Ways to browse CFP®-certified advisors serving Plano, TX

Pick a specialty to browse more CFP®-certified advisors serving Plano, TX.

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	954
Executive	605
Wealth management	512
Retired	486
Retirement plans for business owners (SEP, solo 401k)	450
Tax-loss harvesting	408
Private / alternative investments	328
Options & derivatives strategies	297
Retirement income strategy	282
ESG / Sustainable investing	245
Active portfolio management	232
General retirement planning	223
College savings (529s, UTMA, etc.)	184
Concentrated stock management	183
Charitable giving & philanthropy	172
Business exit / sale strategy	146
Annuities	121
Approaching retirement	99
Cash flow / budgeting	98
Income planning	88
General estate planning guidance	79
Passive / index investing	77
HENRY (High Earners, Not Rich Yet)	76
Real estate investing	58
Multi-generational wealth transfer	57
Business succession planning	55
General tax planning	55
Established Professionals	53
Mid-Career Professionals	52
Social Security optimization	49
Business ownership considerations	45
Tax strategies for small businesses	43
Retirement withdrawal strategies	40
Equity compensation tax strategy	32
Women Professionals	31
Divorce financial planning	29
Family Business	25
Business sale tax planning	23
Life insurance needs analysis	21
Dentist	19
Christian Faith Based	18
Divorced	18
Attorney	16
Values-based investing	16
Doctor or Medical Professional	13
Self-Employed	12
Young Professionals	12
Debt management	11
Religious/faith focused	10
Equity Recipients (RS/RSU, SOP, ESPP)	9
Financial Professional	9
Factor investing / smart beta	8
Long-term care insurance	8
Charitable giving tax strategies	7
Business Financial Management	5
Medicare planning	4
Technology Professional	4
Young Families	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support