Financial Advisors in Frisco, TX
Financial AdvisorsFrisco, TX
Financial decisions often become more complex as income grows, families expand, and opportunities increase. Procyon provides fee-only wealth management and fiduciary financial planning for individuals and families in Frisco seeking a thoughtful, structured approach to building, preserving, and passing on wealth to future generations.
As a fee-based advisory firm, Procyon is committed to acting in your best interests. Our role is to help you create a clear financial plan, make informed investment decisions, and receive ongoing guidance that supports both today’s needs and long-term goals.
A commitment to client excellence that shows
Conducting our business in a way that puts our clients first is reflected in the external recognition we’ve received for providing outstanding service and expertise.
2026
50 RIA Firms To Watch 2026
2025
2025 Top RIA Firms
2024
Forbes Top RIA Firms 2024
2023
12 Fastest-Growing RIAs: 2023
2021
National Association of
Plan Advisors Top DC Advisor Team
2019
National Association of
Plan Advisors Top DC Advisor Team
2017
Barron’s Top 30
Institutional Consultant
2017
planadviser Top 100 Retirement Plan Advisers
Financial Planning and Wealth Management for Frisco Clients
At Procyon, we partner with families, professionals relocating to the Dallas-Fort Worth area, and business owners experiencing rapid growth, who value a long-term financial relationship.
As a team of financial advisors who listen to understand priorities and provide sound guidance, we offer:
- A fiduciary-focused team aligned with your financial priorities
- A fee-based structure
- Experienced advisors with insight into fast-growing markets and evolving financial needs
- Long-term client relationships built on trust
- Integrated financial planning that aligns today’s decisions with multigenerational wealth considerations
Our commitment is carried out by a collaborative team of advisors who deliver coordinated financial planning and investment management designed to support today’s decisions and future goals.
MEET OUR ADVISORY TEAMVisit Our Frisco, TX Location
Our Frisco office allows us to serve clients locally in one of the fastest-growing regions in the country while remaining closely connected to the Dallas-Fort Worth area. Procyon serves clients throughout Frisco, Denton, McKinney, and Collin County, as well as neighboring Dallas and Tarrant Counties. We also serve nearby communities, including Plano and the broader Dallas-Fort Worth area. We welcome the opportunity to meet with you, discuss your goals, and determine how our approach may support your financial journey.
Thoughtful Wealth Management for
Today's Decisions and Tomorrow's Goals
Schedule a Consultation with Procyon’s
Financial Advisors in Frisco
Beginning a relationship with Procyon is designed to be straightforward and collaborative. We start with a conversation focused on understanding your needs, answering your questions, and determining whether our services are the right fit. This initial discussion is designed to ensure alignment before taking the next steps.
Connect with our expert team of financial advisors. Schedule your complimentary consultation today, and start planning for tomorrow with a clear and confident financial strategy.
Featured Media & Insights
07.15.2026
What Is a Fiduciary Financial Advisor? Meaning, Duties, and Key Differences
By Procyon Team
A Higher Standard for Financial Advice A fiduciary is someone who has a legal obligation to act in another person’s best interest. In financial advice, that obligation shapes how recommendations…
07.14.2026
Global Equity Outlook
Monthly market commentary
Selective Strength, Steady Conviction The reflationary backdrop that favored value, cyclicals, and emerging markets earlier this year remains intact. Growth is expanding, inflation is firm, risk appetite is healthy, and…
07.06.2026
Does Texas Have an Estate Tax?
Retirement plans
What is Estate Tax? If you live in Texas and are considering estate planning, it’s important to understand the complexities of the tax landscape. While Texas does not impose an…
FAQs About Financial Advisor Services
in Frisco, TX
What does a fiduciary financial advisor do?
A fiduciary financial advisor considers your priorities and best interests. A fiduciary financial advisor provides objective financial advice, manages conflicts transparently, and prioritizes your goals when developing and maintaining a financial plan.
Are fee-based financial advisors worth it?
Fee-based financial advisors are often worth it for individuals and families who value transparency and objective guidance. Fee-only financial advisors are compensated directly by clients rather than commissions, which helps align advice with client interests rather than product sales.
Do you work with clients outside Frisco?
Yes, we work with clients outside Frisco. While we serve clients in Frisco and Collin County, we also work with individuals and families in neighboring counties (Dallas and Tarrant) and the Dallas-Fort Worth area.
How does retirement planning work?
Retirement planning works by evaluating your savings, investments, income sources, and long-term goals. A retirement planning process helps create a strategy designed to support financial security and income needs over time.
How much does a financial advisor cost in the Dallas-Fort Worth area?
The cost of a financial advisor in the Dallas-Fort Worth area depends on the services provided and the advisor’s fee structure. Our fees are designed to be competitive and aligned with the value we provide. Procyon is proud to provide transparent fee pricing based on your needs; please reach out so we can give you personalized information.
What should I look for in a financial advisor in Frisco?
When looking for a financial advisor in Frisco, it is important to consider fiduciary responsibility, fee transparency, experience, and whether the advisor offers comprehensive financial planning. A strong advisor relationship should be built on trust, communication, and alignment with your goals. Procyon has a full team of professionals to assist with all aspects of the financial journey, including taxes, trusts, and risk management services to save you time and simplify your financial planning.
When should I start working with a financial advisor?
Many people start working with a financial advisor during important financial transitions. These transitions often include career changes, retirement planning, growing family responsibilities, or managing increased financial complexity. Starting earlier can help create structure and clarity over time.
What is the difference between a financial advisor and a financial planner?
The difference between a financial advisor and a financial planner often lies in the scope of services provided. A financial planner focuses on comprehensive planning across investments, retirement, taxes, and risk management, while some financial advisors may offer more limited or investment-focused services. Procyon has a full financial planning team that works alongside the advisor and client to provide a 360-degree approach.