Ways to browse advisors serving Plano, TX

Pick a specialty or descriptor to browse more advisors serving Plano, TX.

By how they work

Type	Advisors
Large-firm	8,038
Flat-fee	3,630
Seasoned	2,651
Independent	2,369
CFP®-certified	1,348

By who they serve

Type	Advisors
High-net-worth	4,272
Baby Boomer	93
Gen X	10
Millennial	10

Browse by specialty

Find advisors serving Plano, TX who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	7,898
Executive	5,921
Tax-loss harvesting	4,651
Active portfolio management	3,727
Wealth management	3,330
Options & derivatives strategies	3,126
ESG / Sustainable investing	3,104
Concentrated stock management	2,872
Retired	2,519
Retirement plans for business owners (SEP, solo 401k)	2,072
Retirement income strategy	1,590
Private / alternative investments	1,240
General retirement planning	1,226
Mid-Career Professionals	1,188
Approaching retirement	1,035
HENRY (High Earners, Not Rich Yet)	991
General estate planning guidance	986
College savings (529s, UTMA, etc.)	954
Charitable giving & philanthropy	706
Cash flow / budgeting	633
Income planning	614
Business exit / sale strategy	573
Annuities	561
Social Security optimization	386
Equity compensation tax strategy	369
Passive / index investing	348
Multi-generational wealth transfer	292
Real estate investing	291
Retirement withdrawal strategies	275
Educators, Teachers, and Academics	237
Tax strategies for small businesses	221
Business ownership considerations	198
Business succession planning	172
Divorce financial planning	162
Financial Professional	155
Intergenerational Families	148
Business sale tax planning	133
General tax planning	131
Established Professionals	124
Attorney	122
Self-Employed	110
Women Professionals	102
Dentist	97
Divorced	90
Married/Couples/Partners	85
Parents	72
Family Business	70
Long-term care insurance	68
Debt management	61
Values-based investing	53
Life insurance needs analysis	47
Factor investing / smart beta	40
Technology Professional	39
Planning for children with special needs	37
Young Professionals	35
Doctor or Medical Professional	32
Religious/faith focused	31
Christian Faith Based	30
Liquidity event planning	25
Equity Recipients (RS/RSU, SOP, ESPP)	24
Young Families	23
Airline Pilot	22
Business Financial Management	21
Oil & Gas	18
Medicare planning	17
Military & Veterans	17
LGBTQIA	14
Retired	13
Charitable giving tax strategies	11
Disability insurance	11
Exec comp design	10
Startup equity planning	9
Roth conversion strategy	5
Stock option exercise strategy	5
Government Employee	3

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