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Symphony Wealth GroupFinancial advisor in Plano, TX

Symphony Wealth Group is a financial advisor at 5801 Headquarters Dr Ste 100, Plano, TX 75024, ranked #30 of 112 wealth managers in Plano and rated 5.0 from 6 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 (214) 440-3090Website ↗

Key facts

Key facts about Symphony Wealth Group
Address5801 Headquarters Dr Ste 100, Plano, TX 75024Get directions
Phone(214) 440-3090
Websitesymphonywg.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

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

Based in Plano, TXView on map

Opening hours

Opening hours for Symphony Wealth Group
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Symphony Wealth Group

How is Symphony Wealth Group ranked in Plano?

Symphony Wealth Group is ranked #30 of 112 wealth managers in Plano by RFA Score, with 65 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 Symphony Wealth Group’s hours?

Symphony Wealth Group is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Symphony Wealth Group serve?

Serves Plano and 11 towns within 25 miles: The Colony, Frisco, Addison, Little Elm, Allen, Carrollton, Lewisville, Prosper, Richardson, Farmers Branch and Highland Village. 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 Symphony Wealth Group?

Symphony Wealth Group has a rating of 5.0 from 6 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 Symphony Wealth Group?

Call Symphony Wealth Group on (214) 440-3090. The business is at 5801 Headquarters Dr Ste 100, 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

Symphony Wealth Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Symphony Wealth Group (this business)—655.0 (6)NoNo
Atlas Wealth Advisors#28655.0 (14)NoNo14.2 mi
Morrison Wealth Advisory#29655.0 (10)NoNo6.4 mi
Chadwick Financial - Wealth Management and Income Solutions#31655.0 (41)NoNo22.2 mi

See all 112 ranked wealth managers in Plano