Why Use This Tool?

FPA PlannerSearch Participants:

Find the Certified Financial Planner™
Who's right for you.

Wealth Management Group, LLC

700 Central Expy South
Suite 320
Allen, TX 75013
Phone: (214) 644-5264

Household Income Minimum: $200,000
Investable Asset Minimum: $250,000

Specialties

How Planner Charges

N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.