Best Financial Advisors in Plano

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
270+
Advisors
4.8/5.0
Average Rating

Plano Financial Landscape

With a population of 274,409, Plano is part of the Dallas-Fort Worth metroplex, a major economic hub. The city boasts a diverse economy with strong sectors in technology, finance, and healthcare.

Major industries
Technology, Finance, Healthcare
Population
1.3M (metro: 7.8M)
Median household income
$96,000
Unique needs
Plano requires tailored financial planning due to its tech-driven economy and high real estate prices.
Market Insights
Economic Growth
According to BEA (2023), Plano's GDP growth outpaces national averages, driven by tech and service sectors.
Wealth Demographics
According to Census (2023), the median income in Plano is $96,000, reflecting its affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in Plano increasingly specialize in tech and real estate investments.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Plano is rising, particularly in housing and utilities.
Real Estate Market
According to Zillow (2024), the Plano real estate market is competitive, with home prices increasing by 10% year-over-year.
Business Environment
According to Fortune (2024), Plano's business climate is favorable, attracting startups and established firms alike.

Top 5 Financial Advisors in Plano

Creme Wealth - Plano Financial Planner
★ ★ ★ ★ ★ 5
Gordon Oak Financial
★ ★ ★ ★ ★ 5
North Texas Wealth Management
★ ★ ★ ★ ★ 5
Insight Wealth Partners, LLC
★ ★ ★ ★ ★ 5
SFMG Wealth Advisors
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Plano, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Plano-Specific Expertise
For Plano residents working in Technology, Finance, Healthcare, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Plano's tech focus poses risks if diversification isn't prioritized. Rapid housing price increases raise bubble concerns, while tornadoes and flooding are natural threats.

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