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Financial advisors · Texas

Fee-only financial advisors in Plano, TX

From SEC and state Form ADV filingsUpdated 2026-11-07

36 fee-only investment advisers have offices in Plano, Texas, according to their Form ADV filings with the SEC and state regulators. 26 offer hourly or flat-fee arrangements, 10 charge only a percentage of the assets they manage, and 28 provide financial planning. 20 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 2 firms report disciplinary history and are listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 36 of 36

Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093 · (800) 851-8845

  • Percentage of assets
  • Financial planning
Assets managed
$386.7B
Individual clients
199,061
Advisory staff
1,948
Registered with
SEC

Profile · Website · SEC record

Sfmg Wealth Advisors

3960 Dallas Parkway Suite 400, Plano, TX 75093 · (972) 960-6460

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$3.0B
Individual clients
968
Advisory staff
16
Registered with
SEC

Profile · Website · SEC record

Insight Wealth Partners

3333 Premier Drive Suite 800, Plano, TX 75023 · (972) 543-4800

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.1B
Individual clients
959
Advisory staff
16
Registered with
SEC

Profile · Website · SEC record

Fulcrum Wealth Management

5465 Legacy DR. Suite 650, Plano, TX 75024 · (888) 304-6942

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$193M
Individual clients
484
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Moss, Luse & Womble, LLC

5160 Tennyson Parkway Suite 2000W, Plano, TX 75024 · (972) 674-2584

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$803M
Individual clients
475
Advisory staff
21
Registered with
SEC

Profile · Website · SEC record

Dash Investments

6275 W Plano Pkwy Suite 555, Plano, TX 75093 · (800) 549-3227

  • Percentage of assets
  • Financial planning
Assets managed
$682M
Individual clients
432
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Spectrum Advisors, Inc.

2805 Dallas Parkway, Ste 200, Plano, TX 75093 · (972) 931-3700

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$160M
Individual clients
308
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

The Watchman Group, Inc.

5045 Lorimar Drive Suite 200, Plano, TX 75093 · (469) 241-0122

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$640M
Individual clients
261
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

SK Advisor Network, LLC

8105 Rasor Blvd. Box #87, Plano, TX 75024 · (214) 851-8564

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$272M
Individual clients
185
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Vann Equity Management LLC

4975 Preston Park Blvd #490, Plano, TX 75093 · (214) 983-0346

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$231M
Individual clients
180
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Lifeway Financial Corporation

One Legacy Town Center 7160 Dallas Parkway, Suite 520, Plano, TX 75024 · (972) 378-3677

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$359M
Individual clients
168
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Schlegel Dunn LLC

7160 Dallas Parkway Suite 230, Plano, TX 75024 · (972) 327-3607

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$279M
Individual clients
154
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Freshfield Capital, LLC

1800 Preston Park Blvd Suite 105, Plano, TX 75093 · (214) 552-6372

  • Percentage of assets
  • Financial planning
Assets managed
$90M
Individual clients
88
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

PMG Family Office, LLC

5700 West Plano Pkwy Suite 2600, Plano, TX 75093 · (214) 550-8790

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$144M
Individual clients
77
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Nfwm

8105 Rasor Blvd. Box #87, Plano, TX 75024 · (214) 379-3333

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$312M
Individual clients
75
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Your Richest Life

500 Central Expy, Ste 500, Plano, TX 75074 · (469) 708-7975

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$29M
Individual clients
28
Advisory staff
2
Registered with
TX

Profile · Website · SEC record

Valinor Wealth Management

5851 Legacy Circle 6th Floor, Plano, TX 75024 · (469) 480-7904

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$678M
Individual clients
25
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Financial Excavation

Plano, TX (office address not published) · (214) 945-0285

  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
Under 5
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Legacy Harbor

6417 Berwyn Drive, Plano, TX 75093 · (972) 608-1040

  • Percentage of assets
Assets managed
$8.0M
Individual clients
26
Advisory staff
1
Registered with
TX

Profile · SEC record

TFR Capital

5830 Granite Pkwy Suite 200, Plano, TX 75024 · (800) 765-0397

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$403M
Individual clients
260
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

In-Christ Asset Management, LLC

6600 Chase Oaks-Boulevard, Suite 150, Plano, TX 75023 · (972) 244-3554

  • Percentage of assets
Assets managed
$420K
Individual clients
6
Advisory staff
1
Registered with
TX

Profile · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Plano

Another 45 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Plano?

Form ADV records how firms charge, not what they charge. Of the 36 firms listed here, 26 offer hourly or flat fees and 34 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Plano advisers selected?

Every registered investment adviser with an office in Plano that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.