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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)

Call
Financial
Job

“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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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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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.”

Featured

What We Do and How We Can Help At Asset Builder, we believe that effective wealth management doesn’t have to be complex. We believe in the value of simplicity, especially when it comes to your finances. As the original low-fee Registered Investment Advisor, we provide the highest level of personalized service at the lowest cost. We educate our clients on how what we do can help you achieve your family’s unique financial and life goals. Our mission is to simplify the complexities of your financial life so you can focus on what matters most.

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Sfmg Wealth Advisors

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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The 24 firms listed for Plano, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Plano, TX

Of the 24 firms we list here, 23 are in Plano itself and 1 comes from Carrollton (10 mi). The firms on this page are rated from 4.2 to 5.0 across 496 reviews; 2 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (81%) and value (77%). 1 is open around the clock; 4 are open on Saturdays and 3 on Sundays. 2 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers urgent consultations and 3 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 16 publish a contact page; 19 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Plano offer a free first meeting?

3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

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Chapwood Capital Investments

(11)

“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)

“My experience with avant tax is awesome.”

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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)

“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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Pearl Financial Planning

(1)

“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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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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Moneyworks Group

(3)

“David Duston and Money Works DFW is continuing to not only meet our families financial planning needs himself exceeds expectations in providing access to his vast network of other professionals services in Legal, Estate Planning, and overall a comple...”

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Cure Financial

(2)

“Fantastic crew, always concerned about me and my families Financial needs.”

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Macro Wealth Advisors

(1)

“I highly recommend them to anyone who is seeking financial advise or other services and they will make sure to direct to the right people.”

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Whitley Penn

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Pathways Retirement Advisors

(2)

“They found whole in our existing plans and made it to where I could retire early, making the retirement revenue I thought I would have to wait 4 more years to earn.”

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Insight Wealth Partners

(1)

“Ross Powell was phenomenal in helping me determine my financial needs.”

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Blue Fountain Wealth Management

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Checki Financial

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

Best Financial Advisors in Plano, TX

On the Mark Money

Your Money Matters | Tax Preparation Office

Eaton, Quenzer & Associate

Gordon Oak Financial

Assetbuilder

Sfmg Wealth Advisors

Area overview: Plano, TX

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

Pearl Financial Planning

Surely Now

Moneyworks Group

Cure Financial

Macro Wealth Advisors

Whitley Penn

Pathways Retirement Advisors

Insight Wealth Partners

Blue Fountain Wealth Management

Checki Financial

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

Why these companies made our list

Financial Advisors near Plano

Popular in Plano