Fiduciary advisors in Plano, TX

Plano, Texas

Dallas Financial Planning is a registered investment adviser in Plano, Texas that specializes in retirement planning with an emphasis on tax-efficient distribution strategies and multi-generational wealth considerations. The firm works with retired clients to analyze tax returns, investment allocations, and estate planning opportunities, producing a detailed action plan before engagement. The advisory process begins with a screening call, followed by a comprehensive fact-finding meeting, written analysis, and a presentation of recommendations covering tax, estate, and investment planning. The firm coordinates with clients' accountants, attorneys, and other professionals as needed.

Plano, Texas

Expound Wealth Management, located in Plano, Texas, provides insurance analysis, investment management, and retirement planning services with a focus on wealth management. The firm employs a structured planning process that begins with goal-setting and risk assessment, followed by development of individualized investment strategies and ongoing portfolio monitoring. The firm describes itself as offering family office services and emphasizes a collaborative approach that addresses clients' full financial picture.

Plano, Texas

Fisher\SMB is a retirement plan advisory firm based in Plano, Texas that manages investment lineups for employer-sponsored plans as a 3(38) Investment Manager and CEFEX-certified fiduciary advisor. The firm provides investment solutions, employee education and enrollment services, plan administration support, and ongoing guidance to help companies and their employees navigate retirement benefits. Fisher\SMB serves as the plan advisor and investment manager, handling fund selection, compliance, and payroll integration while offering one-on-one counseling and multilingual support to plan participants.

Plano, Texas

Commission + Fee-Only

Freshfield Investments is a fee-only fiduciary firm in Plano, Texas offering financial planning and investment management to clients nationwide. Led by founder Dr. Andy Lawson, a CFP® with advanced degrees in mathematics, statistics, and financial economics, the firm builds customized portfolios aligned with each client's circumstances and provides financial planning services addressing retirement, tax, and estate matters. The firm operates without commission-based incentives and structures its services around portfolio management, hourly consulting on investments and financial topics, and regular client communication to maintain alignment with evolving financial goals.

Plano, Texas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Plano, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Plano, Texas

Peak American Financial is a Plano-based investment advisory firm serving high-net-worth families with financial planning, investment management, and insurance analysis. The firm employs a proprietary planning framework called Peak Summit Strategy™ that centers on defining client goals, charting customized investment and tax strategies, conducting regular reviews, and structuring wealth transfer and legacy plans. With over 125 years of combined team experience, the firm coordinates estate, investment, and income strategies for its clientele.

Plano, Texas

Ruiz & Arzuaga Financial Consulting provides business and financial services to individuals and small businesses from its Plano, Texas location. The firm offers payroll processing with tax compliance support, bookkeeping integration, employee record management, and health and life insurance agent services. Services are delivered in English and Spanish, with a stated focus on regulatory compliance, accuracy, and confidentiality throughout the business lifecycle.

Plano, Texas

Wealth Enhancement Group is an investment advisory firm in Plano, Texas. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Plano, Texas

yourplancan.com is an investment advisory firm in Plano, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.