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Oath Planning - Plano Wealth Management & Financial AdvisorsFinancial advisor in Plano, TX

Oath Planning - Plano Wealth Management & Financial Advisors is a financial advisor at 6860n Dallas Pkwy Ste 200, Plano, TX 75024, ranked #47 of 112 wealth managers in Plano and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Plano, TXUpdated 0 paid placements in any rankingHow we rank

Call (888) 534-4330Website ↗

Key facts

Key facts about Oath Planning - Plano Wealth Management & Financial Advisors
Address6860n Dallas Pkwy Ste 200, Plano, TX 75024Get directions
Phone(888) 534-4330
Websiteoathplanning.com
HoursMonday to Friday: 8:30 AM – 5:30 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Plano and 11 towns within 25 miles: The Colony, Frisco, Addison, Carrollton, Allen, Little Elm, Lewisville, Richardson, Farmers Branch, Prosper and Murphy.

Based in Plano, TXView on map

Opening hours

Opening hours for Oath Planning - Plano Wealth Management & Financial Advisors
DayHours
Monday8:30 AM – 5:30 PM
Tuesday8:30 AM – 5:30 PM
Wednesday8:30 AM – 5:30 PM
Thursday8:30 AM – 5:30 PM
Friday8:30 AM – 5:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Oath Planning - Plano Wealth Management & Financial Advisors

How is Oath Planning - Plano Wealth Management & Financial Advisors ranked in Plano?

Oath Planning - Plano Wealth Management & Financial Advisors is ranked #47 of 112 wealth managers in Plano by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Oath Planning - Plano Wealth Management & Financial Advisors’ hours?

Oath Planning - Plano Wealth Management & Financial Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Oath Planning - Plano Wealth Management & Financial Advisors serve?

Serves Plano and 11 towns within 25 miles: The Colony, Frisco, Addison, Carrollton, Allen, Little Elm, Lewisville, Richardson, Farmers Branch, Prosper and Murphy. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Oath Planning - Plano Wealth Management & Financial Advisors?

Oath Planning - Plano Wealth Management & Financial Advisors has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Oath Planning - Plano Wealth Management & Financial Advisors?

Call Oath Planning - Plano Wealth Management & Financial Advisors on (888) 534-4330. The business is at 6860n Dallas Pkwy Ste 200, Plano, TX 75024. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Oath Planning - Plano Wealth Management & Financial Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Oath Planning - Plano Wealth Management & Financial Advisors (this business)—635.0 (3)NoNo
Foundation Wealth Partners#45635.0 (23)——19.9 mi
BLSH Wealth Management#46635.0 (8)NoNo5.5 mi
Trajan Wealth#48635.0 (21)NoNo19.7 mi

See all 112 ranked wealth managers in Plano