Top financial advisors in Pasadena, 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.
You might seek a financial advisor in Pasadena, TX if you're navigating complex property taxes or planning for significant purchases that involve sales tax. Without local expertise, it's easy to overlook how these taxes impact your overall financial picture, not just federal income tax.
- Property tax insight. Confirm how they model property tax impacts on your cash flow and long-term plans.
- Sales tax considerations. Ask how they factor in sales tax on major expenses or business operations.
- Multi-state planning. If you have assets or income in other states, check how they coordinate tax strategies across jurisdictions.
- Experience with local markets. Ensure they understand Pasadena's economic environment, including industries like oil and gas, which can affect your investments and income.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Joshua K
Series 66
Pasadena, TX
LPL Financial
Joshua Krakowiak's eight years of experience and Series 66 designation equip him to address Pasadena's unique tax challenges, including property and sales tax impacts on wealth management and retirement plans. Affiliated with LPL Financial, a large firm offering flat-fee financial planning and diverse investment solutions, he serves a broad client base, which may provide more comprehensive resources compared to smaller local advisors.
Experience: 8 years
Avg account: $399,489
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Michael W
Series 66
Pasadena, TX
Edward Jones
Michael Williams offers expertise in retirement income and business exit strategies, which can help navigate Pasadena's complex property and sales tax environment. With 17 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse advisory strategies and serves both individual and institutional clients, differentiating him from smaller local advisors.
Experience: 17 years
Avg account: $246,728
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Platinum G
Series 66
Pasadena, TX
Merrill
Platinum Galey, based in Pasadena, TX, offers expertise in tax-loss harvesting and active portfolio management, which can help navigate local property and sales tax impacts. Affiliated with Merrill, a large firm serving diverse clients with managed accounts and discretionary management, they provide tax-efficient strategies and a 1.10% AUM fee for accounts under $2 million, distinguishing them from advisors with smaller firm affiliations or different fee structures.
Experience: 0 years
Avg account: $860,085
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Andres R
Series 65
Pasadena, TX
Royal Fund Management, LLC
Andres Rodriguez offers financial planning in Pasadena, TX, with expertise in real estate investing and retirement plans for business owners, which can help address local property and sales tax considerations. His firm, Royal Fund Management, LLC, serves diverse clients including corporations and pension plans, employs strategies from long-term investing to options writing, and provides flat-fee and hourly financial planning options, distinguishing him from advisors with different fee structures or narrower client focuses.
Experience: 2 years
Avg account: $310,894
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Jennifer M
Series 66
Pasadena, TX
J.P. Morgan Securities
Jennifer Mendoza's experience in Pasadena, TX, and her Series 66 designation equip her to address local property and sales tax impacts on wealth management, especially given her background with energy sector companies like Westlake Chemical. Affiliated with J.P. Morgan Securities, a large firm offering institutional consulting and customized reporting, she provides a structured approach with a 0.30% annual AUM fee, suitable for executives and business owners.
Experience: 4 years
Avg account: $318,381
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