Top financial advisors working with real estate professionals
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 earn most of your income from real estate activities, you need an advisor who understands the unique tax rules and income calculations that apply to real estate professionals. Without this expertise, you might miss out on deductions or misclassify your income, leading to higher taxes or audit risks.
- Real estate tax nuances. Confirm they know how to apply the IRS rules that define real estate professional status and related tax benefits.
- Income and loss coordination. Ask how they handle passive activity losses and rental income to optimize your tax position.
- Depreciation strategies. Inquire about their approach to managing depreciation schedules and cost segregation studies.
- Audit preparedness. Real estate professionals face specific IRS scrutiny; check how they help you document and defend your status.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Austin Z
Series 65
Spokane, WA
Quantum Financial Planning Services, Inc.
Austin Zimmerman specializes in advising real estate professionals, offering tailored financial planning that addresses the unique tax rules and income considerations of this field. Based in Spokane, WA, he provides flat-fee services through Quantum Financial Planning Services, Inc., a fee-only firm known for strategic asset allocation using both active and passive funds, which may appeal to clients seeking a blend of investment approaches and transparent pricing.
Experience: 1 year
Avg account: $906,605
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Russell B
Series 66
Palo Alto, CA
Merrill
Russell Blockhus is well-equipped to assist real estate professionals with his expertise in tax-efficient wealth management and securities-based lending tailored to property investments. His background in real estate and accounting, combined with experience at a large firm like Merrill, allows him to offer specialized strategies such as managing concentrated stock positions and multi-generational estate planning, distinguishing him from other advisors in the US.
Experience: 8 years
Avg account: $860,085
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Jason R
Series 66
Hurricane, UT
Edward Jones
Jason Richardson is equipped to assist real estate professionals by leveraging his expertise in real estate investing and business ownership considerations, supported by Edward Jones' extensive resources as a large firm. With a Series 66 designation and a background that includes ten years at Genesis Consulting, he offers a comprehensive approach to wealth management and retirement income strategy, differentiating him through a broad advisory program and a 1.35% annual program fee.
Experience: 1 year
Avg account: $246,728
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Jori G
VerifiedSeries 7, Series 63, Series 65, Series 24
New York, NY
Guzhuna Asset Management
Jori Guzhuna specializes in serving real estate professionals, offering expertise in tax planning and entity structure strategies that address the unique financial complexities of this occupation. Based in New York, he operates an independent advisory firm with a flat-fee model ranging from $1,000 to $25,000, focusing on disciplined wealth management and sophisticated investment approaches typically reserved for institutional clients.
Experience: 2 years
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Brandon C
Series 66
Mesa, AZ
Ridgeline Private Wealth
Brandon Catrett is equipped to assist real estate professionals with specialized services like multi-state taxation and income planning, crucial for managing complex real estate income and tax scenarios. His firm, Ridgeline Private Wealth, offers a blend of quantitative and fundamental analysis with flat-fee consulting options, providing a flexible approach compared to traditional AUM fees, and serves a diverse client base including high-net-worth individuals and business entities.
Experience: 6 years
Avg account: $933,709
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