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 if you're navigating the complexities of federal income tax alongside significant property taxes in Killeen, TX. A common pitfall is overlooking how property and sales taxes impact your overall tax picture, not just focusing on income tax.
- Federal and property tax balance. Ask how they integrate federal tax planning with local property tax considerations to avoid surprises.
- Multi-state tax awareness. Confirm if they understand tax implications for clients with assets or income across different states.
- Experience with local market. Inquire about their familiarity with Killeen's economic factors that affect financial planning.
- Tailored tax modeling. Look for advisors who model your tax situation beyond income tax, including sales and property taxes, for a comprehensive plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James J
Series 63, Series 65
Killeen, TX
Primerica Advisors
James Judd's 13 years of experience and Series 63 and 65 licenses equip him to address complex tax planning needs in Killeen, including integrating federal and property tax considerations. Working with Primerica Advisors, a large firm offering discretionary asset management and tiered wrap-fee structures, he serves both individual and high-net-worth clients, differentiating him through access to model-delivery strategies and separately managed accounts.
Experience: 13 years
Avg account: $228,117
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Ramon J
Series 66
Fort Worth, TX
First Command Advisory Services
Ramon Jimenez in Killeen, TX, offers expertise in retirement income strategy and tax-loss harvesting, which can help balance federal and local property tax considerations. Affiliated with the large firm First Command Advisory Services, he serves active-duty service members and their families, providing active portfolio management with a 1.30% AUM fee, distinguishing him from advisors focused solely on passive investing or smaller client bases.
Experience: 4 years
Avg account: $214,697
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David T
Series 66
Killeen, TX
Edward Jones
David Torquato in Killeen, TX, offers expertise in retirement income strategy and plans for business owners, supported by 14 years of experience and a Series 66 designation. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides a comprehensive wealth management approach with an annual program fee up to 1.35%, distinguishing him from advisors at smaller firms.
Experience: 15 years
Avg account: $246,728
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Peter B
Series 63, Series 66
Killeen, TX
LPL Financial
Peter Beronio in Killeen, TX, brings 19 years of experience and specializes in college savings plans, which can complement comprehensive tax planning strategies. Operating within LPL Financial, a large firm offering flat-fee and hourly consulting options, he provides access to extensive resources and model portfolio management, 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's nine years of experience and Series 66 designation equip him to address the complex tax landscape in Killeen, including federal and property tax considerations. Affiliated with Raymond James Financial, a large firm offering flat-fee planning and advanced analytical tools, he serves diverse clients such as business owners and executives, providing tailored, non-discretionary advisory services that may suit those seeking comprehensive wealth and tax strategy guidance.
Experience: 9 years
Avg account: $700,796
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