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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Plano, TX.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

19 financial advisors34 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

34 advisory firmsCompare public facts. Verify experience directly.
19 financial advisors34 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ASTRA WEALTH MANAGEMENT GROUPCRD 326006

Advisory firm

Filed advisory firm office: Plano, TX

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPension consulting services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BBAE ADVISORS LLCCRD 269900

Advisory firm

Filed advisory firm office: Plano, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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CATALYST STRATEGIC SOLUTIONSCRD 44970

Advisory firm

Filed advisory firm office: Plano, TX

Filed firm type: Registered

Banking or thrift institutionsPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CMG WEALTH MANAGEMENTCRD 307513

Advisory firm

Filed advisory firm office: Plano, TX

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CRESCENT ADVISOR GROUP, INC.CRD 115974

Advisory firm

Filed advisory firm office: Plano, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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EUBANK, HUTSON & ASSOCIATES, LLCCRD 226519

Advisory firm

Filed advisory firm office: Plano, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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FISHER INVESTMENTSCRD 107342

Advisory firm

Filed advisory firm office: Plano, TX

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FULCRUM WEALTH MANAGEMENTCRD 159099

Advisory firm

Filed advisory firm office: Plano, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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GURUFOCUS INVESTMENTS, LLCCRD 316414

Advisory firm

Filed advisory firm office: Plano, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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INSIGHT WEALTH PARTNERSCRD 153635

Advisory firm

Filed advisory firm office: Plano, TX

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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LAKE WHILLANS CAPITAL PARTNERS LLCCRD 287835

Advisory firm

Filed advisory firm office: Plano, TX

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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LEGACY CONSULTING GROUPCRD 108541

Advisory firm

Filed advisory firm office: Plano, TX

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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LIFEWAY FINANCIAL CORPORATIONCRD 114276

Advisory firm

Filed advisory firm office: Plano, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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MOSS, LUSE & WOMBLE, LLCCRD 152841

Advisory firm

Filed advisory firm office: Plano, TX

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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NEXUS ONE FINANCIAL ADVISORS LLCCRD 336809

Advisory firm

Filed advisory firm office: Plano, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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NFWMCRD 317406

Advisory firm

Filed advisory firm office: Plano, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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PARKWAY WEALTH MANAGEMENT GROUP, LLCCRD 333971

Advisory firm

Filed advisory firm office: Plano, TX

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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PEAK AMERICAN INVESTMENT ADVISORS, INC.CRD 145056

Advisory firm

Filed advisory firm office: Plano, TX

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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PMG FAMILY OFFICE, LLCCRD 312154

Advisory firm

Filed advisory firm office: Plano, TX

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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RETIREMENT PLANNERS OF AMERICACRD 157222

Advisory firm

Filed advisory firm office: Plano, TX

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GUIDE

How to choose a financial advisor

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Understand financial advisor fees

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Questions for your first advisor meeting

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Check financial advisor credentials

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