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Wealth Managers in Plano, TX: 2026 rankings

112 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Plano: WealthBuilder 1031, RFA Score 71/100; 5.0★ from 297 Google reviews.

  2. 3

    Most-reviewed: GDS Wealth Management, 270 Google reviews at 5.0★, the most of 112 ranked after WealthBuilder 1031; ranked #3.

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

112 Plano wealth managers are ranked here by RFA Score, from eight published factors. 8 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 112 rated firms.

Top 10 wealth managers 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 wealth managers in Plano at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1WealthBuilder 1031715.0★ (297)Dallas, 17 mi awayTop score
2DHL Wealth Management705.0★ (85)Richardson, 3 mi away—
3GDS Wealth Management705.0★ (270)Flower Mound, 21 mi awayMost reviews
4Creme Wealth - Plano Financial Planner705.0★ (61)Plano—
5Dawson Private Wealth705.0★ (74)Allen, 5 mi away—
6North Texas Wealth Management695.0★ (58)Allen, 5 mi away—
7Ninety Nine Wealth685.0★ (24)Plano—
8Stansell Wealth Planning685.0★ (24)Plano—
9Trajan Wealth684.9★ (54)Frisco, 10 mi away—
10Chessman Wealth Strategies685.0★ (45)Dallas, 10 mi away—

All 112 wealth managers 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 WealthBuilder 1031

    Based in Dallas, 17 mi away

    71/100RFA Score

    Ranked #1 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

  2. #2 DHL Wealth Management

    Based in Richardson, 3 mi away

    70/100RFA Score

    Ranked #2 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

  3. #3 GDS Wealth Management

    Based in Flower Mound, 21 mi away

    70/100RFA Score

    Ranked #3 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

  7. #7 Ninety Nine Wealth

    Based in Plano

    68/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6275 W Plano Pkwy Ste 500, Plano, TX 75093
    View profile for Ninety Nine Wealth(214) 517-9382

  9. #9 Trajan Wealth

    Based in Frisco, 10 mi away

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 54 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5285 Dallas Pkwy Ste 410, Frisco, TX 75034
    View profile for Trajan Wealth(469) 579-3500

  11. #11 Ivy Wealth

    Based in Dallas, 9 mi away

    67/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 7 AM–4 PM · Sat–Sun closed
    Address
    14241 Dallas Pkwy Suite 1200, Dallas, TX 75254
    View profile for Ivy Wealth(225) 205-5600

  14. #14 Opus Wealth Management

    Based in Dallas, 9 mi away

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5301 Alpha Rd Ste 80, Dallas, TX 75240
    View profile for Opus Wealth Management(214) 453-2697

  15. #15 Paramount Wealth Group

    Based in Frisco, 9 mi away

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2591 Dallas Pkwy #203, Frisco, TX 75034
    View profile for Paramount Wealth Group(469) 607-8500

  16. #16 Purpose Wealth Partners

    Based in Frisco, 10 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    6160 Warren Pkwy #100, Frisco, TX 75035
    View profile for Purpose Wealth Partners(469) 322-1210

  19. #19 Mills Wealth Advisors

    Based in Southlake, 27 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 63 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 63 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1207 S White Chapel Blvd #150, Southlake, TX 76092
    View profile for Mills Wealth Advisors(817) 591-7022

  22. #22 Pro Capital Wealth Management

    Based in Southlake, 25 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 48 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    578 N Kimball Ave Ste 120, Southlake, TX 76092
    View profile for Pro Capital Wealth Management(817) 912-1223

  23. #23 Boulevard Place Wealth

    Based in McKinney, 8 mi away

    65/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 10:30 AM–4 PM · Sun closed
    Address
    7300 State Hwy 121 Ste 300, McKinney, TX 75070
    View profile for Boulevard Place Wealth(214) 772-1369

  24. #24 McKinney Wealth Management

    Based in McKinney, 12 mi away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    6928 Mediterranean Dr Suite 200, McKinney, TX 75072
    View profile for McKinney Wealth Management(972) 529-3888

Wealth managers 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 112 ranked wealth managers here; the rest are on their profiles.

