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Best Financial Planners in Plano, Texas

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Rankings use the published BizScore formulas. How we score

4Financial Planners scored in Plano
58Average BizScore
63Top BizScore
0%AI Visibility 50 or higher
70Average SEO score
4.8Average Google rating (4 rated)

Top Financial Planners in Plano

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Showing 1-4 of 4 Financial Planners listings in Plano, TX · page 1 of 1

#1Gordon Oak Financial

4.6 Google rating · 25 reviews

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Gordon Oak Financial website

Score breakdown

AI Visibility45
SEO76
  • Financial Planner
  • Plano, Texas
  • (214) 326-0820
  • gfs.com

Gordon Oak Financial is a Financial Planner in Plano, TX. Gordon Food Service operates as a family-owned food distributor with over 125 years of expertise. Serving restaurants, healthcare facilities, and schools, the company provides a vast selection of...

Ranked #4 of 17 Financial Planner listings in PlanoScores updated Jun 23, 2026

#2Planning by Design Financial

4.8 Google rating

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Planning by Design Financial website

Score breakdown

AI Visibility46
SEO64
  • 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...

Ranked #7 of 17 Financial Planner listings in PlanoScores updated Jun 23, 2026

#3Cure Financial

4.8 Google rating · 379 reviews

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Cure Financial website

Score breakdown

AI Visibility38
SEO68
  • 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...

Ranked #9 of 17 Financial Planner listings in PlanoScores updated Jun 7, 2026

#4SFMG Wealth Advisors

5.0 Google rating

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SFMG Wealth Advisors website

Score breakdown

AI Visibility32
SEO70
  • 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...

Ranked #11 of 17 Financial Planner listings in PlanoScores updated Sep 25, 2026
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BizScoreAI ranks 4 financial planners in Plano, Texas by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. 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 ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Plano, Texas does BizScoreAI track?

4 financial planners in Plano currently meet the profile-quality bar for this page, with an average BizScore of 58 and a top score of 63.

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. 0% 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.