Ratings sourced from Google Business Profile · Last refreshed July 2026
Financial Advisors · Plano, TX
Trusted by clients with a 4.8-star rating from dozens of reviews.
Listing data last updated May 11, 2026 · sourced from public Google Business Profile data
19 customer ratings on Google
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At 4.8★ from 19 ratings, Planning by Design Financial rates below the 5.0★ average of the 6 nearest financial advisors we track in Plano.
SFMG Wealth Advisors
3960 Dallas Pkwy #400, Plano, TX 75093, USA
Beacon Pointe Advisors
5810 Tennyson Pkwy #525, Plano, TX 75024, USA
Morrison Wealth Advisory
17766 Preston Rd, Dallas, TX 75252, USA
Maven Financial Partners
3400 N Central Expy Suite 110, Richardson, TX 75080, USA
Pathways Retirement Advisors
3900 American Dr STE 204, Plano, TX 75075, USA
Peak American Financial
2400 Dallas Pkwy #100, Plano, TX 75093, USA