Services

  • Financial Planning
  • Asset Management
  • Risk Management
  • Business Services
  • Corporate Retirement Plans
  • Sports & Entertainment
12400 Coit Road Suite 700, Dallas, TX 75251
Lifeway Financial Corporation

In a world of overwhelming information, where the personal application of knowledge and wisdom are lost, the objective advice of experienced and supportive people makes all the difference.

Meaningful change occurs when goals and interests are clear and the commitment to action is strong. By creating a safe environment where clients can learn, think, evaluate, process, and commit to action, we make a difference.

We provide financial planning and investment management services to individuals and family groups on a personal, fee-only basis. Preparing now is the first step to financial freedom.
Speak with us today to plan for tomorrow.

Services

  • Retirement
    Steps to consider so you can potentially accumulate the money you’ll need to pursue the retirement activities you want.
  • Investment
    Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
  • Insurance
    A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
  • Estate
    A finely crafted estate plan can provide peace of mind that your distribution desires will be met.
7160 Dallas Parkway Suite 520 Plano, TX 75024
Odyssey Wealth Management, LLC

Odyssey Wealth is a financial planning and investment firm guiding clientele to articulate, plan, prioritize and achieve their financial goals. Odyssey Wealth clients seek a better wealth management experience, greater stability, peace of mind and protection for what they already have.

Diversify personal investments away from professional portfolio risk factors. Manage capital call and distribution programs, capital call loans and management fee offset exposures. Offset capital gains from concentrated positions.

Implement advanced estate planning strategies to account for tax regimes and timing of carried interest realizations. Protect assets and manage potential liabilities.

Brent founded the firm with the goal of providing a total solution to his clients’ financial needs. He believes that clients have enough issues pulling at them in their day to day lives therefore he set out to provide a group of services to manage all aspects of his clients’ financial lives so they could spend their time enjoying the things most important to them in life.

Services

  • Investment Management
  • Financial Management
  • Wealth Planning

 

2500 N Dallas Parkway, Ste 496, Plano, TX 75093
Pearl Financial Planning LLC

The best solution is a fiduciary works for you and only you. As fiduciaries, we do not make a commission by selling a financial product to you. Our standard of care is your best interest. We are your advisor through thick and thin.

Second best is a broker who makes money from selling products. The salesman will call himself your ‘financial advisor’ until things go sideways and then claim the lower standard of ‘suitability’, as in “this was a suitable product to sell to a person like you and who knew it would go badly?” After all, they are not financial advisors, just salesmen and generally nice guys, too.

Why settle for second best?

  • We are fee-only fiduciary advisors and members of the Fee-Only Network.
  • We are CERTIFIED FINANCIAL PLANNER TM practitioners.
  • We are NAPFA-Registered Financial Advisors who require a fiduciary oath to put clients’ interests above all others in order to qualify for NAPFA membership.
  • We are a full service planning firm dedicated to serving your best interest.
  • Stowe Financial Planning, LLC is a Registered Investment Advisory.
1316 Village Creek Suite #700 Plano

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria