RBC Capital Markets
46yrs
Top advisor by experience in Frisco
30yrs
Won Heo
Financial advisor at Advice and Planning Services
Based in Frisco, Texas, Won Heo is a fiduciary financial advisor with 30 years of industry experience. Won has been with Advice and Planning Services since 2023. Advice and Planning Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 808 advisors with offices in Frisco, and one of 767 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 6% by experience at Advice and Planning Services
Office3965 Dallas Parkway Frisco Hub, Frisco, TX 75034
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$523,144
Advisors at the firm1,694
States licensed ?1 state
Services through Advice and Planning Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – now
Questions to ask Won
Tailored to Won’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Won
How do I contact Won?
Call Advice and Planning Services at 212-490-9000 and ask for Won Heo. Won works from the Frisco, TX office.
How long has Won been a financial advisor?
Won has been in the industry since 1996, about 30 years. Top 6% by experience at Advice and Planning Services.
What licenses does Won hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Won a fiduciary?
Won is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Won paid?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Won for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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