Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Plano, TX
Every SEC-registered financial advisor at a firm office in Plano who lists the Certified Financial Planner designation, A to Z.
259 CFP professionals work in Plano; the most are at Fisher Investments (64). 93 are also registered broker representatives.
CFP advisors in Plano, A to Z
Every advisor in Plano →- Vincent A. AbbatielloFisher Investments · Certified Financial Planner
- Dario AguilarUBS Financial Services Inc. · Certified Financial Planner
- Timothy B. AkersMission Wealth Management, LP · Certified Financial Planner
- Jesus M. Amador Jr.Fisher Investments · Certified Financial Planner
- Glen D. AmasonVanguard Advisers, Inc. · Certified Financial Planner
- Chase G. AmisFisher Investments · Certified Financial Planner
- Richmond K. AmponsahFisher Investments · Certified Financial Planner
- Brandon J. AndersonAstra Wealth Management Group · Certified Financial Planner
- Andrew R. AucesFisher Investments · Certified Financial Planner
- Donald W. BaileyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Gavin R. BakerParkway Wealth Management Group, LLC · Certified Financial Planner
- Tamlyn R. BakerParkway Wealth Management Group, LLC · Certified Financial Planner
- Xexilia BarajasJ.P. Morgan Securities LLC · Certified Financial Planner
- Kirk J. BarrettFarther · Certified Financial Planner
- Douglas M. BartolNexus One Financial Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew W. BaumannFisher Investments · Certified Financial Planner
- Spencer BelnapFisher Investments · Certified Financial Planner
- Carl W. BenderVanguard Advisers, Inc. · Certified Financial Planner
- Christopher J. BenignoFisher Investments · Certified Financial Planner, Chartered Financial Analyst
- Sary BenzviVanguard Advisers, Inc. · Certified Financial Planner
- Crystal L. BillingSfmg Wealth Advisors · Certified Financial Planner
- Brandan J. BindelEdward Jones · Certified Financial Planner
- William K. BirdFisher Investments · Certified Financial Planner
- Robert D. BlairPeak American Investment Advisors, Inc. · Certified Financial Planner
- Ryan J. BlairSfmg Wealth Advisors · Certified Financial Planner
- Tenisha BlairEdward Jones · Certified Financial Planner
- Todd J. BloomAmeriprise Financial Services, LLC · Certified Financial Planner
- Michael BollingerBollinger Wealth Management LLC · Certified Financial Planner
- Tobias C. BondMariner · Certified Financial Planner
- Josh M. BotanaStrategic Advisers LLC · Certified Financial Planner
- John R. BourgeoisEdward Jones · Certified Financial Planner
- Nathaniel K. BowmanFisher Investments · Certified Financial Planner
- Chris BrefeldFisher Investments · Certified Financial Planner
- Katie W. BrewerYour Richest Life · Certified Financial Planner
- Bethlyn R. BrookesFisher Investments · Certified Financial Planner
- Christopher A. BrunoJ.P. Morgan Securities LLC · Certified Financial Planner
- Jayme BurkUBS Financial Services Inc. · Certified Financial Planner
- Donald H. Burks Jr.Knights Of Columbus Asset Advisors LLC · Certified Financial Planner
- Tyler J. BurtscherMariner · Certified Financial Planner
- Brian A. ByrneFisher Investments · Certified Financial Planner
- Nora Calderon GilVanguard Advisers, Inc. · Certified Financial Planner
- Cody CaldwellMoss, Luse & Womble, LLC · Certified Financial Planner
- Stacy R. CarringtonEdward Jones · Certified Financial Planner
- Travis D. CarterInsight Wealth Partners · Certified Financial Planner
- George A. Centeno Jr.Vanguard Advisers, Inc. · Certified Financial Planner
- Natalie L. ChandlerRetirement Planners Of America · Certified Financial Planner
- John J. Checki Jr.Osaic Wealth, Inc. · Certified Financial Planner
- Spencer C. ChristiansenFisher Investments · Certified Financial Planner
- Michael A. ColelloFisher Investments · Certified Financial Planner
- Jason CollinsJ.P. Morgan Securities LLC · Certified Financial Planner
- Christopher D. ColonParkway Wealth Management Group, LLC · Certified Financial Planner
