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Financial Advisors in Plano, TX: 2026 rankings

558 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Plano: Debt Blue, RFA Score 78/100; 4.8★ from 5,221 Google reviews; open Saturdays until 2 PM.

  2. 2

    Most-reviewed: Refund Advisory Corp, 1,838 Google reviews at 4.9★, the most of 558 ranked after Debt Blue; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

558 Plano financial advisors are ranked here by RFA Score, from eight published factors. 97 open Saturdays and 22 open Sundays, based on posted hours. The median Google rating is 4.9★ across 558 rated firms.

Top 10 financial advisors in Plano at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Plano at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Debt Blue784.8★ (5,221)Richardson, 3 mi awaySat · EveningsTop score
2Refund Advisory Corp784.9★ (1,838)Plano—Most reviews
3Nexus One Financial Advisors725.0★ (92)Plano——
4Retirement Planners of America724.6★ (269)Plano——
5EATON, QUENZER & ASSOCIATE, LLC714.9★ (93)Plano——
61031X715.0★ (131)Dallas, 6 mi away——
7The Manning Group, Inc.714.9★ (147)Dallas, 5 mi away——
8DHL Wealth Management715.0★ (85)Richardson, 3 mi away——
9Peak American Investment Advisors714.9★ (74)PlanoEvenings—
10Creme Wealth - Plano Financial Planner715.0★ (61)Plano——

All 558 financial advisors in Plano, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Plano

    #1 Debt Blue

    Based in Richardson, 3 mi away

    78/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 5,221 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 5,221 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 9 AM–2 PM · Sun closed
    Address
    1125 E Campbell Rd Ste 200, Richardson, TX 75081
    View profile for Debt Blue(800) 798-9906

  6. #6 1031X

    Based in Dallas, 6 mi away

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 131 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 131 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    17766 Preston Rd Ste 200, Dallas, TX 75252
    View profile for 1031X(888) 899-1031

  8. #8 DHL Wealth Management

    Based in Richardson, 3 mi away

    71/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 85 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 85 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    2435 N Central Expy Suite 775, Richardson, TX 75080
    View profile for DHL Wealth Management(800) 402-8862

  11. #11 WealthBuilder 1031

    Based in Dallas, 17 mi away

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 297 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 297 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    8204 Elmbrook Dr #203, Dallas, TX 75247
    View profile for WealthBuilder 1031

  12. #12 Gordon Oak Financial

    Based in Plano

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6010 Spring Creek Pkwy, Plano, TX 75024
    View profile for Gordon Oak Financial(214) 326-0820

  14. #14 Maven Financial Partners

    Based in Richardson, 2 mi away

    70/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 50 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 50 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3400 N Central Expy Suite 110, Richardson, TX 75080
    View profile for Maven Financial Partners(214) 702-2111

  15. #15 AMB Credit Consultants

    Based in Dallas, 16 mi away

    70/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.8★ from 401 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 401 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2626 Cole Ave suit 300, Dallas, TX 75204
    View profile for AMB Credit Consultants(800) 720-0992

  17. #17 Inspire Financial Group

    Based in Richardson, 3 mi away

    70/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 63 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 63 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3513 Spectrum Blvd #200, Richardson, TX 75082
    View profile for Inspire Financial Group(972) 470-0595

  19. #19 On The Mark Money

    Based in Plano

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.8★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 48 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    5465 Legacy Dr #650, Plano, TX 75024
    View profile for On The Mark Money(214) 536-4678

  21. #21 Thompson Financial & CO

    Based in Richardson, 7 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 67 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 67 Google reviews
    Address
    445 Walnut St Ste 113, Richardson, TX 75081
    View profile for Thompson Financial & CO

  23. #23 GDS Wealth Management

    Based in Flower Mound, 21 mi away

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 270 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 270 Google reviews
    Hours
    Mon–Fri 7:30 AM–5 PM · Sat–Sun closed
    Address
    2910 Lakeside Village Blvd, Flower Mound, TX 75022
    View profile for GDS Wealth Management(469) 212-8072

  24. #24 Creative Planning

    Based in Addison, 8 mi away

    69/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 68 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 68 Google reviews
    Address
    15303 Dallas Pkwy Ste 460, Addison, TX 75001
    View profile for Creative Planning(972) 960-3780

  25. #25 EFG Companies

    Based in Irving, 18 mi away

    69/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.5★ from 967 Google reviews, listed on Google as “Financial consultant”.

