Top financial advisors in Del Rio, 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 facing a major financial decision like buying a home, planning for retirement, or managing unexpected expenses, the advisors below can help you navigate these challenges with local insight. A common pitfall is working with someone unfamiliar with Del Rio's unique economic and tax environment, which can lead to missed opportunities or costly mistakes.
- Local tax knowledge. Confirm how they incorporate Texas state tax rules and local cost-of-living factors into your financial plan.
- Experience with regional markets. Ask how they tailor investment strategies to the economic conditions specific to Del Rio and surrounding areas.
- Comprehensive cash flow planning. Ensure they consider your income, expenses, and potential financial shocks common in this region.
- Coordination with local professionals. Check if they collaborate with area accountants, attorneys, or other experts to provide well-rounded advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Eldon B
CFP®, Series 63
Del Rio, TX
Brown Financial Group
Eldon Brown offers expertise in wealth management and retirement plans tailored for business owners in Del Rio, TX, leveraging 21 years of experience and CFP® certification to address local financial challenges. His firm manages $21.1 million across 119 accounts using modern portfolio theory and long-term strategies, with flexible fees ranging from 0.50% to 2.00% AUM or $200 to $300 hourly, distinguishing him through comprehensive planning and personalized portfolio management.
Experience: 21 years
Avg account: $177,423
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John P
Series 66
Del Rio, TX
Raymond James Financial
John Plumb's 23 years of experience and Series 66 designation equip him to address retirement and business succession planning in Del Rio, incorporating local economic factors. Affiliated with Raymond James Financial, a large firm offering flat-fee and hourly services, he serves diverse clients and emphasizes cash flow and budgeting, distinguishing him through comprehensive, research-backed financial consulting.
Experience: 23 years
Avg account: $700,796
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Scott M
Series 63, Series 65
Del Rio, TX
First Command Advisory Services
Scott Mann offers financial guidance in Del Rio, TX, with expertise in passive and active portfolio management, tax-loss harvesting, and wealth management, supported by Series 63 and 65 licenses. Affiliated with First Command Advisory Services, a large firm known for face-to-face coaching and model portfolios, he serves mid-career professionals and retired clients with a 1.30% AUM fee, distinguishing him through a structured, advisor-led approach.
Experience: 2 years
Avg account: $214,697
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Jessica L
Series 66
Del Rio, TX
Edward Jones
Jessica Leyendecker offers expertise in retirement income strategy and wealth management, supported by 15 years of experience and a Series 66 designation, making her well-suited for financial planning in Del Rio, TX. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides a range of advisory programs with fees up to 1.35% annually, and her local property ownership adds practical insight into the area's economic conditions.
Experience: 16 years
Avg account: $246,728
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Sergio R
Series 63, Series 66
Del Rio, TX
Cetera
Sergio Rodriguez offers expertise in wealth management and retirement plans tailored for business owners, making him well-suited for clients in Del Rio navigating local economic and tax conditions. With 14 years of experience, Series 63 and 66 designations, and a flat-fee structure through Cetera's large firm platform, he provides flexible financial planning options and local insight enhanced by his involvement in community services.
Experience: 15 years
Avg account: $306,089
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