Top financial advisors in Big Spring, 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 Big Spring, TX if you're navigating complex federal tax planning or managing significant property taxes, which can be a major expense here. A common mistake is overlooking how property and sales taxes impact your overall financial picture, not just focusing on income tax.
- Federal tax focus. Confirm how the advisor integrates federal tax strategies with your broader financial goals, since Texas has no state income tax.
- Property tax modeling. Ask how they account for local property taxes in your cash flow and long-term plans.
- Sales tax impact. Understand if they consider sales tax effects on your spending and budgeting.
- Local market knowledge. Check their experience with Texas-specific financial issues like oil-and-gas equity or multi-state retirement planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jimmy N
Series 63, Series 66
Big Spring, TX
Edward Jones
Jimmy Newsom offers extensive expertise in wealth management and tax-loss harvesting, crucial for navigating Big Spring's unique tax landscape, including property and sales taxes. With 29 years at Edward Jones, a large firm managing over $1 trillion in assets, he provides seasoned guidance and supports both individual and institutional clients through diverse advisory programs.
Experience: 30 years
Avg account: $246,728
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Troy T
Series 63, Series 65
Big Spring, TX
LPL Enterprise
Troy Tompkins offers expertise in tax-loss harvesting and integrates federal tax strategies with local property tax considerations, which is crucial for managing finances in Big Spring, TX. His 30 years of experience at a large firm like LPL Enterprise, combined with a flat-fee structure and involvement in local governance, distinguish him from other advisors in the area.
Experience: 30 years
Avg account: $239,757
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Cressinda H
CFP®, Series 63, Series 65, Series 66
Midland, TX
Eight 31 Financial, LLC
Cressinda Hyatt, based in Midland, TX, is well-equipped to address complex financial needs near Big Spring, especially for high-net-worth clients requiring active portfolio management and alternative investment strategies. With 20 years of experience and CFP® certification, she offers flat-fee consulting and discretionary portfolio management through Eight 31 Financial, LLC, which manages nearly $494 million, distinguishing her with a strong institutional and personalized approach.
Experience: 20 years
Avg account: $6,965,280
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Garrett G
Series 66
Big Spring, TX
Raymond James Financial
Garrett Gunn offers expertise in wealth management and tax strategies for small businesses, which is valuable for navigating Big Spring's unique tax environment including property and sales taxes. His affiliation with Raymond James Financial, a large firm known for tailored planning and municipal advisory services, combined with his flat-fee structure and eight years of experience, distinguishes him from other advisors in the area.
Experience: 8 years
Avg account: $700,796
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Steven S
CFP®, Series 63
Big Spring, TX
LPL Financial
Steven Stone's 36 years of experience and CFP® certification equip him to address complex federal tax planning and property tax considerations in Big Spring, TX. Affiliated with LPL Financial, a large national firm, he offers flat-fee financial planning up to $15,000 and serves diverse clients including executives and business owners, distinguishing him with broad expertise and a seasoned approach.
Experience: 36 years
Avg account: $399,489
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