Top financial advisors in Mission, 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 a home or property in Mission, TX, you likely face significant property taxes that can impact your overall financial plan. Without careful modeling of these taxes alongside federal income and sales taxes, you might underestimate your true tax burden.
- Property tax impact. Ask how they incorporate local property taxes into your cash flow and long-term planning.
- Federal tax strategies. Confirm they optimize your plan around federal tax rules, since Texas has no state income tax.
- Multi-tax coordination. Look for advisors who balance sales, property, and income tax considerations together, not in isolation.
- Local market knowledge. Check if they understand Mission’s economic factors that affect property values and tax assessments.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Cordero L
Series 65
Mission, TX
Arkadios Wealth Advisors
Cordero Lopez in Mission, TX, offers wealth management and retirement plan expertise, including SEP and solo 401k options, which can help address the complex tax considerations of property owners. His firm, Arkadios Wealth Advisors, provides flat-fee financial planning and discretionary portfolio management, supported by an internal team, distinguishing him with a collaborative investment approach and flexible fee structures.
Experience: 1 year
Avg account: $516,266
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Edgar S
CFP®, Series 66
Mission, TX
Perigon Wealth Management, LLC
Edgar Salinas, a CFP® with 14 years of experience in Mission, TX, offers wealth management services through Perigon Wealth Management, which serves a diverse client base including individuals and trusts. His firm provides customized portfolio management with oversight and uses sub-advisors or turnkey programs, charging 0.20% annually with hourly options, distinguishing him by combining local expertise with flexible fee structures.
Experience: 14 years
Avg account: $1,709,535
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Jose P
Series 63
Mission, TX
Planmember Securities Corporation
Jose Perez offers extensive expertise in retirement planning for business owners, backed by 29 years of experience and a Series 63 license. Operating in Mission, TX with PlanMember Securities Corporation, he leverages a strategic asset allocation approach and risk-based mutual fund portfolios, differentiating himself through large-firm resources and a focus on retirement income strategy tailored to local economic factors.
Experience: 29 years
Avg account: $132,363
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Leland L
Series 63, Series 65
Mission, TX
Equity Services, inc.
Leland Landes offers extensive expertise in retirement plans for business owners and options strategies, supported by over 40 years of experience in Mission, TX. His firm, Equity Services, Inc., provides a blend of advisory and broker-dealer services with flexible fee options including flat fees up to $1,200, distinguishing him from others by combining large-firm resources with seasoned personal guidance.
Experience: 41 years
Avg account: $221,971
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Mark H
Series 66
Mission, TX
Merrill
Mark Hernandez in Mission, TX, offers expertise in tax-loss harvesting and active portfolio management, which can help address the impact of property and federal taxes on your financial plan. Affiliated with Merrill, a large firm known for tax-efficient portfolio implementation and diverse managed account programs, he serves mid-career professionals and high earners, providing a 1.10% AUM fee for managed strategies under $2 million.
Experience: 1 year
Avg account: $860,085
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