About Our Plano, TX Office
Searching for an Investment Adviser in Plano? Consider Fisher Investments
If you’re looking to work with a Dallas-based investment adviser to help you achieve your long-term financial goals and live comfortably in retirement, consider the local representatives at Fisher Investments. As a fiduciary, we always put our clients’ interests first, but our values and focus on providing clients with superior service goes even further. Our tiered fee structure and portfolio management strategy are built to prioritize your needs.
Here at Fisher Investments, we charge one transparent fee based on assets under management—aligning our incentives with our clients’ best interests. Unlike other investment advisers, we do not sell any financial products or collect trade commissions to increase our revenue. We do better, when your portfolio does better!
Fisher Investments creates a personalized portfolio tailored to your unique situation. We take into consideration your financial goals, wants, needs, health, family and lifestyle to create a customized approach to your long-term financial goals. And on an ongoing basis, we work with you to understand changes in your life or financial situation that may impact your investment plan. Your experience as a Fisher Investments’ Plano client is our priority and we will work to build a financial plan that helps you feel comfortably on track to your financial goals.
Why Plano, TX?
As we continue to expand our scope, Fisher Investments looks for areas well-positioned to benefit from our investment management services. Plano, Texas was a natural fit, making it easier for us to service clients across the Midwest and South. With an investment adviser location situated in the Metroplex area, we are able to provide clients with more opportunities for in person service and while broadening the talent we can bring to Fisher Investments.
The Plano, TX office opened in 2017, and was certified as a Great Place to Work. Our Plano office has also been named in the "Top 100 Places to Work" in the Dallas-Fort Worth Area by the Dallas Morning News. We believe that these achievements highlight the benefits Fisher Investments brings to the community and helps set us apart from other local investment advisers. As our Plano office continues to rapidly grow, we look forward to offering our unique services to investors throughout the region.
Fisher Investment’s team looks forward to serving you in the Lone Star State for years to come!
How Does Fisher Investments Differ from Other Dallas Area Investment Advisers?
Fisher Investments was founded in 1979 by Ken Fisher – our current Executive Chairman and Co-Chief Investment Officer. And since then, we have grown to become one of the world's largest, fee-only registered investment advisers, servicing both private clients and institutional investors alike. In fact, Fisher Investments and its subsidiaries manage $211 billion assets for 135,000 clients around the world. However, it isn't only our established history that sets us apart from other investment advisers—our client-focused service model speaks for itself.
We believe in building personal relationships with our clients. As a Fisher Investments client, you are assigned to an investment counselor who is committed to understanding your financial needs, and is focused on giving you the confidence and service necessary to help you reach your long-term investing goals. You can expect proactive communication on an ongoing basis and the opportunity to engage in Dallas-based client events to help you stay informed on current market movement and portfolio decisions.
Consider Joining the Fisher Family Today
You deserve to hire an investment adviser in the Metroplex area you can trust—one that identifies your individual needs to help build a plan around your unique financial situation. To learn more about our wide range of services and features, and how they would benefit you as a Fisher Investments client, schedule a consultation with a local representative in Plano, TX. We are located between the President George Bush Turnpike and the Dallas North Tollway.
Are you looking to begin or continue a career in Finance? Fisher Investments may be a good fit for you! We offer a wide range of positions spanning across all levels of experience and academic backgrounds. And with over 5,000 employees and growing, we are confident we can find a position that suits your unique interests and skillset. Browse our open Career Opportunities to see if Fisher Investments is a good match for you!
*As of 6/30/2023, Fisher Investments and its subsidiaries manage over $211 billion in assets globally—over $173 billion for private investors, $35 billion for institutional investors and $3 billion for US small to mid-sized business retirement plans.
Connect with Fisher Investments.