{ "path": "/advisors/tx/dallas/plano", "url": "https://advisorcensus.com/advisors/tx/dallas/plano", "page_type": "metro_city", "title": "Financial advisors in Plano, TX", "filters": {}, "scope_total": 85, "faq": [ { "q": "How many financial advisory firms are there in Plano, TX?", "a": "AdvisorCensus lists 85 investment advisory firms with a principal office in Plano, Texas (part of the Dallas metro area), from Form ADV filings as of October 2026: 38 SEC-registered, 28 state-registered, and 19 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Plano, TX?", "a": "21 of the 85 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Plano, TX offer financial planning?", "a": "46 of the 66 firms in Plano, TX that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Plano, TX fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 21 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 85 investment advisory firms with a principal office in Plano, Texas (part of the Dallas metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Dallas metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Plano, TX: 85 firms from Form ADV filings as of October 2026.", "total_firms": 85, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 38, "state": 28, "exempt": 19 }, "fee_model_mix": [ { "code": "fee-only", "count": 21 }, { "code": "percentage_of_aum", "count": 62 }, { "code": "hourly", "count": 29 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 39 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 11 }, { "code": "other", "count": 7 }, { "code": "not_reported", "count": 19 } ], "years_registered_distribution": [ { "code": "under_5", "count": 44 }, { "code": "5_to_9", "count": 15 }, { "code": "10_to_19", "count": 16 }, { "code": "20_plus", "count": 8 }, { "code": "not_reported", "count": 2 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 18 }, { "code": "25m_100m", "count": 8 }, { "code": "100m_500m", "count": 21 }, { "code": "500m_1b", "count": 7 }, { "code": "1b_5b", "count": 5 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 24 } ], "firms": [ { "crd_number": 334893, "name": "Aceeda Wealth Management, Inc.", "name_as_filed": "ACEEDA WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/aceeda-wealth-management-inc-plano-tx-334893", "city": "Plano", "state": "TX", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 334372, "name": "Actio Capital Manager, LLC", "name_as_filed": "ACTIO CAPITAL MANAGER, LLC", "url": "https://advisorcensus.com/firm/actio-capital-manager-llc-plano-tx-334372", "city": "Plano", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 143002, "name": "Alphaengine Global Investment Solution LLC", "name_as_filed": "ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC", "url": "https://advisorcensus.com/firm/alphaengine-global-investment-solution-llc-plano-tx-143002", "city": "Plano", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 105967, "name": "Asset Management Corporation", "name_as_filed": "ASSET MANAGEMENT CORPORATION", "url": "https://advisorcensus.com/firm/asset-management-corporation-plano-tx-105967", "city": "Plano", "state": "TX", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 326006, "name": "Astra Wealth Management Group", "name_as_filed": "ASTRA WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/astra-wealth-management-group-plano-tx-326006", "city": "Plano", "state": "TX", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342310, "name": "Banbridge Management, LLC", "name_as_filed": "BANBRIDGE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/banbridge-management-llc-plano-tx-342310", "city": "Plano", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 269900, "name": "Bbae Advisors LLC", "name_as_filed": "BBAE ADVISORS LLC", "url": "https://advisorcensus.com/firm/bbae-advisors-llc-plano-tx-269900", "city": "Plano", "state": "TX", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 309290, "name": "BDJ Wealth Management LLC", "name_as_filed": "BDJ WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bdj-wealth-management-llc-plano-tx-309290", "city": "Plano", "state": "TX", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 342610, "name": "BMP II Katydid Management, LLC", "name_as_filed": "BMP II KATYDID MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bmp-ii-katydid-management-llc-plano-tx-342610", "city": "Plano", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326936, "name": "Caishen Financial", "name_as_filed": "CAISHEN FINANCIAL", "url": "https://advisorcensus.com/firm/caishen-financial-plano-tx-326936", "city": "Plano", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170672, "name": "Caprock