Top financial advisors in Austin, 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 own a home or property in Austin, you know that property taxes can significantly impact your finances, even though Texas has no state income tax. Without careful planning, you might overlook how these taxes affect your overall tax picture and cash flow.
- Federal and property tax balance. Ask how they integrate federal income tax strategies with property tax considerations unique to Texas.
- Sales tax impact. Confirm whether they factor in Texas's sales tax when modeling your spending and tax liabilities.
- Multi-state planning. If you have ties outside Texas, check how they handle tax planning across different states.
- Experience with local market. Look for advisors familiar with Austin's real estate and economic environment to better align your financial plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jonathan N
Series 65
Austin, TX
JPN Advisors LLC
Jonathan Ng in Austin, TX, offers expertise in active portfolio management and options strategies, which can help balance federal and property tax impacts for homeowners. His firm uses a hybrid investment approach with machine-learning models, focusing on institutional clients and high-net-worth individuals, distinguishing him from advisors with more traditional methods or broader client bases.
Experience: 6 years
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Kyle C
CFP®, Series 66
Austin, TX
Cerity partners LLC
Kyle Cook's 11 years of experience and CFP® certification equip him to address the complex tax and financial planning needs of Austin homeowners, especially those with high net worth. Working at Cerity Partners, a large firm managing $126.9 billion in assets, he offers flat-fee and hourly financial planning, with expertise in wealth management and private investments, distinguishing him from advisors with smaller firm affiliations or narrower specialties.
Experience: 11 years
Avg account: $4,574,620
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Casey R
Series 66
Buda, TX
Edward Jones
Casey Richards at Edward Jones in Austin, TX, offers wealth management and tax-loss harvesting expertise, which can help balance federal and property tax considerations unique to Texas homeowners. With a Series 66 license, two years of industry experience, and a background as a US Army veteran, Richards operates within a large firm known for serving diverse clients with comprehensive advisory programs.
Experience: 3 years
Avg account: $246,728
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Edward M
Series 66
Austin, TX
CFM Wealth Partners LLC
Edward Moody offers expertise in wealth management and retirement income strategies, well-suited for high-net-worth clients in Austin navigating local property tax impacts. His firm, CFM Wealth Partners, manages over $760 million with a long-term investment approach and provides flexible fee options including flat fees and hourly planning, distinguishing him from advisors with more rigid fee structures.
Experience: 22 years
Avg account: $3,030,004
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Claude T
CFA®
Austin, TX
Terry McDaniel & Company
Claude Turlington's 23 years of experience and CFA® designation equip him to address the complex tax and investment needs of Austin homeowners, including property tax considerations. His firm, Terry McDaniel & Company, offers discretionary management with a focus on fundamental research and custom portfolios, serving high-net-worth clients with a 1.0% AUM fee, distinguishing him from advisors with broader or less specialized approaches.
Experience: 23 years
Avg account: $5,059,705
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