Top financial advisors in Denison, 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 in Denison, TX, or plan to, you need an advisor who understands how property taxes and federal taxes interact with your overall financial picture. A common mistake is overlooking the impact of significant property taxes, which can affect your cash flow and long-term plans.
- Federal and property tax balance. Look for advisors who model both federal income and property taxes together, not just one or the other.
- Sales tax considerations. Texas relies heavily on sales tax, so ask how your spending habits might influence your tax planning.
- Local market knowledge. Advisors familiar with Denison's real estate and economic environment can better anticipate tax and investment implications.
- Multi-state planning. If you have ties beyond Texas, confirm how they coordinate tax strategies across different states to avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Dave R
Series 63, Series 66
Denison, TX
Gaddis Premier Wealth Advisors LLC
Dave Reed offers wealth management and income planning with 21 years of experience in Denison, TX, making him well-equipped to address the interplay of property and federal taxes for local clients. His firm uses model-based portfolio management with low-cost funds and fundamental analysis, and he provides flexible flat-fee and hourly pricing, distinguishing him from advisors with different fee structures or less local involvement.
Experience: 21 years
Avg account: $252,570
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James O
Series 63, Series 65
Denison, TX
Primerica Advisors
James Oldham in Denison, TX, combines 41 years of experience with expertise in tax-loss harvesting and income planning, addressing the complex interplay of property and federal taxes. Operating within Primerica Advisors' large-firm environment, he offers discretionary asset management with a tiered wrap fee, catering primarily to individual and high-net-worth clients, and also runs a tax preparation business enhancing his local tax knowledge.
Experience: 42 years
Avg account: $228,117
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Justin W
Series 66
Denison, TX
Edward Jones
Justin Wheatley in Denison, TX, offers expertise in retirement income strategy and business exit planning, which can help balance federal and property tax impacts for local property owners. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse investment strategies and serves clients with a fee structure up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 7 years
Avg account: $246,728
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Sydney M
Series 66
Austin, TX
LPL Financial
Sydney Moore offers expertise in wealth management and tax-loss harvesting, which can help balance federal and property taxes for Denison property owners. Operating within LPL Financial, a large firm managing over $819 billion in assets, she provides flat-fee financial planning and has experience with retirement plans for business owners, distinguishing her from advisors with different fee structures or specialties.
Experience: 0 years
Avg account: $399,489
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Tammy C
Series 63, Series 65
Denison, TX
Cetera
Tammy Cranford's 24 years of experience and Series 63 and 65 licenses equip her to navigate the complex interplay of federal and property taxes in Denison, TX, especially for high earners and those approaching retirement. Affiliated with Cetera, a large firm offering diverse portfolio management and flat-fee planning options, she provides tailored strategies that consider local market nuances and client-specific financial goals.
Experience: 24 years
Avg account: $306,089
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