Top financial advisors in Bryan, 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 Texas.
- Multi-state expertise. Ask if they have experience advising clients with assets or income across different states, as many Texas residents have multi-state financial ties.
- Business and energy sector knowledge. Texas's economy includes many business owners and oil-and-gas professionals; check if they understand these industries' financial nuances.
- Long-term tax modeling. Ensure they project your tax liabilities over time, not just for the current year, to avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Travis V
Series 66
Bryan, TX
Cetera
Travis Vollmering in Bryan, TX, offers expertise in wealth management and tax-loss harvesting, with a focus on retirement plans for business owners, aligning well with Texas's complex tax environment. Operating within Cetera, a large firm known for diverse portfolio management and fiduciary services, he provides flexible flat-fee and hourly consulting options, catering to high earners and those approaching retirement.
Experience: 11 years
Avg account: $306,089
-
Greta M
Series 66
Bryan, TX
LPL Financial
Greta Messarra Woodward's 23 years of experience and Series 66 license equip her to navigate Bryan, TX's complex tax environment, including property and federal tax considerations. Affiliated with LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, she serves a broad client base including business owners and high-net-worth households, distinguishing her from advisors with narrower focuses.
Experience: 24 years
Avg account: $399,489
-
Bret D
Series 66
Bryan, TX
Edward Jones
Bret Dark's 13 years of experience and Series 66 credential equip him to address retirement planning and income strategies for business owners in Bryan, TX, aligning with the region's economic profile. Affiliated with Edward Jones, a large firm serving over four million clients, he offers a comprehensive approach including college savings plans and a fee structure up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 13 years
Avg account: $246,728
-
Sarah B
Series 65
Bryan, TX
Steward Inc.
Sarah Boothe in Bryan, TX, offers wealth management and income planning with a focus on high-net-worth clients, supported by Steward Inc.'s $61 million in assets under management. Her flat-fee structure combined with a 0.5% asset-based fee and experience at firms like Northwestern Mutual distinguishes her approach, emphasizing diversified, long-term asset allocation through mutual funds and ETFs.
Experience: 1 year
Avg account: $1,746,553
-
Jesse B
Series 66
Bryan, TX
OFG Financial Services, Inc.
Jesse Burditt III offers over 52 years of experience in Bryan, TX, specializing in retirement and general tax planning, which is crucial for managing Texas's unique property and federal tax challenges. His firm manages $270 million in assets using fundamental analysis and no-load mutual funds, providing non-discretionary portfolio management, and his hourly fees for planning services range from $50 to $500, making him a seasoned independent advisor with deep local expertise.
Experience: 52 years
Avg account: $247,059
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Bryan, 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")