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Best Financial Planners in Plano, Texas

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Claimed listings first, then by BizScore. How we score

10Financial Planners scored in Plano
53Average BizScore
66Top BizScore
30%AI Visibility 50 or higher
62Average SEO score
4.1Average Google rating (9 rated)

Top Financial Planners in Plano

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Showing 1-10 of 10 Financial Planners listings in Plano, TX · page 1 of 1

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Mariner of Plano website

Score breakdown

AI Visibility56
AI Ready-
SEO80
Freshness-
  • Financial Planner
  • Plano, Texas
  • (469) 331-4900
  • marinerfinance.com
Category rank by BizScore: #2 of 17 Financial Planner listings in PlanoScores updated Sep 25, 2026
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Edward Jones - Financial Advisor: Tenisha Blair, CFP®|CPWA®|CEPA®|AAMS®|CRPC™ website

Score breakdown

AI Visibility55
AI Ready22
SEO65
Freshness100
  • Financial Planner
  • Plano, Texas
  • (469) 247-0024
  • edwardjones.com
Category rank by BizScore: #6 of 17 Financial Planner listings in PlanoScores updated Oct 22, 2026

#3Planning by Design Financial

4.8 Google rating

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Planning by Design Financial website

Score breakdown

AI Visibility46
AI Ready12
SEO65
Freshness-
  • 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...

Category rank by BizScore: #7 of 17 Financial Planner listings in PlanoScores updated Oct 28, 2026

#4Credent Wealth Management - Plano

1.0 Google rating

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Credent Wealth Management - Plano website

Score breakdown

AI Visibility71
AI Ready-
SEO36
Freshness-
  • Financial Planner
  • Plano, Texas
  • (214) 696-2323
  • credentwealth.com
Category rank by BizScore: #1 of 17 Financial Planner listings in PlanoScores updated Oct 28, 2026

#5Cure Financial

4.8 Google rating · 379 reviews

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Cure Financial website

Score breakdown

AI Visibility38
AI Ready-
SEO68
Freshness-
  • 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...

Category rank by BizScore: #9 of 17 Financial Planner listings in PlanoScores updated Jun 7, 2026

#6Creme Wealth - Plano Financial Planner

5.0 Google rating · 1 review

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Creme Wealth - Plano Financial Planner website

Score breakdown

AI Visibility25
AI Ready-
SEO88
Freshness-
  • 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.

Scores updated Oct 5, 2026

#7SFMG Wealth Advisors

5.0 Google rating

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SFMG Wealth Advisors website

Score breakdown

AI Visibility32
AI Ready-
SEO70
Freshness-
  • 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...

Category rank by BizScore: #11 of 17 Financial Planner listings in PlanoScores updated Sep 25, 2026

#8Stansell Wealth Planning

5.0 Google rating

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Stansell Wealth Planning website

Score breakdown

AI Visibility44
AI Ready-
SEO49
Freshness-
  • Financial Planner
  • Plano, Texas
  • (469) 606-2040
  • groupmaire.com
Category rank by BizScore: #5 of 17 Financial Planner listings in PlanoScores updated Oct 28, 2026

#9Interlinc Financial Advisors, Inc.

5.0 Google rating

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Interlinc Financial Advisors, Inc. website

Score breakdown

AI Visibility21
AI Ready-
SEO61
Freshness-
  • Financial Planner
  • Plano, Texas
  • (214) 778-5645
  • interlincfinancial.com
Category rank by BizScore: #15 of 17 Financial Planner listings in PlanoScores updated Jun 23, 2026

#10Transamerica Financial Advisors of Plano

1.0 Google rating · 248 reviews

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Transamerica Financial Advisors of Plano website

Score breakdown

AI Visibility33
AI Ready-
SEO33
Freshness-
  • Financial Planner
  • Plano, Texas
  • (469) 248-6786
  • transamerica.com
Category rank by BizScore: #14 of 17 Financial Planner listings in PlanoScores updated Oct 25, 2026
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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.