Top real estate investing 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're planning to buy, sell, or manage investment properties, you need an advisor who understands the unique financial and tax implications of real estate investing. A common mistake is treating real estate like other investments, which can lead to missed deductions or poor cash flow management.
- Property cash flow analysis. Look for advisors who evaluate rental income against expenses to ensure your investments generate positive cash flow.
- Tax strategy knowledge. Confirm they understand depreciation, 1031 exchanges (property swaps without immediate tax), and capital gains rules specific to real estate.
- Financing insight. Ask how they help structure mortgages and leverage to optimize your investment returns without overextending risk.
- Market cycle awareness. The best matches consider local real estate trends and timing, not just national market data, when advising on buying or selling.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Edwina M
Series 65
Cincinnati, OH
Waverly Advisors, LLC
Edwina Martin specializes in real estate investing and private alternative investments, making her well-suited to assist with property cash flow analysis and tax strategies unique to real estate. Based in Cincinnati, OH, she offers flat-fee and tiered AUM fee structures through Waverly Advisors, LLC, an SEC-registered firm providing both discretionary and non-discretionary portfolio management, which may appeal to clients seeking flexible investment approaches and personalized financial planning.
Experience: 2 years
Avg account: $1,639,930
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Richard B
Series 63, Series 66
Austin, TX
Charles Schwab
Richard Brandi specializes in real estate investing and multi-state taxation, making him well-equipped to handle the financial complexities of property investments in the US. 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
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Matthew M
CFA®, Series 65
Burlington, VT
One Day In July LLC
Matthew Mc Bride specializes in real estate investing and brings a unique perspective from his experience owning a self-storage business, which may enhance his understanding of property cash flow and market cycles. His firm, One Day In July LLC, offers a flat-fee structure and focuses on low-cost, passive ETFs with an environmental investing option, distinguishing him from advisors who may not integrate sustainable investing or offer flat-rate fees.
Experience: 3 years
Avg account: $983,464
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Jace H
CFP®, Series 63, Series 66
Rockwall, TX
Rockwall Wealth Management
Jace Hart specializes in real estate investing and brings eight years of industry experience, supported by CFP® certification and a background with major firms like LPL Financial and Fidelity. Operating from Hurst, TX, he offers flat-fee financial planning and employs diversified ETF model portfolios alongside systematic single-stock models, distinguishing his approach through a blend of independent advisory services and specialized investment strategies.
Experience: 9 years
Avg account: $499,118
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Marshall B
Series 66
Cabot, AR
Paladin Investment Advisors
Marshall Butler specializes in real estate investing and brings eight years of experience, offering tailored financial planning and investment advisory services through Paladin Investment Advisors. His firm manages $49.5 million in assets and employs a holistic wealth management approach with active, passive, or blended strategies, differentiating him with a broad client base including individuals and nonprofits, and a 2% annual AUM fee structure.
Experience: 9 years
Avg account: $107,593
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