Top financial advisors in Fredericksburg, 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 Fredericksburg, you need an advisor who understands how property taxes affect your overall financial picture, since Texas has no state income tax but significant property taxes. A common mistake is ignoring these taxes in your long-term planning, which can lead to unexpected expenses.
- Federal tax focus. Confirm how they integrate federal income tax strategies with your local tax situation.
- Property tax modeling. Ask how they account for property taxes in your cash flow and retirement plans.
- Sales tax impact. Understand how they factor in Texas sales taxes on your spending habits.
- Local market knowledge. Check if they consider regional economic factors that influence your investments and expenses.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James R
CFA®, Series 63
Fredericksburg, TX
Noble Investors LLC
James Roeder's 23 years of experience and CFA® designation equip him to address the complex tax considerations for property owners in Fredericksburg, TX, integrating federal tax strategies with local property tax impacts. As an independent advisor serving high-net-worth clients, he focuses on passive index investing and retirement planning with a 1% AUM fee, differentiating him through personalized portfolio management and a client-specific investment approach.
Experience: 23 years
Avg account: $3,406,043
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Nicole S
Series 66
Fredericksburg, TX
Raymond James Financial
Nicole Singleton's expertise in general retirement and business succession planning suits Fredericksburg property owners needing integrated tax and cash flow strategies. Affiliated with Raymond James Financial, a large firm offering flat-fee services, she combines nine years of experience with local real estate knowledge and leadership at S4 Wealth Management, providing a broad perspective compared to advisors focused solely on investment management.
Experience: 10 years
Avg account: $700,796
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Patrick M
Series 63
Fredericksburg, TX
Private Group Wealth Management, LLC
Patrick Moore's dual expertise as a CPA and financial advisor in Fredericksburg, TX, equips him to integrate federal income tax strategies with local property tax considerations effectively. His firm manages $30 million using model-based portfolio management and offers flat-fee financial planning, serving high-net-worth clients with a focus on comprehensive tax, estate, and business planning.
Experience: 22 years
Avg account: $491,803
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Tammie K
Series 63, Series 65
Fredericksburg, TX
J.P. Morgan Securities
Tammie Knopp's 17 years of experience and Series 63 and 65 licenses position her to address wealth management needs in Fredericksburg, TX, where property tax considerations are crucial. Affiliated with J.P. Morgan Securities, a large firm offering institutional consulting and customized reporting, she serves executives and business owners with a 0.30% annual AUM fee, differentiating her through extensive firm resources and a focus on high-net-worth clients.
Experience: 17 years
Avg account: $318,381
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Paul W
Series 66
Marble Falls, TX
Edward Jones
Paul White in Fredericksburg, TX, brings 11 years of experience and a Series 66 designation, specializing in estate planning, family business, and business succession, which can help integrate property tax considerations into your financial plan. Working with Edward Jones, a large firm managing over $1 trillion in assets, he offers various advisory programs with fees up to 1.35% annually, suitable for clients seeking comprehensive wealth management and local expertise.
Experience: 11 years
Avg account: $246,728
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