RBC Capital Markets
46yrs
Top advisor by experience in Frisco
3yrs
Robert Willis
Full name on record: Robert John Willis
Financial advisor at Advice and Planning Services
Robert Willis has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Frisco, Texas. Robert has been with Advice and Planning Services since 2024. 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
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office3965 Dallas Parkway Frisco Trac, 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
- 2024 – now
Contact Robert
3965 Dallas Parkway Frisco TracFrisco, TX 75034Office · Get directions Firm main line(212) 490-9000Headquarters: Advice and Planning Services · New York, NY Facebook pageAdvice and Planning Services
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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
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About Robert
How do I contact Robert?
Call Advice and Planning Services at (212) 490-9000 and ask for Robert Willis. Robert works from the Frisco, TX office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Robert 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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