Top financial advisors in Plano, 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 property in Plano or are planning a move, understanding how property taxes affect your overall financial picture is crucial. Advisors who overlook the impact of Texas's significant property and sales taxes may leave you unprepared for your true tax burden.
- Federal and local tax balance. Look for advisors who integrate federal income tax planning with local property and sales tax considerations, not just one or the other.
- Property tax modeling. Confirm they can help you estimate and plan for property taxes, which can vary widely and affect your cash flow.
- Multi-state experience. If you have assets or income in other states, ask how they coordinate tax strategies across state lines.
- Long-term tax outlook. Ensure they consider how changes in property values and tax laws might impact your finances over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christine N
Series 66
Plano, TX
Edward Jones
Christine Norton in Plano, TX, offers expertise in retirement income strategy and estate planning, which can help address the complexities of property and sales taxes in Texas. Working with Edward Jones, a large firm with a nationwide network, she provides access to diverse advisory programs and investment options, supported by seven years of industry experience and a Series 66 designation.
Experience: 7 years
Avg account: $246,728
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Austin L
Series 63, Series 65
Plano, TX
LPL Financial
Austin Lester's 18 years of experience and Series 63 and 65 licenses equip him to address complex tax considerations in Plano, including property and sales taxes. Operating within LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, he serves a broad client base including business owners and retirees, providing tailored strategies that consider multi-state tax impacts and long-term financial planning.
Experience: 18 years
Avg account: $399,489
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Sebastian L
Series 66
Plano, TX
Cetera
Sebastian Leyton in Plano, TX, offers expertise in wealth management and tax-loss harvesting, which can help address the complexities of property and sales taxes in Texas. Working with Cetera, a large firm, he provides flexible fee options including flat fees and hourly rates, catering to high earners and those approaching retirement, distinguishing him from advisors with more traditional fee structures or narrower client focuses.
Experience: 4 years
Avg account: $306,089
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Mark R
Series 66
Plano, TX
J.P. Morgan Securities
Mark Repasy, based in Plano, TX, offers wealth management services through J.P. Morgan Securities, a large firm known for integrating advisory with brokerage and investment management. With 11 years of experience and a Series 66 designation, he serves executives and business owners, charging a 0.30% annual fee on assets under management, which may suit clients seeking comprehensive institutional consulting support.
Experience: 12 years
Avg account: $318,381
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Erik W
Series 63
Plano, TX
WealthStar Advisors, LLC
Erik Wyse in Plano, TX, offers expertise in options and derivatives strategies and concentrated stock management, which can be valuable for managing property tax impacts within a diversified portfolio. His firm, WealthStar Advisors, is independent and serves high-net-worth clients with flat-fee and AUM-based pricing, providing flexibility compared to advisors with only hourly fees or smaller client focuses.
Experience: 28 years
Avg account: $1,597,371
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