The 10 Best Financial Advisors in Plano, TX

Creme Wealth - Plano Financial Planner also holds a 5-star rating, backed by 61 reviews. Clients commend their approachable style and ability to simplify complex financial topics. This firm is best for those looking for value-driven financial planning services. Still, their smaller team may limit availability during peak times. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is value-driven financial planning. It serves Plano, TX, with $100 to $250 per hour pricing, and the honest trade-offs are limited availability during peak times.

With a rating of 4.9 stars from 73 reviews, Peak American Investment Advisors is recognized for their expertise in investment strategies and retirement planning. Clients appreciate their proactive approach and commitment to client education. However, some note that their services may come at a higher cost than other local firms.

On The Mark Money has a solid rating of 4.8 stars from 48 reviews. Clients often praise their straightforward advice and dedication to helping individuals achieve financial goals. They excel in budgeting and debt management. However, their range of services may not cover more complex financial situations. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is budgeting and debt management. It serves Plano, TX, with $100 to $200 per hour pricing, and the honest trade-offs are limited services for complex situations.

Stansell Wealth Planning holds a 5-star rating with 24 reviews. Clients appreciate their personalized touch and attention to detail in financial planning. They are particularly noted for retirement strategies. However, with fewer reviews, their reputation is still building. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is retirement strategies. It serves Plano, TX, with $150 to $300 per hour pricing, and the honest trade-offs are fewer reviews, reputation still building.

Planning by Design Financial has a rating of 4.8 stars based on 19 reviews. Clients find their approach to be thorough and educational, making them ideal for those new to financial planning. Yet, their limited experience may not cater to clients with more advanced needs. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is newcomers to financial planning. It serves Plano, TX, with $100 to $250 per hour pricing, and the honest trade-offs are limited experience for advanced needs.

Interlinc Financial Advisors, Inc. has a 5-star rating from 10 reviews, emphasizing their strong client relationships and tailored investment strategies. They are best for individuals seeking a personal touch. However, their limited review count leaves some uncertainty about their long-term reliability. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is personalized investment strategies. It serves Plano, TX, with $150 to $300 per hour pricing, and the honest trade-offs are limited review count raises uncertainty.

Dallas Financial Planning holds a 5-star rating with 6 reviews. Clients appreciate their focused approach to financial education. They are especially good for those looking for help with basic financial literacy. However, the limited number of reviews makes it hard to gauge their overall effectiveness. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is basic financial literacy. It serves Plano, TX, with $100 to $200 per hour pricing, and the honest trade-offs are limited reviews hinder effectiveness assessment.