Capital Advisors Inc.", "name_as_filed": "CAPROCK CAPITAL ADVISORS INC.", "url": "https://advisorcensus.com/firm/caprock-capital-advisors-inc-plano-tx-170672", "city": "Plano", "state": "TX", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 44970, "name": "Catalyst Strategic Solutions", "name_as_filed": "CATALYST STRATEGIC SOLUTIONS", "url": "https://advisorcensus.com/firm/catalyst-strategic-solutions-plano-tx-44970", "city": "Plano", "state": "TX", "years_registered": 36, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307513, "name": "CMG Wealth Management", "name_as_filed": "CMG WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cmg-wealth-management-plano-tx-307513", "city": "Plano", "state": "TX", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 115974, "name": "Crescent Advisor Group, Inc.", "name_as_filed": "CRESCENT ADVISOR GROUP, INC.", "url": "https://advisorcensus.com/firm/crescent-advisor-group-inc-plano-tx-115974", "city": "Plano", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331945, "name": "Crescent Investment Solutions LLC", "name_as_filed": "CRESCENT INVESTMENT SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/crescent-investment-solutions-llc-plano-tx-331945", "city": "Plano", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 135281, "name": "Dash Investments", "name_as_filed": "DASH INVESTMENTS", "url": "https://advisorcensus.com/firm/dash-investments-plano-tx-135281", "city": "Plano", "state": "TX", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289771, "name": "Deramus Wealth Management, LLC", "name_as_filed": "DERAMUS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/deramus-wealth-management-llc-plano-tx-289771", "city": "Plano", "state": "TX", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 226519, "name": "Eubank, Hutson & Associates, LLC", "name_as_filed": "EUBANK, HUTSON & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/eubank-hutson-and-associates-llc-plano-tx-226519", "city": "Plano", "state": "TX", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 290736, "name": "Family Wealth Coaching, LLC", "name_as_filed": "FAMILY WEALTH COACHING, LLC", "url": "https://advisorcensus.com/firm/family-wealth-coaching-llc-plano-tx-290736", "city": "Plano", "state": "TX", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288288, "name": "Farmer, Randolph W.", "name_as_filed": "FARMER, RANDOLPH W.", "url": "https://advisorcensus.com/firm/farmer-randolph-w-plano-tx-288288", "city": "Plano", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334503, "name": "Financial Excavation", "name_as_filed": "FINANCIAL EXCAVATION", "url": "https://advisorcensus.com/firm/financial-excavation-plano-tx-334503", "city": "Plano", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107342, "name": "Fisher Investments", "name_as_filed": "FISHER INVESTMENTS", "url": "https://advisorcensus.com/firm/fisher-investments-plano-tx-107342", "city": "Plano", "state": "TX", "years_registered": 39, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 332867, "name": "Flood Tide Capital Management LLC", "name_as_filed": "FLOOD TIDE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/flood-tide-capital-management-llc-plano-tx-332867", "city": "Plano", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 150742, "name": "Freshfield Capital, LLC", "name_as_filed": "FRESHFIELD CAPITAL, LLC", "url": "https://advisorcensus.com/firm/freshfield-capital-llc-plano-tx-150742", "city": "Plano", "state": "TX", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159099, "name": "Fulcrum Wealth Management", "name_as_filed": "FULCRUM WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/fulcrum-wealth-management-plano-tx-159099", "city": "Plano", "state": "TX", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310697, "name": "Gordon Oak Financial, LLC", "name_as_filed": "GORDON OAK FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/gordon-oak-financial-llc-plano-tx-310697", "city": "Plano", "state": "TX", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 316414, "name": "Gurufocus Investments, LLC", "name_as_filed": "GURUFOCUS INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/gurufocus-investments-llc-plano-tx-316414", "city": "Plano", "state": "TX", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 309802, "name": "Helping Hand RIA, LLC", "name_as_filed": "HELPING HAND RIA, LLC", "url": "https://advisorcensus.com/firm/helping-hand-ria-llc-plano-tx-309802", "city": "Plano", "state": "TX", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 