Top financial advisors in Gainesville, 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 and property taxes might evolve and affect your financial goals over time.
- Local market knowledge. Check their familiarity with Gainesville's economic factors that influence investment and retirement planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Cary C
CFP®, Series 66
Gainesville, TX
Cates FP, Cates Tax Advisory
Cary Cates offers expertise in general tax planning and retirement income strategy, making him well-suited for managing Gainesville's unique tax challenges. His firm combines investment management with ongoing financial and tax planning, emphasizing passive portfolios and providing IRS representation, which distinguishes him from others by integrating comprehensive tax services with personalized asset allocation.
Experience: 11 years
Avg account: $687,227
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Thomas S
Series 63, Series 65, Series 66
Gainesville, TX
SPC
Thomas Schalk's 19 years of experience and Series 63, 65, and 66 licenses equip him to address Gainesville's unique tax challenges, including retirement income and tax-loss harvesting strategies. Working with SPC, a large firm managing $5.66 billion in assets, he offers flat-fee segmented and comprehensive plans, distinguishing him with flexible fee options and extensive resources compared to smaller local advisors.
Experience: 20 years
Avg account: $192,080
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Michael C
Series 63, Series 65
Gainesville, TX
Gradient Advisors, Llc
Michael Chrustawka offers expertise in retirement income strategy and general tax planning, which is crucial for managing Gainesville's property and federal tax challenges. As an independent advisor with five years of experience and Series 63 and 65 licenses, he provides tailored financial planning through Gradient Advisors, known for combining analytical methods with client profiling to customize strategies.
Experience: 5 years
Avg account: $134,534
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Ken W
Series 63, Series 65
Gainesville, TX
Brookstone Capital Management LLC
Ken Walbridge in Gainesville, TX, offers expertise in ESG investing, active portfolio management, and retirement plans for business owners, supported by 9 years of experience and Series 63 and 65 licenses. His affiliation with Brookstone Capital Management, a large SEC-registered firm, provides access to discretionary model portfolios and negotiable fee structures including flat fees, distinguishing him from other local advisors.
Experience: 9 years
Avg account: $231,028
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Earl R
Series 63, Series 66
Gainesville, TX
Edward Jones
Earl Russell IV's 27 years of experience at Edward Jones in Gainesville, TX, equip him to navigate the complexities of federal and property tax planning unique to Texas. His expertise in wealth management and multi-generational wealth transfer, combined with the resources of a large firm managing over $1 trillion in assets, distinguishes him from other advisors in the area.
Experience: 27 years
Avg account: $246,728
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