Top financial advisors in Houston, 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 strategies without the cushion of state income tax, you need advisors who understand 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 experience advising clients with assets or income across different states, as many Texans have multi-state financial ties.
- Industry knowledge. Texas's economy includes oil, gas, and business ownership; check if they understand your sector's financial nuances.
- Long-term tax modeling. Ensure they project tax impacts over time, not just for the current year, to avoid surprises in your financial plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Markos P
Series 66
Schertz, TX
Ameriprise
Markos Pappas specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Houston, TX. Working with Ameriprise, a large firm, he offers tax-efficient withdrawal strategies and detailed planning reports, supported by 14 years of experience and a 0.15% AUM fee, distinguishing him from advisors at smaller firms or with less comprehensive tax modeling.
Experience: 15 years
Avg account: $471,167
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Jared T
CFP®, Series 65
Houston, TX
Olive Wealth Management
Jared Tobin offers wealth management and tax-loss harvesting expertise in Houston, focusing on high-net-worth clients with a 1.25% AUM fee. His firm uses modern portfolio theory and fundamental analysis to create diversified, tax-efficient global portfolios, distinguishing him from others by emphasizing cost minimization and discretionary portfolio management for individuals and small businesses.
Experience: 4 years
Avg account: $1,553,130
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Trevor W
CFP®, CRPC®
Houston, TX
New Heights Planning
Trevor Winter specializes in financial planning for oil and gas professionals in Houston, combining his 14 years of engineering experience at Shell with CFP® and CRPC® credentials. His firm offers a flat-fee structure and focuses on high-net-worth clients, providing tailored tax and investment strategies that consider the unique challenges of the energy sector and Texas's tax environment.
Experience: 5 years
Avg account: $2,280,611
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Christopher H
Series 63, Series 65
Houston, TX
LPL Financial
Christopher Hopper's extensive 28 years of experience and expertise in wealth management and retirement plans for business owners make him well-equipped to address Houston's unique tax challenges, including property and federal tax integration. Operating within LPL Financial, a large firm offering flat-fee financial planning, he serves a diverse clientele and brings additional insight from his background as a business owner involved in farming, distinguishing him from other advisors.
Experience: 28 years
Avg account: $399,489
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Jonathan G
Series 66
Houston, TX
Cetera
Jonathan Ginsburgh's decade of experience and Series 66 license equip him to address Houston's complex tax environment, including wealth management and tax-loss harvesting. Affiliated with Cetera, a large firm offering flat-fee and hourly consulting options, he serves diverse clients such as business owners and executives, providing tailored retirement plans and philanthropic strategies that distinguish him from other advisors.
Experience: 10 years
Avg account: $306,089
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