Top financial advisors in Granbury, 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 be considering financial advice in Granbury, TX, if you're navigating significant property taxes or planning for federal tax impacts without state income tax. A common pitfall is overlooking how property and sales taxes affect your overall financial picture, not just focusing on income tax.
- Tax impact understanding. Confirm how the advisor models property and sales taxes alongside federal taxes to avoid surprises.
- Local market knowledge. Ask how they incorporate Granbury's economic factors into your financial plan.
- Multi-state considerations. If you have assets or income in other states, check how they handle cross-state tax and planning complexities.
- Experience with diverse clients. Inquire about their work with clients in Texas's varied industries, such as oil, gas, or small business ownership.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Dustin P
Series 66
Granbury, TX
J.P. Morgan Securities
Dustin Paterson's experience with J.P. Morgan Securities in Granbury, TX, equips him to address complex tax impacts including property and federal taxes, benefiting clients like executives and business owners. His firm's large-scale institutional consulting and a 0.30% annual AUM fee provide a structured approach, distinguishing him from advisors with smaller firm resources or different fee models.
Experience: 4 years
Avg account: $318,381
-
Justin H
CFP®, Series 66
Omaha, NE
Carson Wealth
Justin Haschke's 11 years of experience and CFP® certification equip him to address Granbury's unique tax challenges, including property and federal tax impacts. Advising through CWM, LLC, a large firm with a flat-fee structure, he serves diverse clients such as high-net-worth families and corporations, utilizing discretionary portfolio management and a blend of in-house and third-party investment models.
Experience: 12 years
Avg account: $875,860
-
Bradley B
CFP®, ChFC®, Series 63
Granbury, TX
LPL Financial
Bradley Burnfield's 27 years of experience and CFP® certification equip him to address Granbury's unique tax challenges, including property and federal tax impacts. His background as a business owner and involvement in managing a family farm provide practical insights, while LPL Financial's large-firm resources and flat-fee planning options offer diverse investment solutions and flexible client services.
Experience: 28 years
Avg account: $399,489
-
Justin M
Series 66
Granbury, TX
Raymond James Financial
Justin Maroney's decade of experience and Series 66 designation equip him to address Granbury's unique tax challenges, including property and federal tax impacts. His role at Raymond James Financial, a large firm offering flat-fee planning and investment consulting, complements his expertise in retirement and business succession planning, making him a versatile choice for diverse clients including business owners and retirees.
Experience: 11 years
Avg account: $700,796
-
Michelle B
CFP®, Series 63
Granbury, TX
Berry Wealth Group
Michelle Berry offers wealth management services in Granbury, TX, with 28 years of industry experience and CFP® certification, making her well-equipped to address local tax and financial planning complexities. Her firm manages $242.6 million in discretionary assets using a long-term investment approach with low-cost mutual funds and ETFs, and she charges a 1.15% annual fee, distinguishing her from advisors with different fee structures or investment styles.
Experience: 28 years
Avg account: $816,622
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Granbury, TX
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)