Top Financial Advisors in Plano, TX

Q: How much does a financial advisor cost in Plano?

The median advisory fee in Plano, TX is 1.50% of assets under management.

Q: How many fee-only advisors are in Plano?

There are 1,065 fee-only financial advisors in Plano, TX, representing 46.8% of all advisors in the area.

1,065 fee-only248 CFP certifiedMedian fee: 1.50% on $500K

Top Advisors in Plano

CFP

Median Advisor Fee

Plano1.50%

National1.25%

20% above the national median

Portfolio: $500K

$0$500K$1M$5M$20M

Compensation Types

Fee-Only46.8%

Includes Commission53.2%

Top Credentials

CFP248 advisors

CFA41 advisors

Frequently Asked Questions

How much does a financial advisor cost in Plano?

The median advisory fee in Plano, TX is 1.50% of assets under management. This is 20% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Plano?

There are 1,065 fee-only financial advisors in Plano, TX, representing 46.8% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Plano financial advisor?

The most common professional designation among Plano advisors is the CFP (Certified Financial Planner), held by 248 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.