333883, "name": "In-Christ Asset Management, LLC", "name_as_filed": "IN-CHRIST ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/in-christ-asset-management-llc-plano-tx-333883", "city": "Plano", "state": "TX", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 153635, "name": "Insight Wealth Partners", "name_as_filed": "INSIGHT WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/insight-wealth-partners-plano-tx-153635", "city": "Plano", "state": "TX", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132594, "name": "Intelliwealth Financial Advisors, Ltd", "name_as_filed": "INTELLIWEALTH FINANCIAL ADVISORS, LTD", "url": "https://advisorcensus.com/firm/intelliwealth-financial-advisors-ltd-plano-tx-132594", "city": "Plano", "state": "TX", "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290740, "name": "Interlinc Financial Advisors, Inc.", "name_as_filed": "INTERLINC FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/interlinc-financial-advisors-inc-plano-tx-290740", "city": "Plano", "state": "TX", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 163974, "name": "Kicking Horse Investment Management, LLC", "name_as_filed": "KICKING HORSE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kicking-horse-investment-management-llc-plano-tx-163974", "city": "Plano", "state": "TX", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 336114, "name": "Knode Wealth Management LLC", "name_as_filed": "KNODE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/knode-wealth-management-llc-plano-tx-336114", "city": "Plano", "state": "TX", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287835, "name": "Lake Whillans Capital Partners LLC", "name_as_filed": "LAKE WHILLANS CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/lake-whillans-capital-partners-llc-plano-tx-287835", "city": "Plano", "state": "TX", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 108541, "name": "Legacy Consulting Group", "name_as_filed": "LEGACY CONSULTING GROUP", "url": "https://advisorcensus.com/firm/legacy-consulting-group-plano-tx-108541", "city": "Plano", "state": "TX", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 118187, "name": "Legacy Harbor", "name_as_filed": "LEGACY HARBOR", "url": "https://advisorcensus.com/firm/legacy-harbor-plano-tx-118187", "city": "Plano", "state": "TX", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114276, "name": "Lifeway Financial Corporation", "name_as_filed": "LIFEWAY FINANCIAL CORPORATION", "url": "https://advisorcensus.com/firm/lifeway-financial-corporation-plano-tx-114276", "city": "Plano", "state": "TX", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147118, "name": "Luke Financial Company, LLC", "name_as_filed": "LUKE FINANCIAL COMPANY, LLC", "url": "https://advisorcensus.com/firm/luke-financial-company-llc-plano-tx-147118", "city": "Plano", "state": "TX", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307821, "name": "Lydia Partners Management, LLC", "name_as_filed": "LYDIA PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lydia-partners-management-llc-plano-tx-307821", "city": "Plano", "state": "TX", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289049, "name": "Marienplatz Wealth Management LLC", "name_as_filed": "MARIENPLATZ WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/marienplatz-wealth-management-llc-plano-tx-289049", "city": "Plano", "state": "TX", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332932, "name": "Matador Realty Investments", "name_as_filed": "MATADOR REALTY INVESTMENTS", "url": "https://advisorcensus.com/firm/matador-realty-investments-plano-tx-332932", "city": "Plano", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162625, "name": "Milestone Wealth Strategies", "name_as_filed": "MILESTONE WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/milestone-wealth-strategies-plano-tx-162625", "city": "Plano", "state": "TX", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339529, "name": "Montgomery Capital Advisers", "name_as_filed": "MONTGOMERY CAPITAL ADVISERS", "url": "https://advisorcensus.com/firm/montgomery-capital-advisers-plano-tx-339529", "city": "Plano", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 152841, "name": "Moss, Luse & Womble, LLC", "name_as_filed": "MOSS, LUSE & WOMBLE, LLC", "url": "https://advisorcensus.com/firm/moss-luse-and-womble-llc-plano-tx-152841", "city": "Plano", "state": "TX", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": 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