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Planning by Design FinancialFinancial advisor in Plano, TX

Planning by Design Financial is a financial advisor at 101 E Park Blvd #202, Plano, TX 75074, ranked #45 of 558 financial advisors in Plano and rated 4.8 from 18 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 (877) 314-1618Website ↗

Key facts

Key facts about Planning by Design Financial
Address101 E Park Blvd #202, Plano, TX 75074Get directions
Phone(877) 314-1618
Websitedesignfinancial.info
HoursMonday to Friday: 9 AM – 6 PM
Google rating4.8 from 18 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Plano and 11 towns within 25 miles: Allen, Murphy, Richardson, Sachse, Addison, Garland, Wylie, Frisco, The Colony, Carrollton and Rowlett.

Based in Plano, TXView on map

Opening hours

Opening hours for Planning by Design Financial
DayHours
Monday9 AM – 6 PM
Tuesday9 AM – 6 PM
Wednesday9 AM – 6 PM
Thursday9 AM – 6 PM
Friday9 AM – 6 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Planning by Design Financial

How is Planning by Design Financial ranked in Plano?

Planning by Design Financial is ranked #45 of 558 financial advisors in Plano by RFA Score, with 67 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 Planning by Design Financial’s hours?

Planning by Design Financial is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 6 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Planning by Design Financial serve?

Serves Plano and 11 towns within 25 miles: Allen, Murphy, Richardson, Sachse, Addison, Garland, Wylie, Frisco, The Colony, Carrollton and Rowlett. 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 Planning by Design Financial?

Planning by Design Financial has a rating of 4.8 from 18 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 Planning by Design Financial?

Call Planning by Design Financial on (877) 314-1618. The business is at 101 E Park Blvd #202, Plano, TX 75074. 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

Planning by Design Financial compared with nearby businesses
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Planning by Design Financial (this business)—674.8 (18)NoNo
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