Best Financial Planners in Plano, Texas
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Plano
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-10 of 10 Financial Planners listings in Plano, TX · page 1 of 1

Score breakdown
- Financial Planner
- Plano, Texas
- (469) 331-4900
- marinerfinance.com

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- Financial Planner
- Plano, Texas
- (469) 247-0024
- edwardjones.com

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- Financial Planner
- Plano, Texas
- (877) 314-1618
- w1.planning.org
Planning by Design Financial is a Financial Planner in Plano, TX. The business holds a rating of 4.80 based on customer reviews. The location is situated at 101 E Park Blvd #202. It sits directly on East Park Boulevard, which is a major thoroughfare in the...

Score breakdown
- Financial Planner
- Plano, Texas
- (214) 696-2323
- credentwealth.com

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- Financial Planner
- Plano, Texas
- (972) 379-2323
- curefinancial.com
Cure Financial is a financial planner in Plano, Texas, serving individuals and families with comprehensive financial life planning. The firm specializes in personalized financial planning, life planning, retirement strategy, estate planning, tax management...

Score breakdown
- Financial Planner
- Plano, Texas
- (469) 829-2949
- cremewealth.com
Creme Wealth - Plano Financial Planner: Stack Exchange Network Stack Exchange network consists of 183 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.

Score breakdown
- Financial Planner
- Plano, Texas
- (972) 960-6460
- sfmg.com
SFMG Wealth Advisors is a Financial Planner in Plano, TX. The firm provides fee‑only wealth advisory services, meaning it is paid only by clients and receives no compensation from product sales or trades. It offers comprehensive wealth management, alternative...

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- Financial Planner
- Plano, Texas
- (469) 606-2040
- groupmaire.com

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- Financial Planner
- Plano, Texas
- (214) 778-5645
- interlincfinancial.com

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- Financial Planner
- Plano, Texas
- (469) 248-6786
- transamerica.com
What the Data Shows for Financial Planners in Plano
30% of the 10 financial planners we measured in Plano reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 42, compared with an average SEO score of 62.
The average Google rating across 9 rated financial planners is 4.1, and the median listing has 248 reviews.
None of the 10 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 27, 2026. What each score measures: How We Score.
BizScoreAI compares 10 financial planners in Plano, Texas by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in Plano ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Plano, Texas does BizScoreAI track?
10 financial planners in Plano currently meet the profile-quality bar for this page, with an average BizScore of 53 and a top score of 66.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 30% of measured financial planners in Plano score 50 or higher.
Is being listed free?
Yes. Every financial planner in Plano is listed and scored for free, and claiming a listing is free too.