Top financial advisors in Huntsville, 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 Huntsville, TX, or plan to, you need an advisor who understands how property taxes and federal taxes interact in your financial plan. A common mistake is overlooking the impact of significant property taxes, which can affect your cash flow and long-term goals.
- Federal and property tax balance. Confirm how they model your tax burden beyond income tax, including property and sales taxes.
- Local market knowledge. Ask how they incorporate Texas-specific tax rules and economic factors into your plan.
- Multi-state considerations. If you have assets or income from other states, check how they coordinate tax strategies across jurisdictions.
- Experience with Texas clients. Look for advisors familiar with the unique financial challenges faced by residents in this region.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Charles K
Series 63, Series 65
Huntsville, TX
OFG Financial Services, Inc.
Charles Kooken Jr. offers extensive expertise in general tax and retirement planning, with 39 years of experience serving clients in Huntsville, TX, which is crucial for navigating local property and federal tax interactions. His firm, OFG Financial Services, manages $270 million in assets using fundamental analysis and a non-discretionary approach, providing personalized strategies with negotiable hourly fees, distinguishing him from advisors with less flexible fee structures.
Experience: 39 years
Avg account: $247,059
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Gerald D
Series 63, Series 65
Huntsville, TX
Wells Fargo Clearing
Gerald Doerr's 27 years of experience and credentials, combined with his role at Wells Fargo Clearing, equip him to address the complex tax interplay for property owners in Huntsville, TX. His firm's IPS-driven investment approach and broad product offerings, along with his background as a business owner, distinguish him from other advisors by blending seasoned expertise with practical local insight.
Experience: 28 years
Avg account: $475,575
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Mila C
Series 66
Huntsville, TX
Edward Jones
Mila Castro's 12 years of experience at Edward Jones in Huntsville, TX, equip her to address the complex interplay of property and federal taxes relevant to local clients. Her expertise in wealth management and multi-generational wealth transfer, combined with the resources of a large firm serving millions, distinguishes her from advisors with smaller client bases or narrower specialties.
Experience: 13 years
Avg account: $246,728
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Peggy W
Series 63, Series 66
Huntsville, TX
SPC
Peggy Winkelmann's 28 years of experience and Series 63 and 66 designations equip her to address the complex tax interplay between federal and property taxes in Huntsville, TX. Working at SPC, a large firm managing $5.66 billion in assets, she offers flat-fee segmented and comprehensive financial plans, serving a diverse client base including business owners and charitable organizations, which may provide broader perspectives compared to smaller firms.
Experience: 28 years
Avg account: $192,080
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Kourtney S
Series 65
Huntsville, TX
Howard Capital Management, LLC
Kourtney Scott in Huntsville, TX, offers expertise in retirement income strategy and active portfolio management, which can help balance federal and property tax impacts on your financial plan. As an independent advisor at Howard Capital Management, she utilizes proprietary technical indicators for tactical investment strategies and serves individuals, trusts, and retirement plan participants with negotiable fees up to 1.1% AUM.
Experience: 2 years
Avg account: $413,299
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