Krishna Wealth Planning is a fee-only financial planning firm serving clients in the Dallas area and based in McKinney, Texas. Led by Neil Krishnaswamy, a Certified Financial Planner (CFP®), the firm helps individuals and families make informed financial decisions through integrated planning and disciplined investment management. Its services include retirement planning, tax planning, estate planning, and custom portfolio design tailored to clients’ risk tolerance and financial goals.

Krishna Wealth Planning offers initial financial plans and ongoing financial planning memberships, with no long-term contracts required. Depending on the program, clients receive secure online access to their plan, convenient advisor support by phone, email, and web meetings, and investment management. Estate planning services are also available. The firm describes its planning approach as centered on each client’s family, personal priorities, and the activities that give life meaning. Prospective clients can schedule a complimentary discovery meeting to assess whether the firm is a suitable fit.