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On the Mark Money
“I would definitely recommend him and his team to anyone looking for financial growth or stability for the future!”
Best Financial Advisors in Plano, TX
22 firms listed · all 22 in Plano · 1 open 24/7 · 5 open weekends · all 22 rated 4.5+
Data verified October 18, 2026
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Your Money Matters | Tax Preparation Office
“Excellent with taxes and very professional we will be back next year!!”
OS CPA Tax Advisory
“Owais' efficiency and professionalism make him a top choice for anyone seeking a reliable CPA.”
Gordon Oak Financial
“Not only has he helped us so much with financial advice and support, he is all around a great guy.”
Sfmg Wealth Advisors
“Over 40 years of success with SFMG.”
Moss, Luse & Womble
“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”
The 22 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
All 22 firms we list here are in Plano itself. We have 63 firms in Plano on file; this page shows the highest-rated 22. The firms on this page are rated from 4.8 to 5.0 across 471 reviews; 1 has 50 or more reviews. 1 is open around the clock; 5 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are insurance (2), our process (2), retirement planning (2) and wealth management (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers urgent consultations; 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 22 of the firms on this page; 13 publish a contact page; 15 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Plano take financial planning bookings online?
6 of the 22 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Chapwood Capital Investments
“Ed is very down to earth and takes an objective approach which is helpful for clients to understand as well as create a long term plan.”
Moneyworks Group
“He not only took the time to help me, but has offered to look at my overall financial picture to see where he can help me save money.”
The Law Office of Briana C. Robertson
“She helped my family with 2 separate cases and we came out on top just as she promised.”
Domain Tax Advisors
“I will recommend domain tax advisors to any person who is looking to increase their returns or looking for a very experienced cpa.”
Interlinc Financial Advisors
“If you want someone else to worry about and properly manage your money, THIS IS THE PLACE!!”
Your Richest Life
“I've worked with Your Richest Life (YRL) for over 4 years and been extremely impressed with Katie and her team's thoroughness and attention to detail.”
Planning by Design Financial
“I met Kasey Byrd when he sponsored a seminar dinner invitation about a year ago on retirement planning of which I was about a year out from retiring.”
Macro Wealth Advisors
“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.”
Astra Wealth Management
“The same trust care and confidence he has provided still continues at Astra Wealth Mgt.”
Pathways Retirement Advisors
“Our questions are answered and things we don't understand are explained throughly.”
Insight Wealth Partners
“Ross Powell was phenomenal in helping me determine my financial needs.”
Checki Financial
“They do so much more than just financial advising and I highly recommend Checki Financial to anyone looking for high quality service who always goes the extra mile.”
Smriti CPA
“THE Best CPA firm in Town, very professional, hard working, she knows Time, Value, Money , promote responses, long term client base relationship , more than 10 years with her services, no need to look for other options, she educates her clients than rather than get the things done.”
Blue Fountain Wealth Management
Schlegeldunn
“Have been working with this firm for several years now and am very happy with my financial advisor.”
Hbd1 Consulting
Why these companies made our list
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