Top financial advisors in Beeville, 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 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, leading to unexpected expenses.
- 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 strategies.
- 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 modeling. Ensure they project your tax liabilities over time, not just for the current year, to avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kevin C
Series 63, Series 66
Kenedy, TX
KMC Wealth Management, LLC
Kevin Carrasco offers expertise in private and alternative investments, business exit strategies, and succession planning, which suits clients managing complex tax situations in Texas. With 20 years of experience and an independent fee structure including a 1.5% AUM fee and $350 hourly planning, he serves high-net-worth individuals and businesses, providing a blend of fundamental and technical investment analysis.
Experience: 20 years
Avg account: $804,999
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Julia S
Series 63
Goliad, TX
Ameriprise
Julia Stimson's 28 years of experience and focus on retirement income strategy make her well-suited for clients approaching retirement in the Beeville area. Working with Ameriprise, a large firm offering tax-efficient retirement planning and algorithmic modeling, she provides detailed income and Social Security optimization strategies with a competitive 0.15% AUM fee, distinguishing her from advisors with less specialized retirement expertise.
Experience: 28 years
Avg account: $471,167
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Karen C
Series 63, Series 65
Goliad, TX
D.A. DAVIDSON & Co.
Karen Cole's 23 years of experience and Series 63 and 65 licenses equip her to address complex wealth management and retirement income strategies, relevant for clients managing Texas's unique tax challenges. Affiliated with D.A. Davidson & Co., a large firm offering fiduciary-standard advisory services and a Private Wealth program for high-net-worth clients, she stands out for serving diverse client types including business owners and executives near Beeville, TX.
Experience: 23 years
Avg account: $552,040
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Philip C
Series 63, Series 65
George West, TX
First Advisors National, LLC
Philip Crawford's 27 years of experience and Series 63 and 65 licenses equip him to navigate Texas's unique tax landscape, including property tax considerations. His firm, First Advisors National, LLC, serves high-net-worth clients with discretionary asset management and combines tactical and strategic investment approaches, differentiating him from others by integrating fundamental analysis and third-party manager selection.
Experience: 27 years
Avg account: $104,132
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Sairrah N
ChFC®, Series 66
Beeville, TX
Edward Jones
Sairrah Nelson offers wealth management and tax-loss harvesting expertise, which can help navigate Texas's unique property and federal tax landscape. Working at Edward Jones, a large firm with over 23,000 advisors, she supports diverse client needs with a program fee up to 1.35% annually, bringing three years of experience and a background in healthcare and education sectors.
Experience: 4 years
Avg account: $246,728
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