Top financial advisors in Brenham, 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 the cushion of 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 Brenham.
- Local market insight. Ask how they factor Brenham's real estate trends and tax rates into your long-term plan.
- Multi-state experience. Since many advisors serve clients across Texas, check how they handle tax and financial issues that cross state lines.
- Tailored cash flow modeling. Ensure they model your cash flow to reflect Texas's sales tax and property tax burdens, not just income tax.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Rachel N
Series 66
Brenham, TX
Edward Jones
Rachel Nordt's experience at Edward Jones in Brenham, TX, equips her to address the complexities of balancing federal and property tax considerations unique to Texas. Her expertise in retirement income strategy and business exit planning, combined with the resources of a large firm managing over $1 trillion in assets, distinguishes her from other advisors in the area.
Experience: 6 years
Avg account: $246,728
-
Paul C
CFP®, ChFC®, Series 63
Brenham, TX
Fairbanks Financial Wealth Management
Paul Clark Jr. offers expertise in managing complex tax scenarios relevant to Brenham, TX, including property and federal tax integration, supported by 26 years of experience and CFP® and ChFC® credentials. His firm uses a multi-manager, multi-style investment approach and provides flat-fee and hourly pricing, catering to high-net-worth clients with tailored financial planning beyond just investment advice.
Experience: 26 years
Avg account: $4,285,714
-
Floyd R
Series 63
Brenham, TX
Morgan Stanley
Floyd Robinson's 57 years of experience and Series 63 designation equip him to navigate Brenham's unique tax landscape, including property and federal tax integration. As a seasoned advisor at Morgan Stanley, he leverages advanced modeling tools and structured discovery processes, while his personal involvement in Texas real estate offers valuable local market insight compared to other advisors.
Experience: 58 years
Avg account: $670,481
-
Greg H
Series 66
Houston, TX
Merrill
Greg Hassett's 20 years of experience and Series 66 designation equip him to address Brenham's tax challenges, including property and federal tax integration. Affiliated with Merrill, a large firm offering managed account programs and discretionary portfolio management, he serves mid-career professionals and high earners, providing active portfolio management and tax-loss harvesting strategies with a 1.10% AUM fee for accounts under $2 million.
Experience: 20 years
Avg account: $860,085
-
Troy H
Series 66
Brenham, TX
Cambridge Investment Research Advisors
Troy Herrera's eight years of experience and Series 66 designation equip him to address Brenham's unique tax challenges, especially for retirees and business owners focusing on retirement income and plans. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee options and diverse investment strategies, he provides tailored financial planning that integrates local market insights and multi-account platform expertise.
Experience: 9 years
Avg account: $378,281
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Brenham, 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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")