Top multi-state taxation financial advisors
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 have income, property, or investments spread across multiple states, you need an advisor who understands how different state tax rules interact. Without this expertise, you might face unexpected tax bills or miss opportunities to reduce your overall tax burden.
- State nexus understanding. Confirm how they identify which states can tax your income or assets, as this varies widely.
- Credit and deduction coordination. Ask how they handle credits for taxes paid to other states to avoid double taxation.
- Filing complexity management. Multi-state returns can be complicated; check how they streamline paperwork and deadlines for you.
- Income sourcing rules. Different states tax income differently; ensure they know how to allocate your earnings properly.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Richard B
Series 63, Series 66
Austin, TX
Charles Schwab
Richard Brandi's expertise in multi-state taxation and real estate investing suits clients with income or assets across various states, helping navigate complex tax rules. Based in Austin, TX, he brings 33 years of experience at Charles Schwab, a large firm serving high-net-worth individuals with a 0.80% annual AUM fee, offering both discretionary and non-discretionary investment guidance.
Experience: 33 years
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Luciano D
Series 65, Series 66
Jacksonville, FL
Sardona Global Advisors LLC
Luciano Duque specializes in multi-state taxation and private investments, making him well-equipped to manage complex tax situations across states. Based in Aventura, FL, he offers flat-fee and independent advisory services through Sardona Global Advisors LLC, which focuses on multi-asset, multi-manager strategies for high-net-worth individuals and institutional clients, differentiating him with a broad investment management approach.
Experience: 4 years
Avg account: $856,060
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Brandon C
Series 66
Mesa, AZ
Ridgeline Private Wealth
Brandon Catrett's expertise in multi-state taxation and income planning suits clients with assets across various states, ensuring proper tax allocation and credit coordination. Operating from Mesa, AZ, he offers flat-fee consulting for complex investment vehicles and serves high-net-worth individuals and business entities, differentiating him with a blend of quantitative and fundamental investment analysis.
Experience: 6 years
Avg account: $933,709
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Victor Q
Series 63, Series 65
New York, NY
Merrill
Victor Quintana specializes in multi-state taxation and wealth management, making him well-equipped to handle complex tax situations across different states. Based in New York with 16 years of experience at Merrill, a large firm, he serves mid-career professionals and high earners, offering a 1.10% AUM fee for managed strategies under $2 million, and brings additional expertise in retirement income and estate planning.
Experience: 17 years
Avg account: $860,085
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Todd N
CFP®, Series 66
Owings Mills, MD
Glass Jacobson Wealth Advisors
Todd Norris specializes in multi-state taxation and wealth management, making him well-equipped to navigate complex tax rules across states. With 17 years of experience and CFP® certification, he offers flat-fee financial planning and serves a diverse client base including high-net-worth individuals and retirement plans, supported by a firm that integrates tax preparation and business consulting services.
Experience: 17 years
Avg account: $1,847,854
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