Top financial advisors in Alice, 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.
You might seek a financial advisor in Alice, TX when you're navigating complex federal tax planning or managing significant property taxes, which can be a major expense in Texas despite the absence of state income tax. A common pitfall is overlooking how property and sales taxes impact your overall financial picture.
- Federal tax focus. Confirm how the advisor integrates federal tax strategies with your broader financial goals, not just state tax considerations.
- Property tax modeling. Ask how they account for property tax liabilities in your long-term plans, especially if you own real estate.
- Sales tax impact. Understand if they consider sales tax effects on your spending and saving habits.
- Experience with Texas clients. Look for advisors familiar with the unique tax environment and economic factors affecting residents in Alice and the surrounding region.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Katrina M
CFP®, ChFC®, Series 66
Alice, TX
Edward Jones
Katrina Morris in Alice, TX, offers expertise in retirement income strategy and business ownership considerations, which can be crucial for managing federal tax planning and property tax impacts. With 12 years at Edward Jones, a large firm managing over $1 trillion in assets, she provides a structured approach with a program fee up to 1.35% annually, suitable for founders and business owners seeking comprehensive retirement and estate planning guidance.
Experience: 12 years
Avg account: $246,728
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Michael B
Series 66
Corpus Christi, TX
VOYA Financial Advisors, Inc.
Michael Bowden's extensive 28 years of experience and Series 66 designation equip him to address complex retirement and business ownership financial needs relevant to Alice, TX residents. Operating from Corpus Christi with VOYA Financial Advisors, a large firm offering flat-fee and hourly consulting options, he serves diverse clients including self-employed and retired individuals, providing a broad advisory platform that integrates investment and retirement planning.
Experience: 28 years
Avg account: $236,678
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Benny Y
Series 63, Series 65
Robstown, TX
Rook Strategies Wealth Management, PLLC
Benny Ynfante offers expertise in wealth management and real estate investing, which is valuable for clients in Alice, TX managing property taxes and federal tax planning. His independent status, seven years of experience, and flexible fee structure, including negotiable AUM and hourly rates, distinguish him from other advisors in the region.
Experience: 8 years
Avg account: $151,515
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Joshua W
Series 63, Series 66
Robstown, TX
Raymond James Financial
Joshua Wilson's 21 years of experience and Series 63 and 66 licenses equip him to address complex financial needs in the Alice, TX area, including federal tax planning and property tax considerations. Affiliated with Raymond James Financial, a large firm offering flat-fee and hourly fee structures, he serves diverse clients and brings a unique perspective from his background as a founder and agricultural business owner.
Experience: 21 years
Avg account: $700,796
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Nila P
PFS™, Series 63, Series 66
Corpus Christi, TX
Cetera
Nila Patel's 26 years of experience and PFS™ designation equip her to address complex federal tax planning and property tax considerations relevant to clients in Texas, including those near Alice. Operating from Corpus Christi with Cetera, a large firm offering flat-fee and negotiated hourly consulting, she serves high earners and those approaching retirement, blending tax expertise with wealth management and charitable giving strategies.
Experience: 26 years
Avg account: $306,089
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