- Braxton B. Comer IIBragg Comer Financial Advisors, LLC · Certified Financial Planner
- Matthew G. CovelliVanguard Advisers, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Michael C. CowlesSfmg Wealth Advisors · Certified Financial Planner
- Jarrod P. CrawfordVanguard Advisers, Inc. · Certified Financial Planner
- Kayla A. CreamerMariner · Certified Financial Planner, Chartered Financial Consultant
- Robert J. CruzStrategic Advisers LLC · Certified Financial Planner
- Michael L. DanielsMariner · Certified Financial Planner
- Robert N. DavisFisher Investments · Certified Financial Planner
- Samantha A. DavisFisher Investments · Certified Financial Planner
- Dylan E. DelacruzVanguard Advisers, Inc. · Certified Financial Planner
- Devin J. DelappSfmg Wealth Advisors · Certified Financial Planner
- Jason W. DempseyUsaa Investment Services Company · Certified Financial Planner
- Bruce B. DieterlenUBS Financial Services Inc. · Certified Financial Planner
- Brendan L. DoveMorgan Stanley · Certified Financial Planner
- David S. DrydenInsight Wealth Partners · Certified Financial Planner, Chartered Financial Consultant
- David B. DrydenInsight Wealth Partners · Certified Financial Planner
- Brent J. DunnSchlegel Dunn LLC · Certified Financial Planner
- Mary E. DuplantierMariner · Certified Financial Planner
- Andrew W. DupontVanguard Advisers, Inc. · Certified Financial Planner
- Charles D. Dyer Jr.Retirement Planners Of America · Certified Financial Planner
- William C. EastlandStrategic Advisers LLC · Certified Financial Planner
- David J. EdwardsJ.P. Morgan Securities LLC · Certified Financial Planner
- Ihab ElibiaryJ.P. Morgan Securities LLC · Certified Financial Planner
- Sharon EllingtonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Gavin W. EllisFisher Investments · Certified Financial Planner
- Justin L. ElsburyFisher Investments · Certified Financial Planner
- Stephen M. EngelsCmg Wealth Management · Certified Financial Planner
- Devin J. EnsingFisher Investments · Certified Financial Planner, Chartered Financial Analyst
- Michelle J. EricksonFisher Investments · Certified Financial Planner
- Adam R. EugeneFisher Investments · Certified Financial Planner
- Ian A. EvansMoss, Luse & Womble, LLC · Certified Financial Planner
- Michael R. EyermannFisher Investments · Certified Financial Planner
- Paul L. FahrenwaldEdward Jones · Certified Financial Planner
- David R. FaulknerSpectrum Advisors, Inc. · Certified Financial Planner
- Ryan C. FergusonInsight Wealth Partners · Certified Financial Planner
- William C. FergusonFocus Partners Wealth, LLC · Certified Financial Planner
- Matthew T. FichtelFisher Investments · Certified Financial Planner
- Valerie A. FieldStrategic Financial Planning, Inc. · Certified Financial Planner
- Joel M. FiscusFisher Investments · Certified Financial Planner
- Laura B. Fleites RodriguezHilltop Securities Inc. · Certified Financial Planner
- Kevin J. FloydNfwm · Certified Financial Planner, Chartered Financial Analyst
- Eric R. FrancisVanguard Advisers, Inc. · Certified Financial Planner
- Trevor J. FreemanMoss, Luse & Womble, LLC · Certified Financial Planner
- Kirk R. FrickeCetera Investment Advisers LLC · Certified Financial Planner
- David P. GambleSfmg Wealth Advisors · Certified Financial Planner
- Maxwell GilliamFisher Investments · Certified Financial Planner
- Dahlia H. GoldbergMariner · Certified Financial Planner
- Ryan P. GoodmanFisher Investments · Certified Financial Planner
- Kyle GrabenstetterMariner · Certified Financial Planner
- Craig M. GreenwaySfmg Wealth Advisors · Certified Financial Planner
- Rush P. GriffithVanguard Advisers, Inc. · Certified Financial Planner
- Adam M. GulledgeFisher Investments · Certified Financial Planner
- Robert T. GumpVanguard Advisers, Inc. · Certified Financial Planner
- Vincent M. GutierrezVanguard Advisers, Inc. · Certified Financial Planner
- Joshua D. HargroveInsight Wealth Partners · Certified Financial Planner
- John Cameron P. HarperFisher Investments · Certified Financial Planner
