Top financial advisors in Grapevine, 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 Grapevine, TX, or nearby, you likely face significant property taxes that can impact your overall financial plan. Advisors who overlook these taxes or focus only on federal income tax may miss key opportunities to optimize your finances.
- Property tax modeling. Confirm how the advisor incorporates local property taxes into your cash flow and long-term planning.
- Sales tax considerations. Ask how they account for Texas's sales tax in budgeting and spending strategies.
- Multi-state planning. If you have assets or income in other states, check how they coordinate tax impacts across jurisdictions.
- Experience with Texas market. Look for advisors familiar with local economic factors like oil-and-gas equity or business ownership that affect wealth management.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mark C
Series 65, Series 63
Grapevine, TX
Regal Investment Advisors LLC
Mark Connell in Grapevine, TX, offers expertise in active portfolio management and options strategies, which can help address local property tax impacts through dynamic investment approaches. His firm, Regal Investment Advisors LLC, manages $2.88 billion and provides flat-fee and AUM-based pricing, distinguishing him with flexible fee options and a focus on discretionary portfolio management for independent advisers.
Experience: 9 years
Avg account: $332,705
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James P
Series 63, Series 65
Grapevine, TX
Signal Securities, Inc.
James Palmersheim offers wealth management services in Grapevine, TX, with 22 years of experience and holds Series 63 and 65 licenses. His firm, Signal Securities, provides fee-based asset management and financial planning with a focus on risk management through diversified, model-based portfolios. Unlike some advisors, he offers flat-fee financial plans and hourly rates up to $250, catering to individuals and organizations with tailored strategies.
Experience: 22 years
Avg account: $597,260
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Morgan N
Series 63, Series 66
Grapevine, TX
Ameriprise
Morgan Nichols specializes in retirement income strategies and Social Security optimization, making him well-suited for clients approaching retirement in Grapevine, TX. With 14 years of experience at Ameriprise, a large firm offering tax-efficiency analysis and retirement planning services, he provides detailed recommendations and leverages a centralized consulting team to address complex tax and income planning needs.
Experience: 14 years
Avg account: $471,167
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Brian C
Series 66
Grapevine, TX
LPL Financial
Brian Chamberlain's 23 years of experience and Series 66 designation position him well to address the financial complexities faced by property owners in Grapevine, TX, including local tax considerations. Operating within LPL Financial, a large firm offering flat-fee and hourly consulting options, he provides access to advanced technologies and a broad range of advisory programs, distinguishing him from advisors with smaller firm affiliations or less flexible fee structures.
Experience: 23 years
Avg account: $399,489
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David B
Series 63, Series 66
Grapevine, TX
OSAIC
David Barnes in Grapevine, TX, brings 41 years of experience and expertise in wealth management, tax-loss harvesting, and retirement plans for business owners, which is valuable for addressing local property and sales tax impacts. Affiliated with the large firm OSAIC, he offers flat-fee structures and access to diversified portfolios with automated rebalancing, distinguishing him from advisors with smaller practices or different fee models.
Experience: 41 years
Avg account: $398,336
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