Top financial advisors in Arlington, 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 Arlington, TX when you're navigating complex tax situations or planning for significant expenses like property taxes, which can be substantial here. A common pitfall is overlooking how federal tax strategies interact with local property and sales taxes, leading to unexpected financial strain.
- Federal and local tax balance. Confirm how the advisor integrates federal income tax planning with Texas-specific property and sales tax considerations.
- Experience with Texas property tax. Ask how they model property tax impacts on your long-term financial plans.
- Multi-state planning insight. If you have ties beyond Texas, check how they handle tax and financial strategies across different states.
- Client fit focus. Inquire how they tailor advice for your particular situation, such as business ownership or retirement in Texas.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Steven K
CFP®, PFS™, Series 66
Arlington, TX
Cetera
Steven Kleiber's 25 years of experience and CFP® and PFS™ credentials equip him to address complex tax and retirement planning needs in Arlington, TX, including strategies for business owners and high earners approaching retirement. His affiliation with Cetera, a large firm offering both discretionary portfolio management and fiduciary solutions, along with flexible flat-fee and hourly consulting options, distinguishes him from other advisors in the area.
Experience: 25 years
Avg account: $306,089
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Jon W
Series 63, Series 66
Arlington, TX
LPL Financial
Jon Wych in Arlington, TX, offers expertise in wealth management and retirement plans for business owners, supported by 26 years of experience and Series 63 and 66 designations. Operating within LPL Financial, a large firm with in-house research, he provides flat-fee financial planning and consulting, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 26 years
Avg account: $399,489
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Duane A
Series 63, Series 65
Arlington, TX
PNC Wealth Management
Duane Aponte at PNC Wealth Management in Arlington, TX, brings 28 years of experience and expertise in wealth management, passive/index investing, and active portfolio management, which can help navigate complex tax and investment scenarios. His affiliation with a large firm offering model-based advisory services and a 0.85% annual AUM fee distinguishes him from others by combining seasoned insight with algorithm-driven investment strategies.
Experience: 28 years
Avg account: $182,752
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Brian C
Series 66
Arlington, TX
Edward Jones
Brian Corneil in Arlington, TX, offers expertise in retirement plans for business owners and general estate planning, which can help address complex tax and property tax considerations in Texas. Working at Edward Jones, a large firm managing over $1 trillion in assets, he provides a range of advisory programs with a fee structure up to 1.35% annually, suitable for clients seeking comprehensive wealth management.
Experience: 8 years
Avg account: $246,728
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Carson G
Series 63, Series 66, Series 65
Arlington, TX
Gradient Advisors, Llc
Carson Graves in Arlington, TX, specializes in retirement income strategy and general tax planning, making him well-suited to address complex tax situations including local property tax impacts. His nine years of experience, combined with Gradient Advisors' broad client services and a multi-analytical investment approach, distinguish him from others by offering tailored, non-discretionary portfolio management and expertise in both individual and business financial planning.
Experience: 9 years
Avg account: $134,534
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