Top financial advisors in Bonham, 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 property in Bonham, TX, or plan significant purchases, you need an advisor who understands how property and sales taxes impact your overall financial picture. Without this insight, you might overlook key expenses that affect your cash flow and long-term plans. The top matches here often have experience navigating Texas's unique tax landscape, which lacks state income tax but relies heavily on other taxes.
- Federal and local tax integration. Confirm how they balance federal tax strategies with Texas-specific property and sales tax considerations.
- Property tax modeling. Ask how they incorporate property tax projections into your budget and investment plans.
- Sales tax impact. Understand if they help you anticipate sales tax effects on large purchases or business expenses.
- Multi-state experience. Since many advisors serve Texas clients remotely, check their familiarity with Texas tax rules and local financial nuances.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Timothy P
Series 63, Series 65
Denison, TX
LPL Financial
Timothy Parady's experience with wealth management and retirement plans suits clients in Bonham, TX, who need guidance on integrating federal tax strategies with Texas's property and sales tax landscape. Operating through LPL Financial, a large firm offering flat-fee financial planning, he serves diverse clients including business owners and retirees, providing access to extensive investment research and solutions.
Experience: 5 years
Avg account: $399,489
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Carlisle M
Series 66
Leonard, TX
Cornerstone Wealth Management, LLC
Carlisle Mott's 19 years of experience and Series 66 designation equip him to address the financial complexities faced by property owners in Bonham, TX, including tax considerations unique to Texas. His firm, Cornerstone Wealth Management, offers flat-fee financial planning and serves a diverse clientele, providing tailored asset management through discretionary and wrap-fee programs, which may appeal to clients seeking flexible fee structures and personalized investment strategies.
Experience: 19 years
Avg account: $386,247
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Robert S
Series 66
Bonham, TX
Edward Jones
Robert Scott's experience with Edward Jones in Bonham, TX, positions him to address local property and sales tax impacts, supported by his Series 66 designation and expertise in wealth management and tax-loss harvesting. His background as a business owner and involvement in local agriculture provide practical insights, while Edward Jones's large-firm resources offer diverse advisory programs and a broad client network, distinguishing him from smaller local advisors.
Experience: 5 years
Avg account: $246,728
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Homer T
Series 63, Series 65
Denison, TX
Cambridge Investment Research Advisors
Homer Thornton III brings 23 years of experience and specializes in retirement income strategies and plans for business owners, which can be valuable for managing property and sales tax impacts in Bonham, TX. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, he serves diverse clients including executives and retirees, providing both discretionary and non-discretionary portfolio management.
Experience: 23 years
Avg account: $378,281
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David L
PFS™, Series 63
Leonard, TX
Cetera
David Lashley offers expertise in wealth management and tax-loss harvesting, which can help address the property and sales tax considerations important in Bonham, TX. Operating from Leonard, TX with Cetera, a large firm, he provides flexible fee structures including flat fees and hourly consulting, catering to high earners and those approaching retirement, distinguishing him from advisors with more rigid fee models or narrower client focuses.
Experience: 16 years
Avg account: $306,089
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