    • 4.5★ from 967 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat–Sun closed
    Address
    122 W John W. Carpenter Fwy, Irving, TX 75039
    View profile for EFG Companies(800) 527-1984

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 558 ranked financial advisors here; the rest are on their profiles.

financial advisors in Plano, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Ethos Group694.7★ (390)17 mi
27Beacon Pointe Advisors695.0★ (29)In Plano
28America Debt Resolutions685.0★ (42)6 mi
29Sue Gordon Retirement Strategies684.9★ (37)3 mi
30Ninety Nine Wealth685.0★ (24)In Plano
31Stansell Wealth Planning685.0★ (24)In Plano
32DeWitt & Dunn, LLC684.8★ (63)8 mi
33Financial Fleaux, LLC685.0★ (21)In Plano
34Rick Baker Coldwell Banker Top 2 % of ALL Realtors in America + Dave Ramsey APPROVED Realtor.685.0★ (76)14 mi
35Joe Dowdall - Worth Asset Management685.0★ (41)8 mi
36Texans Credit Union684.6★ (254)16 mi
37Moss, Luse & Womble674.8★ (23)In Plano
38Apeiron Planning Partners675.0★ (50)10 mi
39Trajan Wealth674.9★ (54)10 mi
40Blair Financial Advisors675.0★ (48)10 mi
41Troop Capital Management675.0★ (90)18 mi
42Chessman Wealth Strategies675.0★ (45)10 mi
43Kim D. Emery Bookkeeping675.0★ (59)13 mi
44Every Penny Accounts Financial675.0★ (16)In Plano
45Planning by Design Financial674.8★ (18)In Plano
46Rothrock Financial Group675.0★ (26)5 mi
47Ivy Wealth675.0★ (37)9 mi
48OpenAir Advisers675.0★ (31)8 mi
49MoneyWorks Group675.0★ (14)In Plano
50Chanika Turner: Primerica - Financial Services675.0★ (31)8 mi

Also serving Plano

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Plano
BusinessGoogle ratingDistance
Affordable Debt Consolidation - Plano Texas5.0★ (1)In Plano
American Financial Services4.5★ (2)In Plano
Astra Wealth Management5.0★ (2)In Plano
Bowman & Bowman Consultants1.0★ (1)In Plano
Checki Financial5.0★ (2)In Plano
CraDean Financial Resources5.0★ (2)In Plano
Crescent Investment Solutions LLC5.0★ (2)In Plano
Dallas Financial Wholesalers5.0★ (2)In Plano
Drew Alleman: Primerica - Financial Services5.0★ (1)In Plano
Edward Jones - Financial Advisor: Jerry Pierce, CFP®5.0★ (2)In Plano
Edward Jones - Financial Advisor: Marc A Rossouw, CFP®|AAMS®|CRPC™5.0★ (2)In Plano
Edward Jones - Financial Advisor: Richard G Moulton5.0★ (1)In Plano
Financial Excavation5.0★ (2)In Plano
Frazier Wealth Strategies5.0★ (2)In Plano
How Money Works Learning Center DFW5.0★ (2)In Plano
Mission Wealth5.0★ (2)In Plano
National Network of Financial Education5.0★ (2)In Plano
Pathways Retirement Advisors5.0★ (2)In Plano
Retirement Lifestyle Consultants, Wealth Management5.0★ (2)In Plano
Wells Fargo Advisors3.0★ (2)In Plano

How we ranked Plano financial advisors

We scored 558 Plano financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Plano data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Plano: frequently asked questions

Which financial advisor has the highest RFA Score in Plano?

By RFA Score, the highest-ranked financial advisor in Plano, TX is Debt Blue with an RFA Score of 78/100. It has 4.8★ from 5,221 Google reviews. It is open Saturdays until 2 PM. Refund Advisory Corp (#2) and Nexus One Financial Advisors (#3) follow. We ranked 558 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Plano?

RankedFinancialAdvisors ranks 558 financial advisors serving Plano, TX. 16 of them are based in Plano; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Plano work on weekends?

97 of 558 ranked financial advisors post Saturday hours and 22 post Sunday hours. The highest-ranked open Saturdays are Debt Blue (#1) and On The Mark Money (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Plano financial advisors have?

The median Google rating among 558 rated financial advisors in Plano is 4.9★, with a median of 10 reviews. Debt Blue has the most, 5,221 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Plano count in this ranking?

Yes, if they are within 25 mi of the Plano city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Plano ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Plano a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Plano

  1. November 2026: RFA Scores recalculated for 558 financial advisors serving Plano.
  2. November 2026: 12 duplicate listings merged.

More financial advisors and Plano pages