texas Date: 09-25-2025

Top 15 Financial Advisors in Plano, TX

Financial AdvisorAddress
1♠ Creme Wealth - Plano Financial Planner5550 Granite Pkwy Suite 270, Plano, TX 75024
2♠ Edward Jones - Financial Advisor: Paul Fahrenwald, CFP®2805 Dallas Pkwy Ste 325, Plano, TX 75093
3♠ Peak American Financial Group2400 Dallas Pkwy #100, Plano, TX 75093
4♠ Gordon Oak Financial6010 Spring Creek Pkwy, Plano, TX 75024
5♠ Interlinc Financial Advisors, Inc.5068 W Plano Pkwy Suite 385, Plano, TX 75093
6♠ Chartered Financial Strategies LLC4686 McDermott Rd Suite 206, Plano, TX 75024
7♠ Azimont Group - Ameriprise Financial Services, LLC6860 Dallas Pkwy # 550, Plano, TX 75024
8♠ Cure Financial1255 W 15th St #250, Plano, TX 75075
9♠ World Financial Group730 E Park Blvd Suite 104, Plano, TX 75074
10♠ Libertas Financial Partners LLC - Plano101 E Park Blvd Suite 111, Plano, TX 75074
11♠ Fisher Investments6500 International Pkwy, Plano, TX 75093
12♠ Aaron Hunter - Associate Manager ACD, Ameriprise Financial Services, LLC6860 Dallas Pkwy #500, Plano, TX 75024
13♠ Morgan Stanley Financial Advisors7500 Dallas Pkwy # 500, Plano, TX 75024
14♠ Wealthstar Advisors305 Spring Creek Pkwy, Plano, TX 75023
15♠ Dallas Financial Wholesalers7512 San Jacinto Pl #100, Plano, TX 75024

1.Creme Wealth - Plano Financial Planner

Address: 5550 Granite Pkwy Suite 270, Plano, TX 75024

(9) user ratings total:

Daryl Mensik The Creme Wealth Team has been taking care of my family and all of our financial planning needs for years. They also help with our companys 401K and all our employees retirement account needs. They have been willing to work with and coordinate with our Accountant, Estate Planning Attorneys, and 401K Compliance Administrators in the past to assure a seamless, white-glove service experience. Usually we all we have to do is sign a few DocuSigns and they do the rest. Weve been very blessed to have them on our team and look forward to working with them for many years to come. HIGHLY RECOMMENDED!!
5 /5

2.Edward Jones - Financial Advisor: Paul Fahrenwald, CFP®

Address: 2805 Dallas Pkwy Ste 325, Plano, TX 75093

(6) user ratings total:

Lee Montville Has wonderful nice friendly atmosphere and the guy is extremely helpful
5 /5

3.Peak American Financial Group

Address: 2400 Dallas Pkwy #100, Plano, TX 75093

(52) user ratings total:

Nathan Duncan Crystal is great at what she does. I had the opportunity to get a few questioned answered and some sound feedback provided. She was patient, understanding and more than willing to answer any and all of my questions. Peak American Financial Group, you have a good one on your hands. Thank again Crystal!
5 /5

4.Gordon Oak Financial

Address: 6010 Spring Creek Pkwy, Plano, TX 75024

(51) user ratings total:

Morgan Bell Jeff was great to work with! I had a very slim understanding of credit cards, High Yield Savings, Roth IRA and he did an amazing job explaining what course of action would be best for me. Highly recommend Jeff!
5 /5

5.Interlinc Financial Advisors, Inc.

Address: 5068 W Plano Pkwy Suite 385, Plano, TX 75093

images Interlinc Financial Advisors, Inc.

(5) user ratings total:

Gary Northcutt Great insights even in troubling times. Steve and his crew take care of any anxiety that I have about the market. If you want someone else to worry about and properly manage your money, THIS IS THE PLACE!!
5 /5

6.Chartered Financial Strategies LLC

Address: 4686 McDermott Rd Suite 206, Plano, TX 75024

(5) user ratings total:

Marcus Kyle Great customer service and individual client focus. I really enjoyed my time there.
5 /5

7.Azimont Group - Ameriprise Financial Services, LLC

Address: 6860 Dallas Pkwy # 550, Plano, TX 75024

(5) user ratings total:

Adam Head Working with Chris and his team has always been such a pleasure. We’ve worked together for well over 10 years with nothing but a positive experience. I think my average response time from his team to any inquiry is less than 1 hour if not better. They’ve even helped us by introducing an amazing CPA to manage my wife’s business complexities. I can’t help but recommend Chris for any investment or financial guidance.
5 /5

8.Cure Financial

Address: 1255 W 15th St #250, Plano, TX 75075

(4) user ratings total:

Gary Stewart Financial planning and life insurance updates. Fantastic crew, always concerned about me and my families Financial needs. Great family run financial institution.
5 /5

9.World Financial Group

Address: 730 E Park Blvd Suite 104, Plano, TX 75074

(4) user ratings total:

Bell Sonya (Commercial Broker) Great financial and insurance company.
5 /5

10.Libertas Financial Partners LLC - Plano

Address: 101 E Park Blvd Suite 111, Plano, TX 75074

(4) user ratings total:

Remona Wing I received this beautiful live Christmas wreath from my friends at Libertas. Thanks to all of you and Merry Christmas!
5 /5

11.Fisher Investments

Address: 6500 International Pkwy, Plano, TX 75093

(30) user ratings total:

Larry Hicok I have been with Fisher for 15 years. They have provided great returns. Right now I think they are overly optimistic on the Trump debacle.
5 /5

12.Aaron Hunter - Associate Manager ACD, Ameriprise Financial Services, LLC

Address: 6860 Dallas Pkwy #500, Plano, TX 75024

(3) user ratings total:

Shannon W I highly recommend Aaron & his team!! They will take great care of you. Aaron is a genuine and knowledgeable person who will take the time to get to know you/your family and your specific needs.
5 /5

13.Morgan Stanley Financial Advisors

Address: 7500 Dallas Pkwy # 500, Plano, TX 75024

(3) user ratings total:

sami hanna Eric Mathews wonderful he very professional customer service wonderful really appreciate give trust. Thanks
5 /5

14.Wealthstar Advisors

Address: 305 Spring Creek Pkwy, Plano, TX 75023

(3) user ratings total:

Shawn Courtright Rate of return has exceeded expectations!
5 /5

15.Dallas Financial Wholesalers

Address: 7512 San Jacinto Pl #100, Plano, TX 75024

(3) user ratings total:

Douglas Ragan Spam calls are illegal
1 /5