Top advisors focused on multi-state taxation in the US
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 earn income or own property in more than one state, you need an advisor who understands how different states tax income, investments, and property. Without this expertise, you might pay more taxes than necessary or face unexpected tax filings.
- State-specific rules. Ask how they handle differences in tax laws between states, including income and property taxes.
- Filing coordination. Confirm how they manage multiple state tax returns to avoid penalties or missed deadlines.
- Income sourcing. Understand how they determine which income is taxable in which state, especially for remote work or rental properties.
- Credit and deduction strategies. Inquire about ways to maximize credits or deductions to offset taxes paid to other states.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Richard B
Series 63, Series 66
Austin, TX
Charles Schwab
Richard Brandi specializes in multi-state taxation, making him well-equipped to navigate complex tax rules across different states, including income sourcing and filing coordination. Based in Austin, TX, he brings 33 years of experience and works with Charles Schwab, a large firm serving high-net-worth clients with a 0.80% annual AUM fee, offering both discretionary and non-discretionary investment guidance.
Experience: 33 years
-
Luciano D
Series 65, Series 66
Aventura, FL
Sardona Global Advisors LLC
Luciano Duque specializes in multi-state taxation, making him well-equipped to navigate complex tax rules across different states, including income sourcing and filing coordination. Based in Florida, he offers flat-fee and negotiated AUM fee structures, serving high-net-worth individuals and institutional clients with a multi-asset, multi-manager investment approach, which distinguishes him from advisors focusing solely on individual portfolios.
-
Brandon C
Series 66
Mesa, AZ
Ridgeline Private Wealth
Brandon Catrett specializes in multi-state taxation, making him well-equipped to navigate the complexities of income and property tax across different states. His experience includes advising high-net-worth clients and business entities, supported by Ridgeline Private Wealth's comprehensive investment approach and flat-fee consulting options, which may offer more predictable costs compared to percentage-based fees used by some peers.
Experience: 6 years
Avg account: $933,709
-
Franco F
Series 63, Series 65
Guaynabo, PR
Merrill
Franco Fullana specializes in multi-state taxation, making him well-equipped to navigate the complexities of income and property tax across different states. With 25 years of experience at Merrill Lynch, he serves high net worth clients like physicians and business owners, integrating tax planning with investment strategies and estate planning. His large-firm resources and bilingual fluency in Spanish and English distinguish him from other advisors in this field.
Experience: 25 years
Avg account: $860,085
-
Todd N
CFP®, Series 66
Owings Mills, MD
Glass Jacobson Wealth Advisors
Todd Norris specializes in multi-state taxation, making him well-equipped to navigate complex tax rules across different states, including income sourcing and filing coordination. His firm, Glass Jacobson Wealth Advisors, offers integrated services like tax preparation and business consulting, with a flat-fee financial planning structure and a focus on diversified asset allocation, serving both individual and high-net-worth clients in Owings Mills, MD.
Experience: 17 years
Avg account: $1,847,854
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")