Top advisors focused on real estate professional in the US
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 compliance issues.
- Real estate tax nuances. Confirm they know how to apply the specific IRS criteria for real estate professional status and related tax benefits.
- Income and loss management. Ask how they help balance rental income, passive losses, and active business income to optimize your tax position.
- Depreciation strategies. Inquire about their approach to managing depreciation schedules and recapture risks tied to your properties.
- Entity structuring insight. Check if they advise on the best ownership structures to protect assets and maximize tax advantages for real estate activities.
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 and income complexities of this field. Based in Spokane, WA, he operates with a flat-fee structure that adjusts based on assets under management, providing cost transparency. His background in education and affiliation with Quantum Financial Planning Services, a fee-only SEC-registered firm, adds a strategic asset allocation approach combining active and passive funds for diversified portfolios.
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 a family background in real estate and accounting, which supports nuanced understanding of real estate tax rules. Based in Palo Alto and affiliated with Merrill, a large firm, he offers a 1.10% AUM fee for managed strategies under $2 million and emphasizes multi-generational estate planning and securities-based lending, distinguishing him from peers with his comprehensive approach and educational outreach.
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. With a Series 66 designation and experience at a large firm serving over four million clients, he offers a comprehensive wealth management approach with a program fee up to 1.35% annually, distinguishing him from advisors with smaller firm affiliations or narrower specialties.
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 is well-equipped to assist real estate professionals by leveraging his expertise in entity structure planning and general tax planning, which are crucial for managing real estate income and tax nuances. Based in New York, he offers flat-fee and AUM-based pricing, serving high earners and established professionals with a disciplined, risk-focused wealth management approach that integrates institutional-grade investment strategies and advanced tax mitigation.
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Brandon C
Series 66
Mesa, AZ
Ridgeline Private Wealth
Brandon Catrett is equipped to assist real estate professionals with income planning and multi-state taxation, crucial for managing the complex tax scenarios in real estate activities. His firm, Ridgeline Private Wealth, offers private placement advisory services with flat-fee consulting options, serving high-net-worth clients and business entities, which may appeal to those seeking specialized investment strategies and flexible fee structures in Mesa, AZ.
Experience: 6 years
Avg account: $933,709
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