Top financial advisors in Plainview, 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're managing significant property taxes or navigating federal tax planning without state income tax in Texas, you need advisors who understand these unique challenges. A common mistake is overlooking how property and sales taxes impact your overall financial picture.
- Federal tax focus. Confirm how they integrate federal tax strategies with your property and sales tax obligations.
- Local market knowledge. Ask how they account for Texas-specific costs like property taxes in your long-term plan.
- Multi-state experience. If you have assets or income in other states, check how they handle cross-state tax implications.
- Client fit. Discuss how they tailor advice for your life stage and financial goals, especially if you're a business owner or retiree in Texas.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kristyne L
Series 66
Lubbock, TX
Merrill
Kristyne Link offers expertise in retirement and income planning, well-suited for clients managing federal tax strategies in Texas without state income tax. Based in nearby Lubbock and affiliated with Merrill, a large firm, she serves mid-career professionals and business owners, charging a 1.10% AUM fee for managed strategies under $2 million, which may appeal to clients seeking structured portfolio management.
Experience: 7 years
Avg account: $860,085
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Gregory D
CFP®, Series 66
Lubbock, TX
Green & Deckert LLC
Gregory Deckert, based in nearby Lubbock, TX, offers expertise in passive and index investing with a focus on long-term diversification, which can help manage the impact of property and sales taxes in Texas. His firm, Green & Deckert LLC, serves individual and high-net-worth clients with discretionary asset management and retirement plan consulting, charging up to 1.50% annually, distinguishing him with a quantitative investment approach and tax preparation experience.
Experience: 13 years
Avg account: $1,243,518
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Joel S
CFP®, ChFC®, Series 66
Lubbock, TX
Mariner Independent
Joel Suarez's 26 years of experience and CFP® certification equip him to address complex financial needs in the Texas area, including managing property tax impacts and federal tax planning. Operating from Lubbock, TX, he offers flat-fee and negotiable AUM pricing, specializes in private investments and concentrated stock management, and serves a diverse clientele including trusts and corporations, distinguishing him from advisors focused solely on individual clients.
Experience: 26 years
Avg account: $1,654,938
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Lezlie H
Series 66
Plainview, TX
Edward Jones
Lezlie Hukill in Plainview, TX, offers wealth management with a focus on tax-loss harvesting and multi-generational wealth transfer, which can help address complex tax planning needs in Texas. Affiliated with Edward Jones, a large firm serving over four million clients, she provides access to extensive resources and a full range of advisory programs, charging up to 1.35% annually in program fees.
Experience: 1 year
Avg account: $246,728
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John B
CFP®, Series 63, Series 65
Plainview, TX
Ameriprise
John Bertsch specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Plainview, TX, where managing property taxes is crucial. With 39 years of experience and a CFP® certification, he operates within Ameriprise, a large firm known for research-driven, tax-smart withdrawal strategies and a 0.15% AUM fee, offering a comprehensive approach compared to smaller firms.
Experience: 39 years
Avg account: $471,167
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