- Nicole J. HaseltineFisher Investments · Certified Financial Planner
- Tyler W. HastingsParkway Wealth Management Group, LLC · Certified Financial Planner
- Grayson S. HatfieldMoss, Luse & Womble, LLC · Certified Financial Planner
- Paul J. HensleyVanguard Advisers, Inc. · Certified Financial Planner
- Nicholas O. HeremUBS Financial Services Inc. · Certified Financial Planner
- Andrew HerzogThe Watchman Group, Inc. · Certified Financial Planner
- Tyrus R. HillStrategic Advisers LLC · Certified Financial Planner
- Nathan T. HilliardMoss, Luse & Womble, LLC · Certified Financial Planner
- Kenneth M. HodgesMariner · Certified Financial Planner
- Jacob J. HoetingVanguard Advisers, Inc. · Certified Financial Planner
- Austin HoganFisher Investments · Certified Financial Planner
- Winifred HolzwarthStrategic Advisers LLC · Certified Financial Planner
- Vanessa A. HouleFisher Investments · Certified Financial Planner
- Erika J. HowellMoss, Luse & Womble, LLC · Certified Financial Planner
- Joshua T. HubmanFisher Investments · Certified Financial Planner
- Daniel M. HuynhStrategic Advisers LLC · Certified Financial Planner
- Brianne M. ImperialUBS Financial Services Inc. · Certified Financial Planner
- Eric W. IseleyFisher Investments · Certified Financial Planner
- Kevin JacksonMariner · Certified Financial Planner
- Scott C. JamesFisher Investments · Certified Financial Planner
- Shawn C. JensenFisher Investments · Certified Financial Planner
- Chad W. JohnsonSpartan Wealth Solutions LLC · Certified Financial Planner
- Darcy J. JonesCharles Schwab & Co., Inc. · Certified Financial Planner
- Maya M. KatzmanOsaic Wealth, Inc. · Certified Financial Planner
- Miles N. KellumMoss, Luse & Womble, LLC · Certified Financial Planner
- Don H. KhieuTransamerica Financial Advisors, LLC · Certified Financial Planner
- Patrick A. KimbroughMariner · Certified Financial Planner
- Avery J. KlatskySfmg Wealth Advisors · Certified Financial Planner
- Robert C. KnodeKnode Wealth Management LLC · Certified Financial Planner
- Andrew C. KnottsFisher Investments · Certified Financial Planner
- Sanae KobayashiVanguard Advisers, Inc. · Certified Financial Planner
- Brittney E. KolesarAres Financial Consulting LLC · Certified Financial Planner
- Carly R. KotlarskiFisher Investments · Certified Financial Planner
- Clifford T. KwanRetirement Planners Of America · Certified Financial Planner
- Harry A. LarosiliereUBS Financial Services Inc. · Certified Financial Planner
- Bryan K. LeeStrategic Financial Planning, Inc. · Certified Financial Planner
- Stephen L. LegareFisher Investments · Certified Financial Planner
- Amanda C. LeplaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Roger A. LinderLPL Financial LLC · Certified Financial Planner
- Jeffrey M. LloydVanguard Advisers, Inc. · Certified Financial Planner
- Marisa L. LockhartCaprock Capital Advisors Inc. · Certified Financial Planner
- Jacob W. LundyCharles Schwab & Co., Inc. · Certified Financial Planner
- Michael J. LutzRetirement Planners Of America · Certified Financial Planner
- Jeffrey K. MaceFisher Investments · Certified Financial Planner
- Brennan J. MaloneFisher Investments · Certified Financial Planner
- Christopher B. MankoffLPL Financial LLC · Certified Financial Planner
- Michael V. MannaBok Financial Securities, Inc. · Certified Financial Planner
- Abraham P. Mansour Sr.Advisor Resource Council · Certified Financial Planner
- Kevin M. McCabeFisher Investments · Certified Financial Planner
- Douglas W. McCulleyFocus Partners Wealth, LLC · Certified Financial Planner
- Christopher J. McDonaldFisher Investments · Certified Financial Planner
- Daniel J. McGuireRetirement Planners Of America · Certified Financial Planner
- Gerrond D. McKeeLifeway Financial Corporation · Certified Financial Planner
- Frederick W. MeansFisher Investments · Certified Financial Planner
- Narra E. MegliFisher Investments · Certified Financial Planner, Chartered Financial Analyst
- Jimmy R. MiddlebrookAmeriprise Financial Services, LLC · Certified Financial Planner
