Top financial advisors in Kingsville, 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 planning for federal income tax in Texas, you need an advisor who understands how these taxes interact with your overall financial picture. A common mistake is focusing only on income tax without accounting for property and sales taxes, which can impact your cash flow and investment decisions.
- Federal and property tax balance. Ask how they model your property tax alongside federal taxes to avoid surprises in your budget.
- Local market knowledge. Confirm their experience with Texas-specific financial factors like oil-and-gas equity or business ownership.
- Multi-state planning. If you have ties beyond Texas, check how they coordinate tax and financial strategies across states.
- Long-term tax impact. Inquire about their approach to planning for sales tax and other state-funded expenses that affect your net worth over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Michael B
Series 66
Corpus Christi, TX
Voya financial Advisors, Inc.
Michael Bowden's extensive 28 years of experience and Series 66 designation equip him to address complex retirement income strategies and business ownership considerations relevant to managing property and federal taxes in Texas. Operating from Corpus Christi with VOYA Financial Advisors, a large firm offering flat-fee and hourly consulting options, he serves a diverse clientele including self-employed and retired individuals, providing a broad advisory platform that integrates investment and brokerage services.
Experience: 28 years
Avg account: $236,678
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Benny Y
Series 65, Series 63
Robstown, TX
Rook Strategies Wealth Management, PLLC
Benny Ynfante offers expertise in wealth management and real estate investing, which can help balance federal and property tax considerations important in Texas. Operating independently from Robstown, TX, he provides flexible fee structures and serves both individuals and businesses, managing $5 million in assets with a focus on non-discretionary portfolios and integrating held-away retirement accounts.
Experience: 8 years
Avg account: $151,515
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Joshua W
Series 63, Series 66
Robstown, TX
Raymond James Financial
Joshua Wilson's 21 years of experience and expertise in retirement and business succession planning equip him to address complex tax interactions relevant to Kingsville, TX residents. His affiliation with Raymond James Financial, a large firm offering flat-fee and hourly consulting, provides access to extensive research and diverse client services, distinguishing him from advisors with smaller practices or narrower fee structures.
Experience: 21 years
Avg account: $700,796
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Nila P
PFS™, Series 63, Series 66
Corpus Christi, TX
Cetera
Nila Patel's 26 years of experience and PFS™ designation equip her to address complex tax scenarios, including balancing federal and property taxes relevant to Texas residents. Operating from Corpus Christi with Cetera, a large firm offering flat-fee planning and diverse portfolio management, she also brings unique insights from her CPA partnership, enhancing her ability to serve high earners and business owners near Kingsville.
Experience: 26 years
Avg account: $306,089
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Charles M
Series 66
Kingsville, TX
Edward Jones
Charles Malcik in Kingsville, TX, offers expertise in retirement income strategy and business exit planning, which can help balance federal and property tax considerations. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse advisory strategies and serves a broad client base, differentiating him from smaller local advisors.
Experience: 3 years
Avg account: $246,728
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