Top financial advisors in Brownwood, 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 or run a business in Brownwood, TX, you need an advisor who understands how property and sales taxes impact your finances, since Texas has no state income tax but significant other taxes. A common mistake is ignoring these taxes in your financial plan, which can lead to unexpected expenses.
- Federal and local tax balance. Confirm how they integrate federal income tax with property and sales tax planning to avoid surprises.
- Multi-state considerations. If you have income or assets in other states, ask how they handle tax implications across borders.
- Experience with Texas markets. Look for advisors familiar with local economic factors like oil and gas or agriculture that affect your wealth.
- Long-term tax modeling. Ensure they project tax impacts over time, not just for the current year, to support sustainable decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Will K
ChFC®, Series 66
Brownwood, TX
Edward Jones
Will Kothmann's experience at Edward Jones, a large full-service wealth management firm, equips him to address the complex tax landscape in Brownwood, TX, including property and sales taxes alongside federal considerations. His background includes retirement income strategy and estate planning, and his connection to a family ranch offers practical insight into local economic factors, distinguishing him from advisors without such regional ties.
Experience: 8 years
Avg account: $246,728
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Richard M
Series 65
Brownwood, TX
LPL Financial
Richard Martin's extensive 53 years of experience and Series 65 designation equip him to navigate the complex tax landscape in Brownwood, TX, including property and sales taxes. Affiliated with LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, he serves a broad client base including business owners and high-net-worth households, distinguishing him from advisors with narrower focuses.
Experience: 53 years
Avg account: $399,489
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Mark T
Series 66
Brownwood, TX
Cambridge Investment Research Advisors
Mark Trice's 17 years of experience and Series 66 designation equip him to address the complex tax environment in Brownwood, TX, including property and sales tax considerations. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, he specializes in retirement income strategies and plans for business owners, providing tailored solutions for executives and retirees alike.
Experience: 17 years
Avg account: $378,281
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