Top financial advisors in Abilene, TX
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're managing significant property taxes or navigating federal tax rules without a state income tax, you need an advisor who understands Texas's unique tax landscape. A common mistake is overlooking how property and sales taxes impact your overall financial picture.
- Federal and property tax balance. Confirm how they integrate federal tax planning with property tax considerations specific to Texas.
- Multi-state experience. Ask if they have experience advising clients with assets or income across different states, as this affects tax and retirement planning.
- Business and energy sector knowledge. Texas's economy includes many business owners and oil-and-gas interests; check if they understand these industries' financial nuances.
- Long-term tax impact. Ensure they model how sales and property taxes influence your cash flow and investment decisions over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Joshua F
CFP®, Series 63, Series 65
Abilene, TX
LPL Financial
Joshua Fleming's 18 years of experience and CFP® certification equip him to navigate the complex tax landscape in Abilene, TX, including property and federal tax considerations. Affiliated with LPL Financial, a large firm offering flat-fee and hourly financial planning, he serves diverse clients with tailored advisory and retirement plan consulting services, distinguishing him from advisors with narrower specialties or fee structures.
Experience: 18 years
Avg account: $399,489
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Everett F
CFP®, Series 66
Abilene, TX
Financial Transparency
Everett Ferguson's 28 years of experience and CFP® certification equip him to address the complex tax and retirement planning needs of business owners in Abilene, TX, especially those managing retirement plans like SEP and solo 401(k). His firm, Financial Transparency, employs Modern Portfolio Theory and offers both passive and active investment strategies, with flexible flat-fee and AUM-based pricing, distinguishing him from other local advisors.
Experience: 29 years
Avg account: $1,304,893
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Amy H
Series 66
Abilene, TX
Robert Baird & Co.
Amy Hall's experience with Robert W. Baird & Co. in Abilene, TX, positions her to address the unique tax challenges of Texas, including property tax and federal tax integration. Her flat-fee and hourly consulting options, combined with expertise in wealth management and tax-loss harvesting, differentiate her within a large firm setting, offering tailored strategies for diverse clients including retirees and business owners.
Experience: 3 years
Avg account: $713,008
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James W
Series 63, Series 66
Abilene, TX
Raymond James Financial
James West in Abilene, TX, offers expertise in business exit strategies and retirement income planning, which is valuable for managing Texas's unique tax challenges. Affiliated with Raymond James Financial, a large firm known for risk-based reviews and institutional fiduciary programs, he provides flat-fee planning and serves a diverse client base including high-net-worth individuals and pension plans.
Experience: 14 years
Avg account: $700,796
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James L
CFP®
Abilene, TX
Team Financial Strategies
James Leavell, a CFP® professional in Abilene, TX, offers expertise in wealth management and retirement plans for business owners, aligning well with Texas's unique tax considerations. His firm, Team Financial Strategies, manages $262 million in assets and serves high-net-worth households and institutions, providing flat-fee and hourly options that differentiate him from advisors with purely asset-based fees.
Experience: 5 years
Avg account: $771,179
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