Large-firm, retirement plans for business owners (SEP, solo 401k) 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 business and are setting up or managing a retirement plan like a SEP or solo 401(k), you need an advisor who understands how these plans fit into your overall financial picture. A common mistake is treating your business retirement plan as separate from your personal tax and cash flow needs, which can lead to missed savings or unexpected tax bills. Large-firm advisors often have access to broader resources and compliance support, which can benefit complex plan setups.
- Plan integration expertise. Confirm how they coordinate your business retirement plan with your personal tax situation and cash flow.
- Compliance and administration. Ask about their approach to keeping your plan compliant with IRS rules and handling paperwork efficiently.
- Investment options guidance. See how they help select investments within your SEP or solo 401(k) that align with your risk tolerance and business goals.
- Property tax awareness. Since Texas has no state income tax but significant property taxes, check how they factor this into your retirement planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jose P
Series 63
Mission, TX
Planmember Securities Corporation
Jose Perez specializes in retirement plans for business owners like SEP and solo 401(k) plans, leveraging 29 years of experience at PlanMember Securities Corporation, a large firm known for its strategic asset allocation and risk-based mutual fund portfolios. His background as a founder/business owner and involvement in fixed index annuities and life insurance provide a broad perspective, while his fee structure includes up to 0.50% annually of assets invested, distinguishing him from other advisors in Mission, TX.
Experience: 29 years
Avg account: $132,363
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Saul N
Series 63, Series 66
Mission, TX
Edward Jones
Saul Navarro specializes in retirement plans for business owners, including SEP and solo 401(k) plans, supported by his 10 years of industry experience and Series 63 and 66 licenses. Working with Edward Jones, a large full-service firm, he offers access to broad resources and compliance support, with a fee structure up to 1.35% annually, making him a strong option for business owners in Mission, TX seeking integrated retirement and tax planning.
Experience: 11 years
Avg account: $246,728
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Leland L
Series 63, Series 65
Mission, TX
Equity Services, inc.
Leland Landes offers expertise in retirement plans for business owners, including SEP and solo 401(k) plans, supported by over 40 years of industry experience and a large-firm environment at Equity Services, Inc. His firm provides comprehensive financial planning and asset management services with a flat-fee structure and access to both proprietary and third-party investment platforms, distinguishing him from other advisors in Mission, TX.
Experience: 41 years
Avg account: $221,971
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Oscar S
Series 63, Series 65
McAllen, TX
Cetera
Oscar Silva's 13 years of experience and Series 63 and 65 licenses equip him to manage retirement plans for business owners, including SEP and solo 401(k) plans, within the large-firm environment of Cetera. His background as a founder and business owner, combined with Cetera's broad portfolio management and fiduciary capabilities, offers a comprehensive approach that integrates business and personal financial planning with flat-fee and AUM-based options.
Experience: 13 years
Avg account: $306,089
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Yvonne S
Series 66
Mission, TX
LPL Financial
Yvonne Silguero's 26 years of experience and Series 66 designation equip her to manage retirement plans for business owners, including SEP and solo 401(k) plans, within the large-firm environment of LPL Financial in Mission, TX. Her flat-fee structure and expertise in tax-loss harvesting and college savings plans provide a broader financial planning approach compared to other advisors in the area.
Experience: 27 years
Avg account: $399,489
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