Top financial advisors in El Campo, 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 experience. Ask if they have strategies for clients with assets or income across different states, since many advisors serve Texas clients remotely.
- Long-term tax outlook. Ensure they consider how sales tax and property tax trends might affect your financial plans over time.
- Local market knowledge. Check if they understand El Campo's economic factors that influence investment and retirement decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ann H
Series 63, Series 65
El Campo, TX
Ameriprise
Ann Hundl specializes in retirement income strategy and Social Security optimization, making her well-suited for clients in El Campo managing complex tax considerations related to retirement. Working with Ameriprise, a large firm offering tax-efficient strategies and a broad range of services, she brings 10 years of experience and a 0.15% AUM fee, distinguishing her through a combination of local insight and comprehensive retirement planning.
Experience: 11 years
Avg account: $471,167
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Sandrea C
Series 66
El Campo, TX
Beacon Pointe Advisors, LLC
Sandrea Crivellari offers 17 years of experience in wealth management and tax-loss harvesting, well-suited for navigating El Campo's property and federal tax landscape. Working at Beacon Pointe Advisors, a large firm with a manager-focused investment approach, she provides flexible fee options including flat fees and negotiable tiered AUM rates, distinguishing her from advisors with less diverse fee structures or smaller firm resources.
Experience: 18 years
Avg account: $1,661,951
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Terry F
CFP®, Series 63, Series 65
Bay City, TX
Trilogy Wealth Management, LLC
Terry Farrar's 33 years of experience and CFP® certification equip him to navigate the complexities of federal and property tax planning relevant to Texas clients. Based in nearby Bay City, TX, he leads Trilogy Wealth Management, which emphasizes a long-term investment approach with diversified portfolios and charges a 1.50% AUM fee, distinguishing him from advisors with different fee structures or investment styles.
Experience: 33 years
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Jason C
CFP®, Series 63, Series 65
Elcampo, TX
Raymond James Financial
Jason Croix's 25 years of experience and CFP® certification equip him to navigate the complexities of federal and property tax planning in El Campo, TX. Affiliated with Raymond James Financial, a large firm serving diverse clients including high-net-worth individuals and municipal entities, he offers flat-fee and hourly planning services, distinguishing him with flexible fee structures and broad client expertise.
Experience: 26 years
Avg account: $700,796
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Jalisa Z
ChFC®, Series 66
El Campo, TX
Edward Jones
Jalisa Zboril's 13 years at Edward Jones equip her to address El Campo's unique tax challenges, including property and federal tax integration, with a focus on retirement income and multi-generational wealth transfer. Her partnership in a local farming operation adds practical insight into regional economic factors, while Edward Jones' large-firm resources and a fee structure up to 1.35% annually provide a broad advisory platform compared to smaller firms.
Experience: 13 years
Avg account: $246,728
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