wealth managers in Plano, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26RFG Wealth Advisory655.0★ (51)29 mi
27Abiding Wealth Partners655.0★ (9)4 mi
28Atlas Wealth Advisors655.0★ (14)10 mi
29Morrison Wealth Advisory655.0★ (10)6 mi
30Symphony Wealth Group655.0★ (6)In Plano
31Chadwick Financial - Wealth Management and Income Solutions655.0★ (41)27 mi
32Simplify Wealth Partners645.0★ (12)10 mi
33Cardinal Wealth Management Group, LLC645.0★ (10)8 mi
34Wisniewski Wealth Management644.5★ (16)10 mi
35Moon Wealth Partners645.0★ (7)4 mi
36Forteris Wealth Management - Dallas645.0★ (9)8 mi
37Shea Wealth Management645.0★ (5)3 mi
38Wave Wealth Management644.7★ (12)11 mi
39Legacy Wealth Academy LLC645.0★ (17)19 mi
40JMG Wealth Management645.0★ (9)11 mi
41Rockwall Wealth Advisors645.0★ (13)16 mi
42Cornerstone Wealth Group635.0★ (23)25 mi
43Bowman Wealth Management635.0★ (29)29 mi
44Carson Wealth635.0★ (23)26 mi
45Foundation Wealth Partners635.0★ (23)26 mi
46BLSH Wealth Management635.0★ (8)12 mi
47Oath Planning - Plano Wealth Management & Financial Advisors635.0★ (3)In Plano
48Trajan Wealth635.0★ (21)26 mi
49SFMG Wealth Advisors635.0★ (3)In Plano
50Puzzle Wealth Solutions, LLC®635.0★ (23)27 mi

Also serving Plano

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Plano
BusinessGoogle ratingDistance
Beacon Pointe Advisors5.0★ (29)In Plano
Dallas Financial Planning5.0★ (6)In Plano
EATON, QUENZER & ASSOCIATE, LLC4.9★ (93)In Plano
Edward Jones - Financial Advisor: Craig W Mills5.0★ (4)In Plano
Edward Jones - Financial Advisor: Paul Fahrenwald, CFP®4.6★ (9)In Plano
Edward Jones - Financial Advisor: Scott M Boris5.0★ (3)In Plano
Edward Jones - Financial Advisor: Trent Marsh5.0★ (4)In Plano
Emerald City Asset Group5.0★ (6)In Plano
Freshfield Investments - Financial Planning & Investment Management3.7★ (3)In Plano
Gordon Oak Financial5.0★ (49)In Plano
Interlinc Financial Advisors, Inc.5.0★ (10)In Plano
MoneyWorks Group5.0★ (14)In Plano
Moss, Luse & Womble4.8★ (23)In Plano
Nexus One Financial Advisors5.0★ (92)In Plano
On The Mark Money4.8★ (48)In Plano
Peak American Investment Advisors4.9★ (74)In Plano
Planning by Design Financial4.8★ (18)In Plano
Plano, TX Branch Office - UBS Financial Services Inc.4.0★ (7)In Plano
Thomas Palmersheim - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (10)In Plano
Your Richest Life5.0★ (4)In Plano

How we ranked Plano wealth managers

We scored 112 Plano wealth managers 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Plano: frequently asked questions

Which wealth manager has the highest RFA Score in Plano?

By RFA Score, the highest-ranked wealth manager in Plano, TX is WealthBuilder 1031 with an RFA Score of 71/100. It has 5.0★ from 297 Google reviews. DHL Wealth Management (#2) and GDS Wealth Management (#3) follow. We ranked 112 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Plano?

RankedFinancialAdvisors ranks 112 wealth managers serving Plano, TX. 6 of them are based in Plano; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Plano work on weekends?

8 of 112 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Purpose Wealth Partners (#16), Foundation Wealth Partners (#17) and Boulevard Place Wealth (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Plano wealth managers have?

The median Google rating among 112 rated wealth managers in Plano is 5.0★, with a median of 8 reviews. WealthBuilder 1031 has the most, 297 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Plano count in this ranking?

Yes, if they are within 40 mi of the Plano city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Plano ranked?

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

How do I check a wealth manager’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 wealth manager 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 wealth managers 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 112 wealth managers serving Plano.
  2. November 2026: 2 duplicate listings merged.

More wealth managers and Plano pages