Interlinc Financial Advisors, Inc.

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Client assets under management

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

About

Interlinc Financial Advisors is a fee-based financial planning and consulting firm that provides written financial plans, retirement-plan advisory services, and public seminars and workshops to individuals and plan sponsors. The firm also offers insurance products, including annuities and other commissioned products, through an affiliated insurance practice.

The firm does not manage client assets directly; instead it refers client accounts to third‑party managers, acts as a liaison, and monitors those managers’ performance while receiving referral fees. Interlinc provides ERISA 3(21) services for qualified retirement plans and delivers planning work on a defined timetable, charging planning fees on an hourly or fixed basis rather than directly charging percentage‑of‑assets fees.

Distinctive features noted in the brochure include its ongoing affiliation with an insurance agency that consumes a substantial portion of the principals’ time and its practice of offering free educational seminars and workshops, both of which are uncommon among supported firms. The firm also discloses that it takes no custody, does not exercise discretionary trading authority for client accounts, and mitigates conflicts created by referral and insurance compensation through disclosure and fiduciary procedures.

Client services

Financial planning Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Annuities General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)

Occupation focus

Self-Employed

Fee options

Fixed

Fixed fee between $1,000 and $5,000 for financial planning services

Percentage

Up to $500,000 - $499,999: 1.50% $500,000 - $999,999: 1.35% $1,000,000+: 1.15% Up to $500,000 - $499,999: 1.95% $500,000 - $999,999: 1.75% $1,000,000+: 1.50% All Assets+: 1.00%

Commissions

Commission on insurance products sold by principals

Project-based

$500 per hour for financial planning services

Other

Fee-only: Hourly fee $500 per hour; Fixed fee between $1,000 and $5,000 for financial planning

Main office location

Interlinc Financial Advisors, Inc.

5068 W Plano Pkwy, 385

Plano TX 75093, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 214-778-5645

Advisors at this firm

Misti W

Series 65

Plano, TX

Interlinc Financial Advisors, Inc.

Misti White is a financial advisor at Interlinc Financial Advisors, Inc. in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Interlinc Financial Advisors, she worked at Murphy & Sylvest and Starbucks. Interlinc Financial Advisors provides fee-based financial planning and consulting to individuals, high-net-worth clients, and qualified retirement plans, focusing on preparing financial plans and referring investment accounts to third-party managers. The firm also offers insurance products through affiliated businesses and conducts educational seminars for the public.

Annuities General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Self-Employed

Stephen M

Series 63, Series 65

Plano, TX

Interlinc Financial Advisors, Inc.

Stephen Meeks is a financial advisor at Interlinc Financial Advisors, Inc. in Plano, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Interlinc Financial Advisors and its predecessor entities since 2016. Outside of his advisory role, Meeks owns and operates Texas Family Insurance & Retirement Services, Inc., where he is involved in fixed insurance sales. Interlinc Financial Advisors provides fee-based financial planning and consulting to individuals, high-net-worth clients, and qualified retirement plans. The firm prepares financial plans and refers investment accounts to third-party managers while offering ERISA 3(21) fiduciary services, insurance products, and public educational seminars.

Annuities General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Self-Employed

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