Ways to browse Independent advisors serving Plano, TX

Pick a specialty to browse more Independent 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	1,249
Wealth management	877
Private / alternative investments	764
Retirement plans for business owners (SEP, solo 401k)	690
Executive	662
Options & derivatives strategies	627
Active portfolio management	537
Tax-loss harvesting	468
Retirement income strategy	445
Retired	443
Concentrated stock management	305
Annuities	281
General retirement planning	246
College savings (529s, UTMA, etc.)	241
Business exit / sale strategy	216
Tax strategies for small businesses	214
Passive / index investing	209
Charitable giving & philanthropy	201
Income planning	191
Cash flow / budgeting	190
Real estate investing	184
General tax planning	123
ESG / Sustainable investing	117
Business sale tax planning	116
General estate planning guidance	106
Dentist	78
Business ownership considerations	49
Equity compensation tax strategy	48
Long-term care insurance	45
Life insurance needs analysis	41
Debt management	38
Family Business	36
Business succession planning	35
Established Professionals	32
Social Security optimization	32
Self-Employed	30
Young Professionals	29
Factor investing / smart beta	27
Christian Faith Based	26
Retirement withdrawal strategies	22
Religious/faith focused	21
Doctor or Medical Professional	20
Mid-Career Professionals	20
Approaching retirement	18
Multi-generational wealth transfer	17
Attorney	16
Values-based investing	16
Disability insurance	11
HENRY (High Earners, Not Rich Yet)	11
Medicare planning	11
Charitable giving tax strategies	10
Business Financial Management	9
Financial Professional	8
Women Professionals	8
Educators, Teachers, and Academics	7
Divorce financial planning	6
Technology Professional	6
Young Families	5
Equity Recipients (RS/RSU, SOP, ESPP)	4
Retired	3

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