Fiduciary advisors in Plano, TX

37 registered advisers

37 SEC-registered fiduciary advisory firms operate in Plano, Texas. 35 of those firms -- 95% -- operate on a fee-only basis, accepting no commissions.

ASSETBUILDER, INC.

Fee-Only, No ConflictsClean Record
Plano, TexasCRD #142665
Typical Fee--
AUM$724M
Minimum--
Clients1,671

ASTRA WEALTH MANAGEMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #326006
Typical Fee--
AUM$1.6B
Minimum--
Clients2,843

BBAE ADVISORS LLC

Clean RecordAlso Compensated via Brokerage
Plano, TexasCRD #269900
Typical Fee--
AUM$805K
Minimum--
Clients95

CATALYST STRATEGIC SOLUTIONS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #44970
Typical Fee--
AUM$49.2B
Minimum--
Clients80

CMG WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #307513
Typical Fee--
AUM$379M
Minimum--
Clients674

CRESCENT ADVISOR GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #115974
Typical Fee--
AUM$344M
Minimum--
Clients510

EUBANK, HUTSON & ASSOCIATES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #226519
Typical Fee--
AUM$138M
Minimum--
Clients560

FISHER INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #107342
Typical Fee--
AUM$386.7B
Minimum--
Clients422,516

FISHER\SMB

Fee-Only, No ConflictsClean Record
Plano, TexasCRD #331205
Typical Fee0.50%
AUM$5.5B
Minimum--
Clients1,768

FULCRUM WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #159099
Typical Fee--
AUM$193M
Minimum--
Clients741

GURUFOCUS INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #316414
Typical Fee--
AUM$36M
Minimum--
Clients1

INSIGHT WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #153635
Typical Fee--
AUM$970M
Minimum--
Clients3,062

LAKE WHILLANS CAPITAL PARTNERS LLC

Fee-Only, No ConflictsClean Record
Plano, TexasCRD #287835
Typical Fee--
AUM$246M
Minimum--
Clients4

LEGACY CONSULTING GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #108541
Typical Fee--
AUM$356M
Minimum--
Clients513

LIFEWAY FINANCIAL CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #114276
Typical Fee--
AUM$339M
Minimum--
Clients476

MOSS, LUSE & WOMBLE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #152841
Typical Fee--
AUM$595M
Minimum--
Clients2,951

NEXUS ONE FINANCIAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #336809
Typical Fee--
AUM$552M
Minimum--
Clients1,661

NFWM

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #317406
Typical Fee--
AUM$149M
Minimum--
Clients279

PARKWAY WEALTH MANAGEMENT GROUP, LLC

Clean RecordAlso Compensated via Brokerage
Plano, TexasCRD #333971
Typical Fee--
AUM$1.1B
Minimum--
Clients3,331

PEAK AMERICAN INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #145056
Typical Fee--
AUM$126M
Minimum--
Clients614

PMG FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #312154
Typical Fee--
AUM$144M
Minimum--
Clients296

PROVIDENT FINANCIAL PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #291830
Typical Fee--
AUM$155M
Minimum--
Clients319

RETIREMENT PLANNERS OF AMERICA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #157222
Typical Fee--
AUM$4.0B
Minimum--
Clients15,760

SCHLEGEL DUNN LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #337990
Typical Fee--
AUM$279M
Minimum--
Clients535

SFMG WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #107548
Typical Fee--
AUM$2.5B
Minimum--
Clients3,983

SK ADVISOR NETWORK, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #317533
Typical Fee--
AUM$165M
Minimum--
Clients364

SPECTRUM ADVISORS, INC.

Fee-OnlyAlso Compensated via Product Sales
Plano, TexasCRD #114805
Typical Fee--
AUM$149M
Minimum--
Clients870

STRATEGIC FINANCIAL PLANNING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #118450
Typical Fee--
AUM$191M
Minimum--
Clients553

TEVIS INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #167750
Typical Fee--
AUM$206M
Minimum--
Clients509

TFR CAPITAL

Fee-OnlyAlso Compensated via Product Sales
Plano, TexasCRD #333108
Typical Fee--
AUM$328M
Minimum--
Clients644

THE WATCHMAN GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #133690
Typical Fee--
AUM$576M
Minimum--
Clients958

TYME ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #285212
Typical Fee--
AUM$611M
Minimum--
Clients463

URBAN FUND MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Plano, TexasCRD #167491
Typical Fee--
AUM$785M
Minimum--
Clients11

VANN EQUITY MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #174239
Typical Fee0.50%
AUM$204M
Minimum--
Clients174

WEALTHSTAR ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #164957
Typical Fee--
AUM$791M
Minimum--
Clients2,571

WHITE ROCK OIL & GAS HOLDINGS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #165255
Typical Fee--
AUM$209M
Minimum--
Clients4

WHITE ROCK RESOURCES HOLDINGS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plano, TexasCRD #332560
Typical Fee--
AUM--
Minimum--
Clients--
Fiduciary Advisors in Plano, Texas | FiduciaryListings