Company lists · Data refreshed September 2026

Top 23 Personal finance consultants based in Plano, United States

Name: Personal finance consultants based in Plano, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 37 companies tracked

RevenueBase identified 37 company matches for personal finance consultants associated with Plano, United States as of September 2026 and tracks 312 professional contacts across them, including 72 with verified work emails. Across the United States, New York is the largest hub for this category (180 companies); Plano has 37.

This list covers company matches for personal finance consultants associated with Plano, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

37Companies

312Contacts tracked

72Verified emails

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The 23 largest personal finance consultants based in Plano, United States

Ranked by team size

Top 23 of 37 company matches for personal finance consultants based in Plano, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Spectrum Advisors	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “Spectrum Advisors has been more than just a financial firm for over 40 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Legacy Consulting Group	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Legacy Consulting Group is a financial planning firm located in Plano, Texas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	TFR Wealth Management, LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “TFR Wealth Management provides complete wealth management and investment advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Frazier Wealth Strategies, INC	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Today, the vast majority of people are troubled and confused about the economy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Interlinc Financial Advisors, INC	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “No one strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Cain Financial Solutions	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “When you enter Cain Financial Solutions, LLC, judgment is left at the door and a friendly table awaits, ready to work.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	CMG Wealth Management	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Anyone who has ever navigated a boat knows that if you do nothing more than set your initial trajectory, you’ll end up somewhere other than your target destination.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Lifeway Financial Corporation	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Lifeway Financial is a financial services company providing financial planning and investment management services to individuals and family groups on a personal, fee-only basis.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Integrated Financial Solutions Group	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Integrated Financial Solutions Group Integrated Financial Solutions Group (IFSG) is a full-service financial planning firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	KARME	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “KARME is a complete wheelhouse for your financial needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Legacy Wealth Planner, LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	11-50	3 contacts →
	Exact match “Legacy Wealth Planner creates customized financial plans for each and every client.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Willow Bend Wealth Management	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Our goal is to help you take a proactive approach to your personal financial situation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Strategic Wealth Partners	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Strategic Wealth Partners is a team of professionals with a thorough understanding of new opportunities and changing financial conditions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	The Wealth Woman	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	11-50	2 contacts →
	Exact match “Mary Lyons, The Wealth Woman, is a nationwide leader in the financial services industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Sunny DAY Financial	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Whether you’re a first-time investor, reimagining your retirement, or anything in between, you need a team of financial professionals in your corner.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Bell & Valente Wealth Services	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Second Comma	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Second Comma is a financial planning practice for owner-operators of $1M to $10M businesses in Dallas-Fort Worth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Safe Landing Financial	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Safe Landing Financial helps pre-retirees, tech professionals, and Dell employees plan for a work-optional future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Gordon OAK Financial	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Our mission is to provide individuals of all socio-economic backgrounds with the necessary resources to maximize their financial wellbeing.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Lifestyle Plan	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “eStyle Plan overcomes one of the biggest challenges faced by households today - Personal Financial Management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Surely NOW	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “At Surely Now, we focus on developing deep and lasting relationships with our customers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Analyticedge Finance	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “A boutique investment advisory firm located in Plano, Texas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Tbms Wealth, LLC	Exact match	Plano, TX, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Fee Only Wealth Management” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “personal finance consultants”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 23 of 37 personal finance consultants based in Plano, United States

See the full list, filter by size, metro and specialty, and access 72 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal finance consultants based in Plano, United States at a glance

As of Sep 20, 2026

23.1%Verified-email coverage

8.4Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Plano, so it is reported there. Company counts and contact totals on this page are exact for Plano, over 37 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Plano, United States whose business descriptions match “personal finance consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 72 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Personal finance consultants by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “personal finance consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal finance consultants are there based in Plano, United States?

RevenueBase identified 37 company matches for personal finance consultants associated with Plano, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Spectrum Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most personal finance consultants?

New York leads the United States with 180 company records, followed by Atlanta (129) and Houston (122). Plano has 37.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 72 professional contacts with verified work emails tracked across these 37 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.