Top financial advisors in Mineral Wells, 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 or run a business in Mineral Wells, TX, you need an advisor who understands how property and sales taxes impact your overall financial picture. Without this, you might overlook significant tax liabilities that affect your cash flow and investment returns. The top matches here include many CFP®-certified advisors, meaning they have formal training in comprehensive financial planning.
- Federal and local tax insight. Confirm how they integrate federal income tax with Texas-specific property and sales tax considerations.
- Business owner experience. Ask how they handle tax planning for local businesses, especially in oil, gas, or other regional industries.
- Multi-state planning. If you have assets or income outside Texas, check how they coordinate tax strategies across states.
- Long-term property tax modeling. Property taxes can rise unpredictably; see how they forecast and plan for these changes over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Gelasia S
CFP®, Series 66
Graford, TX
Steed Investments, LLC
Gelasia Steed's 23 years of experience and CFP® certification equip her to address the complex tax and financial planning needs of Mineral Wells property owners and business operators, especially given her background in oil and gas consulting. Operating independently with a flat-fee structure and offering both fundamental and technical investment analysis, she provides personalized, non-discretionary advice from nearby Graford, TX, distinguishing her from larger firms.
Experience: 23 years
-
Laura W
CFP®, Series 66
Mineral Wells, TX
LPL Financial
Laura Watson's decade of experience and CFP® certification equip her to address the complex tax and financial planning needs of Mineral Wells property owners and business operators. Affiliated with LPL Financial, a large firm offering flat-fee planning and extensive research support, she also brings local insight as a city council member, distinguishing her from advisors without such community ties or firm resources.
Experience: 10 years
Avg account: $399,489
-
John W
Series 63, Series 66
Mineral Wells, TX
Edward Jones
John Wheat's extensive 39 years of experience and his role at Edward Jones in Mineral Wells, TX, equip him to address complex tax implications for property owners and business operators in the area. His expertise in wealth management, tax-loss harvesting, and multi-generational wealth transfer, combined with his personal experience managing commercial investment property, distinguishes him among local advisors affiliated with a large, full-service firm.
Experience: 39 years
Avg account: $246,728
-
Joshua S
Series 65
Millsap, TX
Fortress Financial Solutions, LLC
Joshua Scott offers expertise in income planning and retirement income strategy, which can help Mineral Wells residents manage their financial needs amid local tax considerations. His firm, Fortress Financial Solutions, LLC, serves high-net-worth clients and business owners with flat-fee and hourly pricing, using a mix of charting and fundamental analysis for investment decisions, distinguishing him from advisors with purely asset-based fees.
Experience: 0 years
Avg account: $510,803
-
Michael B
CFP®, Series 63, Series 65
Mineral Wells, TX
Western Reserve Wealth Management LLC
Michael Babbin offers expertise in financial planning and discretionary portfolio management tailored to individuals and business entities in Mineral Wells, TX, with a focus on annuities and pension consulting. His firm manages $35 million using ETF strategies and modern portfolio theory, and he provides flat-fee and hourly financial planning options, distinguishing him from advisors with different fee structures or investment approaches.
Experience: 27 years
Avg account: $1,362,069
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Mineral Wells, TX
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")