Financial advisors for retirement planning in Frisco, Texas
Which financial advisor should I talk to about retirement planning in Frisco?
For retirement planning in Frisco, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Carol Alexander of Retirement Investment Advisors, Inc., Robert Price of Prosperity Wealth Planning and Jordan Benold of Benold Financial Planning.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Carol Alexander Retirement Investment Advisors, Inc., Frisco City Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Robert Price Prosperity Wealth Planning, Frisco City Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Jordan Benold Benold Financial Planning, Frisco City Holds the CFP. Fees on file: percentage of assets, hourly.
- Christian Patterson QuadCap Wealth Management, Frisco City Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Lance Purcell Phoenix Rising Wealth Management, Frisco City Holds the CFP. Fees on file: percentage of assets, hourly.
- Lyndsey Monahan Precision Wealth Strategies, Frisco City Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Frisco work on retirement planning?
The Wellspent public graph lists 25 fee-only advisors for retirement planning in Frisco, at 6 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for retirement planning in Frisco charge?
The most common fee among fee-only advisors for retirement planning in Frisco is a percentage of assets, used by 100% of the 25 with fees on file. Many use more than one: 88% charge fixed fees and 40% charge by the hour.
How much do fee-only financial advisors charge in Texas?
Fee-only financial advisors in Texas charge a median of $3,000 a year for ongoing planning. We found this across the published prices of 66 Texas firms.
How much does a one-time financial plan cost in Texas?
A one-time financial plan from a fee-only firm in Texas has a median price of $1,575. We found this across the published prices of 54 Texas firms.
What credentials should a financial advisor for retirement planning have?
For retirement planning, look for the CFP and CPA. In Frisco, 28% of the 25 advisors listed hold the CFP.
- CFP28% in Frisco
- The CFP covers income, tax, insurance, and estate decisions together.
- CPA4% in Frisco
- CPAs help with the tax side of withdrawals.
How do Frisco advisors for retirement planning compare with the rest of the US?
88% of fee-only advisors for retirement planning in Frisco charge fixed fees, compared with 47% of the 7,304 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Frisco. Light bars are all US advisors for retirement planning.
Does Texas tax retirement income?
No. Texas has no state income tax, so retirement account withdrawals and pensions aren't taxed at the state level.
What should I ask a financial advisor about retirement planning in Frisco?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- Would you plan differently if I might move to another state in retirement?
How current is this list of fee-only advisors for retirement planning in Frisco?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 25 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jordan Benold | Benold Financial Planning | Frisco | CFP, MBA | Percentage of assets, Hourly |
| Carol Alexander | Retirement Investment Advisors, Inc. | Frisco | AIF, CDFA, CFP, CPA/PFS | Percentage of assets, Hourly |
| Christian Patterson | QuadCap Wealth Management | Frisco | CFP | Percentage of assets, Fixed fees |
| Monica Sipes | QuadCap Wealth Management | Frisco | CFP | Percentage of assets, Fixed fees |
| Jordan Bromley | Prosperity Wealth Planning | Frisco | CFP | Percentage of assets, Flat fee or retainer |
| Lyndsey Monahan | Precision Wealth Strategies | Frisco | ChFC | Percentage of assets, Hourly |
| Robert Price | Prosperity Wealth Planning | Frisco | CFP | Percentage of assets, Flat fee or retainer |
| Lance Purcell | Phoenix Rising Wealth Management | Frisco | CFP | Percentage of assets, Hourly |
| Alexandra McConnell | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Anne Robinson | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Cooper Segars | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Cortnie Rodriguez | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| David Blair | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Delonte Harrell | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Gianna Mossotti | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Mary Harris | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Miguel Rundstrom-Holguin | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Robert Alston | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Timothy Foster | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Dennis Berry | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Jonathan Hendler | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Jonathan Melehan | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Justin Lero | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Malissa McNanna | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
| Michael Christians | Phoenix Rising Wealth Management | Frisco | Not listed | Percentage of assets, Hourly |
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