Top financial advisors in Baytown, 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 be considering financial advice if you're navigating significant property taxes or planning for federal income tax strategies in Texas, where no state income tax exists but other taxes can impact your finances. A common mistake is overlooking how property and sales taxes affect your overall tax picture, leading to unexpected expenses.
- Federal tax focus. Confirm how the advisor integrates federal tax planning with your broader financial goals, not just state tax considerations.
- Property tax modeling. Ask how they account for Texas's significant property taxes in your long-term budget and investment plans.
- Multi-state experience. Since many advisors serve clients across states, check their familiarity with Texas-specific tax nuances and regulations.
- Client fit. Discuss how they tailor advice for your situation, whether you're a business owner, retiree, or involved in oil and gas equity, to ensure relevant guidance.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Lindsey F
Series 66
Baytown, TX
Edward Jones
Lindsey Frazier in Baytown, TX, specializes in retirement plans for business owners and serves clients in oil and gas, technology, and faith-based sectors, aligning well with local industry needs. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers advisory programs with fees up to 1.35% annually, providing access to extensive resources and a broad network compared to smaller firms.
Experience: 1 year
Avg account: $246,728
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Thomas B
Series 63, Series 66
Baytown, TX
Gulf Coast RIA
Thomas Badgett offers expertise in options and derivatives strategies along with tax-loss harvesting, which can be valuable for managing federal tax implications and property tax considerations in Baytown, TX. With 24 years of experience and a flat quarterly retainer fee, he provides asset-allocation driven portfolio management tailored to individual and high-net-worth clients, distinguishing him from advisors with different fee structures or less specialized tax strategy experience.
Experience: 25 years
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Kyle P
CFP®, Series 66
Baytown, TX
Avantax Planning Partners, Inc.
Kyle Pledger offers expertise in retirement income strategy and tax-loss harvesting, which is valuable for managing federal tax planning alongside Texas's property tax considerations. His CFP® certification, nine years of experience, and affiliation with Avantax Planning Partners, known for collaborating with CPA firms and using model-based investment strategies, distinguish him from other advisors in Baytown, TX.
Experience: 9 years
Avg account: $692,697
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Armando G
Series 66, Series 63
Houston, TX
Merrill
Armando Garza in Baytown, TX, offers expertise in tax-loss harvesting and active portfolio management, which can help address the impact of property and federal taxes on your investments. Working at Merrill, a large firm with integrated services and a 1.10% AUM fee for managed strategies, he serves mid-career professionals and high earners, bringing experience from J.P. Morgan to support diverse client needs.
Experience: 4 years
Avg account: $860,085
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Brian S
CFP®, PFS™, Series 63, Series 65
Baytown, TX
Avantax Planning Partners, Inc.
Brian Stephens offers extensive expertise in wealth management and tax-loss harvesting, making him well-suited for clients in Baytown, TX, navigating property and federal tax complexities. With 29 years of experience, CFP® and PFS™ credentials, and a flat-fee structure for planning, he stands out by combining large-firm resources with personalized service tailored to business owners, executives, and retirees.
Experience: 29 years
Avg account: $692,697
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