Top financial advisors in Dumas, 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.
- Sales tax impact. Ask how they factor in Texas's sales tax on your spending and investment decisions.
- Multi-state experience. Since many advisors serve clients across states, check their familiarity with cross-border tax issues affecting Texans.
- Local market knowledge. Ensure they understand Texas's economic sectors like oil and gas, which can influence your financial strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brandon S
Series 66
Dumas, TX
Edward Jones
Brandon Skipworth's 16 years of experience and Series 66 license equip him to address the complex tax landscape in Dumas, TX, including property and federal tax considerations. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers wealth management and tax-loss harvesting services, benefiting clients seeking multi-generational wealth transfer strategies within a broad advisory network.
Experience: 17 years
Avg account: $246,728
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Brenda C
Series 66
Dumas, TX
Cetera
Brenda Caballero's eight years of experience and Series 66 license equip her to address the complex tax considerations in Dumas, Texas, including property and federal tax integration. Working with Cetera, a large firm offering flat fees and diverse portfolio management, she serves high earners and those approaching retirement, distinguishing her with both local involvement and flexible fee structures.
Experience: 8 years
Avg account: $306,089
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Joby C
Series 63, Series 66
Dalhart, TX
Raymond James Financial
Joby Childress, based in Dalhart, TX, brings 23 years of experience and expertise in retirement and business succession planning, which can help manage the complex tax landscape in Texas. Affiliated with Raymond James Financial, a large firm offering flat-fee and hourly fee structures, he serves a diverse client base with a focus on non-discretionary investment consulting, distinguishing him from advisors with different fee models or firm sizes.
Experience: 24 years
Avg account: $700,796
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Allen T
Series 66
Fritch, TX
GWN Securities Inc.
Allen Tollett offers expertise in wealth management and tax-loss harvesting, which can help balance federal and property tax considerations relevant to Texas residents. With 22 years of experience at GWN Securities, a large firm managing $3.65 billion across 37,000 accounts, he provides flat-fee and hourly financial planning options, distinguishing him from advisors with different fee structures or smaller client bases.
Experience: 22 years
Avg account: $125,430
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Jody H
Series 65, Series 66
Borger, TX
Holt Wealth Management LLC
Jody Holt offers expertise in general tax planning and college savings, with a decade of experience in financial advising near Dumas, TX. His firm provides flat-fee financial planning and tax preparation, managing portfolios with a mix of equities and REITs, which may appeal to clients seeking a blend of technical and fundamental investment analysis.
Experience: 11 years
Avg account: $237,721
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