Top financial advisors in Killeen, 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 Killeen, TX if you're navigating significant property taxes or planning for federal tax impacts without state income tax. A common mistake is overlooking how property and sales taxes affect your overall financial picture, not just focusing on income tax.
- Property tax modeling. Ask how they incorporate local property taxes into your long-term financial plan, since these can be a major expense in Texas.
- Federal tax focus. Confirm they prioritize federal tax strategies, as Texas does not have state income tax but has other tax considerations.
- Local market knowledge. Check if they understand Killeen's economic factors, like military presence or local industries, which can influence your financial goals.
- Multi-state planning. If you have ties outside Texas, ask how they handle tax and financial planning across different states to avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David T
Series 66
Killeen, TX
Edward Jones
David Torquato in Killeen, TX, specializes in retirement income strategies and plans for business owners, with a focus on military and veterans, aligning well with local economic factors. His affiliation with Edward Jones, a large firm managing over $1 trillion in assets, offers diverse investment strategies and a fee structure up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 14 years
Avg account: $246,728
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Peter B
Series 63, Series 66
Killeen, TX
LPL Financial
Peter Beronio in Killeen, TX, offers expertise in wealth management and retirement plans for business owners, with 19 years of experience and Series 63 and 66 licenses. Operating within LPL Financial, a large firm, he provides flat-fee financial planning and access to extensive investment research, distinguishing him from advisors with smaller firm affiliations or different fee structures.
Experience: 19 years
Avg account: $399,489
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Kenny K
Series 66
Killeen, TX
Raymond James Financial
Kenny Kelarek in Killeen, TX, offers expertise in general retirement and business succession planning, supported by eight years of experience and a Series 66 designation. Affiliated with Raymond James Financial, a large firm known for tailored financial plans and flat-fee options, he serves diverse clients including business owners and retirees, distinguishing him from advisors with narrower client focuses or fee structures.
Experience: 9 years
Avg account: $700,796
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Luther S
Series 63, Series 65
Killeen, TX
Cetera
Luther Stene's 31 years of experience and Series 63 and 65 credentials equip him to address Killeen's unique tax environment, including property tax modeling and federal tax strategies. Operating within Cetera's large-firm platform, he offers flat-fee financial planning and serves high earners and those approaching retirement, distinguishing him with a focus on wealth management and retirement plans for business owners.
Experience: 31 years
Avg account: $306,089
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Byron R
Series 63, Series 65
Killeen, TX
First Command Advisory Services
Byron Rogers offers financial advice in Killeen, TX, with 11 years of experience and expertise in passive and active portfolio management, tax-loss harvesting, and wealth management, which can help address local property tax and federal tax considerations. Affiliated with the large firm First Command Advisory Services, he provides a multi-service platform including financial planning and discretionary asset management, charging a 1.30% AUM fee and focusing on mid-career professionals and retired clients.
Experience: 11 years
Avg account: $214,697
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