Top financial advisors in Borger, 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 tax impacts without the cushion of state income tax in Texas. A common pitfall is overlooking how sales and property taxes affect your overall financial picture, which can lead to unexpected expenses.
- Federal and property tax focus. Confirm how the advisor balances federal tax strategies with careful modeling of property and sales taxes unique to Texas.
- Multi-state considerations. Ask how they handle clients with financial ties across states, since many advisors serve Texas clients remotely.
- Experience with local tax nuances. Look for advisors who understand Texas's tax structure beyond the absence of state income tax.
- Tailored planning for your situation. Ensure they consider your specific needs, such as business ownership or oil-and-gas equity, common in Texas.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Allen T
Series 66
Fritch, TX
GWN Securities Inc.
Allen Tollett offers expertise in wealth management and tax-loss harvesting, which is crucial for navigating Texas's unique tax environment without state income tax. With 22 years of experience at GWN Securities, a large firm managing $3.65 billion, he provides flat-fee and hourly financial planning options, catering to both individual and business clients, including founders and business owners.
Experience: 22 years
Avg account: $125,430
-
Stephen H
Series 66
Borger, TX
Ameriprise
Stephen Horst in Borger, TX, specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement who need tailored income planning. With 23 years of experience at Ameriprise, a large firm offering comprehensive advisory and insurance solutions, he serves clients with at least $1 million in investable assets and charges a 0.15% AUM fee, distinguishing him from advisors with smaller client minimums or different fee structures.
Experience: 24 years
Avg account: $471,167
-
Ryan H
Series 66
Borger, TX
Edward Jones
Ryan Hill in Borger, TX, offers wealth management with a focus on tax-loss harvesting and multi-generational wealth transfer, which can help navigate Texas's unique tax environment. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse investment strategies and a structured fee program up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 1 year
Avg account: $246,728
-
Jody H
Series 65, Series 66
Borger, TX
Holt Wealth Management LLC
Jody Holt in Borger, TX, offers expertise in general tax planning and college savings, with a decade of experience and Series 65 and 66 licenses. His firm provides discretionary portfolio management and tax preparation with flat-fee options, serving both individual and high-net-worth clients, which distinguishes him through a blend of technical and fundamental investment analysis.
Experience: 11 years
Avg account: $237,721
-
Renee S
Series 66
Pampa, TX
Cetera
Renee Shephard's experience with wealth management and tax-loss harvesting suits clients in Borger, TX, navigating federal and property tax complexities. Operating through Cetera, a large firm offering flat-fee and hourly consulting options, she supports diverse clients including business owners and executives, providing tailored financial planning despite her relatively recent industry entry.
Experience: 2 years
Avg account: $306,089
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Borger, TX
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)