Top financial advisors in Denton, 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 planning without state income tax, you need advisors who understand 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 strategies with property tax considerations specific to Denton.
- Multi-state experience. Ask if they have experience advising clients with assets or income across different states, as this affects tax planning.
- Business and oil-and-gas knowledge. Denton clients often have ties to local industries; check how advisors handle sector-specific financial complexities.
- Long-term tax modeling. Ensure they look beyond immediate tax savings to how taxes evolve with your financial goals over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Benjamin L
Series 65, Series 63
Denton, TX
Simpli-FI Alpha LLC
Benjamin Lott in Denton, TX, offers expertise in options and derivatives strategies, concentrated stock management, and real estate investing, which can help address complex tax considerations related to property and investments. His firm, Simpli-FI Alpha LLC, serves high-net-worth clients and businesses with a multi-faceted investment approach and charges a 2.00% annual AUM fee, distinguishing him from advisors with different fee structures or investment styles.
Experience: 3 years
Avg account: $186,456
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Russell W
Series 65
Denton, TX
Boggs Wallace Wealth Partners LLC
Russell Wallace in Denton, TX, offers wealth management and private investment expertise with a 1.50% AUM fee, backed by five years of experience and a Series 65 designation. His firm provides discretionary portfolio management and integrated planning without account minimums, using a blend of charting, fundamental and technical analysis, and modern portfolio theory, which may suit clients seeking a diverse investment approach.
Experience: 6 years
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Constance B
Series 66
Denton, TX
Edward Jones
Constance Breathitt's 15 years of experience at Edward Jones equip her to address Denton's unique tax challenges, including property tax and federal tax planning. Her expertise in wealth management, tax-loss harvesting, and multi-generational wealth transfer, combined with Edward Jones' large-firm resources and a program fee up to 1.35% annually, distinguishes her from other advisors in the area.
Experience: 15 years
Avg account: $246,728
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Quinn S
CFP®, Series 63
Denton, TX
P38 Enterprises, Inc.
Quinn Sowell in Denton, TX, offers expertise in real estate investing and options strategies, supported by 21 years of experience and CFP® certification, making him well-suited for managing property and federal tax considerations. His firm, P38 Enterprises, provides comprehensive services including tax preparation, IRS representation, and a long-term buy-and-hold investment approach, distinguishing him with a broad client base and an hourly fee structure.
Experience: 21 years
Avg account: $1,158,847
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Matthew G
Series 63, Series 66
Richardson, TX
Orion Wealth Management LLC
Matthew Gentry in Denton, TX, offers expertise in college savings plans and operates within LPL Financial, a large firm known for diverse advisory programs and technology-driven investment strategies. With 12 years of experience and flat-fee financial planning options, he also brings additional insight as a health insurance agent and employee benefits specialist, distinguishing him from advisors focused solely on investment management.
Experience: 12 years
Avg account: $225,720
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