Top financial advisors in El Paso, 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 complexity of state income tax, these advisors can help you plan accordingly. A common mistake is overlooking how property and sales taxes impact your overall financial picture, which can lead to unexpected expenses.
- Federal tax focus. Confirm how they integrate federal tax planning with your broader financial goals, especially since Texas lacks state income tax.
- Property tax modeling. Ask how they account for local property taxes in your cash flow and long-term plans.
- Sales tax considerations. Understand their approach to managing the impact of Texas's sales tax on your spending and budgeting.
- Local market knowledge. Check their experience with El Paso's economic factors that affect investments and retirement planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Miguel H
Series 66
El Paso, TX
J.P. Morgan Securities
Miguel Huerta, based in El Paso, TX, offers wealth management services through J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting. With five years of financial experience and a Series 66 designation, he brings a unique perspective from his prior decade in the beverage industry, potentially benefiting executives and business owners navigating local tax and investment considerations.
Experience: 6 years
Avg account: $318,381
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Matthew T
Series 63, Series 65
El Paso, TX
First Command Advisory Services
Matthew Turner in El Paso, TX, offers financial planning that integrates federal tax considerations with local property and sales tax impacts, supported by his role at First Command Advisory Services, a large firm serving diverse client types. His dual experience as a financial advisor and Realtor provides unique local market insights, while his 1.30% AUM fee and focus on tax-loss harvesting and active portfolio management distinguish him from others.
Experience: 2 years
Avg account: $214,697
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Kenneth H
Series 63
El Paso, TX
Consolidated Portfolio Review Corp
Kenneth Hewitt Sr. in El Paso, TX, offers extensive experience with 33 years in the industry and specializes in active portfolio and wealth management, which suits clients managing property and federal tax complexities in Texas. His firm provides flat-fee annual planning and hourly consulting, serving a diverse client base including high-net-worth individuals and trusts, with a strategic asset allocation approach integrating fundamental and technical analysis.
Experience: 33 years
Avg account: $255,274
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Robert S
Series 63, Series 65
El Paso, TX
Independent Financial Group, LLC
Robert Sweet's 26 years of experience and Series 63 and 65 licenses equip him to address El Paso's unique tax environment, including federal tax planning and local property tax considerations. His firm, Independent Financial Group, LLC, manages $11.3 billion in assets and offers flat-fee financial planning alongside active and passive investment strategies, providing diverse options compared to other advisors in the area.
Experience: 26 years
Avg account: $474,424
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Thomas C
Series 63, Series 66
El Paso, TX
CWM, LLC
Thomas Chaney's extensive 39 years of experience and Series 63 and 66 licenses equip him to address El Paso's unique tax environment, including federal tax planning and property tax considerations. Operating within CWM, LLC, a large firm offering flat-fee financial planning and diverse asset management services, he serves a broad client base from individuals to institutional sponsors, differentiating him through comprehensive resources and a seasoned approach.
Experience: 39 years
Avg account: $875,860
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