- Dustin J. MillerFisher Investments · Certified Financial Planner
- Samuel D. MitchellBeacon Pointe Advisors, LLC · Certified Financial Planner
- William L. MixdorfRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kenneth A. MoraifRetirement Planners Of America · Certified Financial Planner
- Jeffrey M. MossMoss, Luse & Womble, LLC · Certified Financial Planner
- Matthew J. MurphyFisher Investments · Certified Financial Planner
- Nicholas A. MustoFisher Investments · Certified Financial Planner
- Colby Neal-TanStrategic Advisers LLC · Certified Financial Planner
- Benjamin S. NewportRetirement Planners Of America · Certified Financial Planner
- Francois H. NieuwoudtFisher Investments · Certified Financial Planner
- James T. NippSfmg Wealth Advisors · Certified Financial Planner
- Matthew A. NorthcuttEdward Jones · Certified Financial Planner
- Nicholas J. NowakowskiVanguard Advisers, Inc. · Certified Financial Planner
- Dustin W. NunleyMoss, Luse & Womble, LLC · Certified Financial Planner
- Chris OberlingParkway Wealth Management Group, LLC · Certified Financial Planner
- Michaela G. PabloFisher Investments · Certified Financial Planner
- James P. PacholekCmg Wealth Management · Certified Financial Planner
- Joshua G. PalmerLPL Financial LLC · Certified Financial Planner
- Eric H. PalpacuerFisher Investments · Certified Financial Planner
- Lony F. ParkerVanguard Advisers, Inc. · Certified Financial Planner
- Thomas S. PeelCharles Schwab & Co., Inc. · Certified Financial Planner
- Chandler M. PetersonFocus Partners Wealth, LLC · Certified Financial Planner
- Viet T. PhanUBS Financial Services Inc. · Certified Financial Planner
- Andrew J. PhillipsJ.P. Morgan Securities LLC · Certified Financial Planner
- Francis J. PhillipsFisher Investments · Certified Financial Planner
- Maria A. Pico-BennettFisher Investments · Certified Financial Planner
- Todd C. PniewskiTbms Wealth LLC · Certified Financial Planner
- Shannon T. PopeSfmg Wealth Advisors · Certified Financial Planner
- Ross A. PowellInsight Wealth Partners · Certified Financial Planner
- John W. PurvisVanguard Advisers, Inc. · Certified Financial Planner
- Kevin RackersEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Laura K. RagsdaleInsight Wealth Partners · Certified Financial Planner
- Jon M. ReppertSpectrum Advisors, Inc. · Certified Financial Planner
- Antonio RheeOne Capital Management, LLC · Certified Financial Planner
- Collin S. Robinson Jr.Vanguard Advisers, Inc. · Certified Financial Planner
- Michael S. RodriguezVanguard Advisers, Inc. · Certified Financial Planner
- Haley R. RodriquesBeacon Pointe Advisors, LLC · Certified Financial Planner
- Tammia D. RoweJ.P. Morgan Securities LLC · Certified Financial Planner
- Christie M. RussellPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Rusty M. RutledgeVanguard Advisers, Inc. · Certified Financial Planner
- Stephen SaladrigasVanguard Advisers, Inc. · Certified Financial Planner
- Jorge A. SalinasFisher Investments · Certified Financial Planner
- Thomas M. SalvatierraFisher Investments · Certified Financial Planner
- Adalberto SantaellaEdward Jones · Certified Financial Planner
- Kyle A. SasakiFisher Investments · Certified Financial Planner
- Andrew M. ScatesFisher Investments · Certified Financial Planner
- Scott J. SchlegelSchlegel Dunn LLC · Certified Financial Planner
- Steven T. SchlegelSchlegel Dunn LLC · Certified Financial Planner
- Drew W. SchlotterVanguard Advisers, Inc. · Certified Financial Planner
- Jennifer Y. SchmittLegacy Consulting Group · Certified Financial Planner
- Shashin G. ShahSfmg Wealth Advisors · Certified Financial Planner, Chartered Financial Analyst
- Roger A. ShakeLegacy Consulting Group · Certified Financial Planner
- Kaitlyn G. SimmonsBeacon Pointe Advisors, LLC · Certified Financial Planner
- Scott K. SmithEdward Jones · Certified Financial Planner
- Wayne Smith IIIInsight Wealth Partners · Certified Financial Planner
- Elizabeth A. Smith RiveraVanguard Advisers, Inc. · Certified Financial Planner
