Financial Planner • Plano Texas
For just $27, get a quick analysis comparing your Google Business Profile services with your website to see if they're aligned correctly. Perfect for testing before investing in larger reports. Usually delivered within a few hours, but always less than 24 hours in your email.
If you want to know what your competitors are doing with their website only, this will give you all of what your competitors are doing with their websites and provide a solution that you can add to your website to build up the things you are missing very quickly without rebuilding your website or paying a monthly cost for SEO.
Get 60 local competitors and 50 national ones, compiling all the best of the best and giving you a blueprint and tools to fix your listing and website.
Highlight: This is to fix both your Google Profile and your Website, the most robust solution.
This comprehensive analysis of 23 businesses reveals critical competitive intelligence for the financial planner industry in Plano Texas. With 299 unique services identified across the market, businesses are likely missing significant service opportunities. Google's AI algorithms and customers actively scan business profiles comparing service descriptions, categories, and completeness. Businesses that strategically expand their service descriptions and fill market gaps will dominate local search results and customer acquisition.
We're showing you the top 10 most common services your competitors are using. With 299 total unique services discovered across all competitors, how many is your company missing? Did you know that each time your Google profile loads, Google and AI systems can see your categories, services, and descriptions? This is why making sure you put in the most important services with properly written descriptions is crucial to make your Google profile better than your competition.
This is the basics—not anything special—but as you can see, almost all of the companies on this list are in need of help fixing this problem. We have three options that can help:
It's your choice—we know that this quick industry report has opened your eyes to the problem. Get one of the reports and fix the problem.
The Business Comparison Table below shows your competitors and their Google Business Profile optimization levels. Use the service checkmarks to see which competitors offer similar services to you, and pay attention to the "% Descriptions" column—businesses with higher percentages are more likely to rank better in Google searches.
Key Competitive Analysis Points:
| Company Name | Website | Open GBP | Reviews | Rating | # Categories | # Services | % Descriptions | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 3mi Competitors | 5mi Competitors |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Regions Bank | Open Website | Open GBP | 61 | 4 | 5 | 100.0% | — | — | — | — | — | — | — | — | — | — | 17 | 20 | |
| CAPTRUST | Open Website | Open GBP | 1 | 25 | 0.0% | ✓ | ✓ | ✓ | ✓ | ✓ | — | — | — | ✓ | — | 0 | 0 | ||
| Nexus One Financial Advisors | Open Website | Open GBP | 72 | 1 | 10 | 0.0% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | — | ✓ | 16 | 20 | |
| Peak American Financial | Open Website | Open GBP | 63 | 6 | 79 | 7.6% | — | ✓ | ✓ | ✓ | ✓ | — | — | — | — | — | 18 | 20 | |
| Retirement Planners of America | Open Website | Open GBP | 270 | 2 | 0 | 0% | — | — | — | — | — | — | — | — | — | — | 19 | 20 | |
| On The Mark Money | Open Website | Open GBP | 48 | 1 | 28 | 0.0% | — | — | — | — | — | — | — | — | — | — | 9 | 20 | |
| Dallas Financial Planning | Open Website | Open GBP | 6 | 3 | 9 | 0.0% | ✓ | — | — | ✓ | — | — | — | — | — | — | 14 | 19 | |
| Gordon Oak Financial | Open Website | Open GBP | 50 | 1 | 0 | 0% | — | — | — | — | — | — | — | — | — | — | 18 | 20 | |
| Financial Excavation | Open Website | Open GBP | 1 | 9 | 0.0% | ✓ | ✓ | ✓ | ✓ | — | ✓ | ✓ | — | — | ✓ | 15 | 20 | ||
| SFMG Wealth Advisors | Open Website | Open GBP | 3 | 1 | 41 | 4.9% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | ✓ | — | ✓ | 18 | 20 | |
| Kenvin Financial Services | Open Website | Open GBP | 4 | 1 | 9 | 0.0% | — | — | — | — | — | — | — | — | — | — | 19 | 20 | |
| Twin Oaks Wealth Partners | Open Website | Open GBP | 2 | 33 | 0.0% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | ✓ | ✓ | — | 18 | 20 | ||
| CMG Wealth Management | Open Website | Open GBP | 1 | 1 | 28 | 0.0% | — | — | — | — | — | — | — | — | ✓ | — | 18 | 20 | |
| Edward Jones - Financial Advisor: Paul Fahrenwald, CFP® | Open Website | Open GBP | 8 | 4 | 0 | 0% | — | — | — | — | — | — | — | — | — | — | 18 | 20 | |
| Peak American Investment Advisors - Plano | Open Website | Open GBP | 1 | 5 | 0.0% | — | — | — | — | ✓ | — | — | — | — | — | 18 | 20 | ||
| Creme Wealth - Plano Financial Planner | Open Website | Open GBP | 53 | 4 | 52 | 0.0% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | 5 | 18 | |
| Eubank Hutson & Associates | Open Website | Open GBP | 1 | 12 | 0.0% | ✓ | ✓ | — | ✓ | — | — | — | ✓ | — | — | 19 | 20 | ||
| Telos Capital Advisors | Open Website | Open GBP | 1 | 1 | 0 | 0% | — | — | — | — | — | — | — | — | — | — | 18 | 20 | |
| Ninety Nine Wealth | Open Website | Open GBP | 6 | 1 | 9 | 0.0% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | — | ✓ | 15 | 20 | |
| Interlinc Financial Advisors, Inc. | Open Website | Open GBP | 10 | 4 | 39 | 94.9% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | — | — | 14 | 19 | |
| Clive Blowers, CFP | Open Website | Open GBP | 1 | 0 | 0% | — | — | — | — | — | — | — | — | — | — | 18 | 20 | ||
| Beacon Pointe Advisors | Open Website | Open GBP | 10 | 3 | 48 | 0.0% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | — | 16 | 20 | |
| Avantax Wealth Management | Open Website | Open GBP | 19 | 1 | 14 | 0.0% | — | ✓ | — | — | — | — | — | ✓ | ✓ | — | 0 | 0 |