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On the Mark Money

(44)

Returns
Words
Information

“They consistently direct me toward high caliber short term and long term investment strategies while also keeping me abreast of the headwinds facing the economy and potentially my investments.”

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Your Money Matters | Tax Preparation Office

(49)

Personal and Business Tax, Bookkeeping & Payroll, Retirement Planning

“A few years ago I used other tax service companies and sometimes the preparers didn't seem to know what they were doing and had to ask someone else questions, but with Ron, he knows exactly what the laws are right there and then, he's extremely knowl...”

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Eaton, Quenzer & Associate

(49)

Quality
Questions
Financial

“They provide materials that help me stay organized, and when I have questions, they respond immediately, listen carefully, and give me information that is clear, succinct and accurate.”

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Beckley & Associates

(42)

Business Start-up, Operations, Maintenance, Compliance, Business Sale and Succession Planning

“We had a sudden and unexpected change in life circumstances and they were extremely helpful and compassionate in helping us navigate some new challenges.”

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Alex Tong CPA & Associates

(44)

Retirement Planning

“Alex Tong and his Team are knowledgeable, accessible, accurate, and thorough – ensuring I am always taking advantage of all the applicable tax rules.”

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SMD Consulting & Accounting

(34)

Structure
Tax Planning
Bookkeeping

“If you are looking to organize your business, and create a strong foundation for the future, regardless of how long you have been in business, SMD and Darius Fudge are the answer.”

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Gordon Oak Financial

(40)

Tax
Educated
Debt

“Have helped me get a grasp on my financial goals over the next few years, and have relieved much of the stress that has come from debt and not understanding financial options.”

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Cowboy Tax

(50)

Office
Company
Tax Collector

“While filing my W2s, their attentive team discovered I was a graduate student, a detail that significantly increased my tax return, thanks to benefits I didn't know I was eligible for.”

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Crain & Wooley

(38)

Evening
Executed
Knowing

“We highly recommend Lylan (Jessica) Nguyen & her team for their diligence, excellent guidance & smooth execution throughout our estate planning engagement.”

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The MB Group

(19)

Business Consulting, Individual Tax, Business Accounting

“He checked and double checked accuracy, he asked enough questions to bring up important decisions I had not thought of and he made great recommendations for actions that saved me and will save my children money.”

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Assetbuilder

(1)

“I had the pleasure of also having Asset Builder as a client of Idea Grove for about a year and thoroughly enjoyed getting to know the executive team during that time.”

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Retirement Planners of America

(27)

Financial Planner
Strategy
Decision

“I am most pleased with all the different communications they have with their clients: one-on-one meetings, annual large group events, email videos etc that keep their clients well informed on the economy and the latest market conditions.”

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Sfmg Wealth Advisors

“We are fee-only wealth advisors based in Dallas, Texas. Fee-only means we are only paid by our clients and do not receive any other compensation based on the sale of products or trades we place. We use data, research and care to help you feel secure ...”

FAQs

What separates SFMG from other firms?

Our relational approach to investment management and financial planning. Our multi-generational team, network of trusted and established professionals, and our access to unique alternative investments make a noticeable difference.

How often does SFMG meet with clients?

Our meeting schedule depends on your needs and preferences. At a minimum, we want to meet with you once a year. Most clients have semi-annual or quarterly meetings.

Does SFMG have a type of client you specialize in working with?

We specialize in working with clients who value and seek our advice. Many types of people could fall into this category. We work with entrepreneurs, executives, doctors, attorneys, CPAs, and established professionals.

Are SFMG clients local or national?

While a majority of our clients are located in Texas, we do have clients all over the United States and the world. All clients have the option of in-person or virtual meetings. We pride ourselves in meeting with our clients consistently and always keeping open lines of communication.

We try to answer commonly asked questions like these on the FAQ page of our website.

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Chapwood Capital Investments

(11)

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“Great guy, made me a ton of money over the years.”

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Moss, Luse & Womble

(16)

Team
Dental
Financial Planning

“Ian Evans, Maddock May and the rest of the team at MLW have been extremely attentive to detail and have helped provide me with solutions, strategies and support for my practice.”

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The Law Office of Briana C. Robertson

(16)

Knowledge
Number

“Wow, where do I begin…you ever walk into a store looking for something and someone a friend refers to you walks up and not only helps you with what you're needing help with but helps you with the things, the references regarding the things, and then ...”

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Domain Tax Advisors

(15)

Questions
Team

“Domain Tax Advisors is a firm that you don't want to miss out on; no matter if you are a sophisticated investor, an average family household individual, or an aspiring youngster like myself who dabbles real estate, stocks, alternative investments, an...”

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Avant Tax and Finance

(11)

Retirement Planning, Fractional CFO Services, Estate Planning

“Positive Responsiveness, Quality, Professionalism, Value”

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Strategic Estate Planning Services

(5)

“Very helpful folks.”

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Peak American Financial Group

(8)

Retirement
Financial Advisor

“Very professional and knows his stuff, he explained”

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Your Richest Life

(4)

Financial Plans, Speaking

“Katie is personable, consistent in her follow-up, thorough, very knowledgeable, and uses online tools that make the collaborative process easier when tracking our financial progress and goals.”

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7 Figures Funding Plano

(6)

“Thank you for all your help.”

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Surely Now

(5)

Team
Policy
Life

“I recently had the pleasure of working with Surely Now team (Smita, Jenny and Nik) to remove my policy and could not be happier with the service I received.”

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Pearl Financial Planning

(1)

Services, Why Cfp?

“Gretchen did an amazing job drawing up an action plan that was easy to follow and put us on the right track to meet our financial goals.”

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Average Cost	$3691
Minimum cost	$1231
Maximum cost	$10457
Avg Per Hour Rates	$370

Best Financial Advisors in Plano, TX

The highest-rated Financial Planning & Wealth Management companies out of 159 vetted & reviewed in the Plano area.

On the Mark Money

Your Money Matters | Tax Preparation Office

Eaton, Quenzer & Associate

Beckley & Associates

Alex Tong CPA & Associates

SMD Consulting & Accounting

Gordon Oak Financial

Cowboy Tax

Crain & Wooley

The MB Group

Assetbuilder

Retirement Planners of America

Sfmg Wealth Advisors

Chapwood Capital Investments

Moss, Luse & Womble

The Law Office of Briana C. Robertson

Domain Tax Advisors

Avant Tax and Finance

Strategic Estate Planning Services

Peak American Financial Group

Your Richest Life

7 Figures Funding Plano

Surely Now

Pearl Financial Planning

Retirement Planning and Investment Management Services in Plano, TX Cost Estimates

Why these companies made our list

Wealth Management Advisors near Plano

Popular in Plano