- Daniel SonStrategic Advisers LLC · Certified Financial Planner
- Daniel L. SpeerFisher Investments · Certified Financial Planner, Chartered Financial Consultant
- Richard C. StainsbyWealthstar Advisors, LLC · Certified Financial Planner
- Conor E. StantonFisher Investments · Certified Financial Planner
- Mark S. StegmanInsight Wealth Partners · Certified Financial Planner
- Alexander StempkoskiFisher Investments · Certified Financial Planner
- Barry L. StockdaleAmeriprise Financial Services, LLC · Certified Financial Planner
- Scott A. StocktonWealthstar Advisors, LLC · Certified Financial Planner
- Alex R. Stowe Jr.Avior Wealth Management, LLC · Certified Financial Planner
- Kyle M. SummervilleMoss, Luse & Womble, LLC · Certified Financial Planner
- Daniel S. TarshaTexwealth · Certified Financial Planner
- Cameron M. TeelMoss, Luse & Womble, LLC · Certified Financial Planner
- Tyler J. TenneySfmg Wealth Advisors · Certified Financial Planner
- Charles M. ThomasSfmg Wealth Advisors · Certified Financial Planner
- Brent C. ThompsonVanguard Advisers, Inc. · Certified Financial Planner
- Omar A. TovarVanguard Advisers, Inc. · Certified Financial Planner
- Christopher T. TrosethThe Watchman Group, Inc. · Certified Financial Planner
- Robert TunnellRetirement Planners Of America · Certified Financial Planner
- John A. VandesteegMariner · Certified Financial Planner
- Steven M. VanhornVanguard Advisers, Inc. · Certified Financial Planner
- Trent E. VassbergFisher Investments · Certified Financial Planner
- Michael J. VestalCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Ross C. Von MindenFisher Investments · Certified Financial Planner
- Steven G. WachsLegacy Consulting Group · Certified Financial Planner
- Alexander R. WagnerMoss, Luse & Womble, LLC · Certified Financial Planner
- Jefferson R. WangGordon Oak Financial, LLC · Certified Financial Planner
- James J. WardBeacon Pointe Advisors, LLC · Certified Financial Planner
- James D. WardCetera Investment Advisers LLC · Certified Financial Planner, Personal Financial Specialist
- Roddy W. WarrenAstra Wealth Management Group · Certified Financial Planner
- James L. WatermanEdward Jones · Certified Financial Planner
- Elizabeth N. WatkinsonVanguard Advisers, Inc. · Certified Financial Planner
- H G. WeilCharles Schwab & Co., Inc. · Certified Financial Planner
- Steven D. WhiteFisher Investments · Certified Financial Planner
- Eric R. WitteBeacon Pointe Advisors, LLC · Certified Financial Planner
- Jeffrey R. WolfWealthstar Advisors, LLC · Certified Financial Planner
- Michael A. WombleMoss, Luse & Womble, LLC · Certified Financial Planner
- Risdon E. Woodard IIILPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Santiago P. WorkmanFisher Investments · Certified Financial Planner
- Michelle R. YoungUsaa Investment Services Company · Certified Financial Planner
- Hongmei YuVanguard Advisers, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Plano
Fisher Investments 64Vanguard Advisers, Inc. 31Moss, Luse & Womble, LLC 13Sfmg Wealth Advisors 12Mariner 11Edward Jones 10Insight Wealth Partners 9Retirement Planners Of America 8Strategic Advisers LLC 8J.P. Morgan Securities LLC 7UBS Financial Services Inc. 7Beacon Pointe Advisors, LLC 5Parkway Wealth Management Group, LLC 5Charles Schwab & Co., Inc. 4LPL Financial LLC 4
CFP advisors in other Texas cities
All of Texas →Houston 620Dallas 565Austin 545Fort Worth 193San Antonio 187Westlake 153The Woodlands 87Southlake 58Frisco 57Sugar Land 44Lubbock 40Richardson 33Georgetown 32Addison 31Allen 29McKinney 29Katy 28Arlington 27College Station 25Amarillo 23El Paso 22Flower Mound 22New Braunfels 22Round Rock 22
Questions
How many CFP financial advisors are in Plano, TX?
259 SEC-registered investment adviser representatives at firm offices in Plano, Texas list the CFP designation; Fisher Investments employs the most of them (64).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Plano?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.