Top financial advisors in Georgetown, 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.
You might seek a financial advisor in Georgetown, TX if you're navigating complex tax situations or planning for significant property tax impacts. A common mistake is overlooking how Texas's lack of state income tax shifts the tax burden to property and sales taxes, which can affect your overall financial plan.
- Federal and property tax balance. Confirm how the advisor integrates federal tax strategies with local property tax considerations unique to Texas.
- Multi-state planning insight. If you have assets or income across states, ask how they handle tax implications beyond Texas borders.
- Experience with local market. Look for advisors familiar with Georgetown's economic environment and property tax trends.
- Tailored retirement strategies. Ensure they consider Texas's tax structure when advising on retirement income and withdrawals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ben M
Series 66
Georgetown, TX
Arax Advisory Partners
Ben Meadows in Georgetown, TX, offers expertise in wealth management and retirement plans for business owners, with 11 years of experience and a Series 66 designation. His firm, Arax Advisory Partners, provides flat-fee and AUM-based pricing, serving high earners and business executives with access to alternative investments and active portfolio management, distinguishing him from advisors with more traditional fee structures or narrower client focuses.
Experience: 12 years
Avg account: $1,602,916
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Sandra D
Series 63, Series 65
Georgetown, TX
Wells Fargo Clearing
Sandra Delgado's 24 years of experience and Series 63 and 65 designations equip her to address complex tax and retirement planning needs in Georgetown, TX, especially within a large firm environment like Wells Fargo Clearing. Her firm's IPS-driven approach, integration of insurance products, and flat-fee options distinguish her from others, while her focus on high-net-worth clients aligns with those seeking tailored strategies amid Texas's unique tax landscape.
Experience: 24 years
Avg account: $475,575
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Tom M
Series 65, Series 63
Georgetown, TX
First Command Advisory Services
Tom Mitchell Jr. in Georgetown, TX, offers expertise in retirement income strategy and tax-loss harvesting, which can help address the unique property tax challenges in Texas. Affiliated with First Command Advisory Services, a large firm serving active-duty service members and their families, he brings 12 years of experience and a 1.30% AUM fee, distinguishing him with a focus on active portfolio management and ESG investing.
Experience: 12 years
Avg account: $214,697
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Scott O
Series 66
Georgetown, TX
SPC
Scott Olson's 19 years of experience and Series 66 designation equip him to address retirement income strategies and tax-loss harvesting, important for managing Georgetown's unique tax environment. His affiliation with SPC, a large firm managing $5.66 billion in assets, offers clients access to extensive resources and a flat-fee structure, distinguishing him from advisors with different fee models or smaller firm support.
Experience: 19 years
Avg account: $192,080
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Benjamin T
Series 66
Georgetown, TX
Edward Jones
Benjamin Tanguay at Edward Jones in Georgetown, TX, offers wealth management with a focus on tax-loss harvesting and multi-generational wealth transfer, which can help address complex tax and property tax considerations in Texas. As part of a large firm managing over $1 trillion in assets, he provides access to diverse investment strategies and a wrap fee program with an annual fee up to 1.35%, suitable for clients seeking comprehensive wealth management.
Experience: 0 years
Avg account: $246,728
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