Top financial advisors in Richardson, 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 a home or property in Richardson, you likely face significant property taxes that can impact your overall financial plan. Advisors who overlook these taxes or focus only on federal income tax may miss key opportunities to optimize your finances.
- Property tax modeling. Confirm how the advisor incorporates local property taxes into your cash flow and long-term planning.
- Sales tax considerations. Ask how they account for Texas's sales tax in budgeting and spending strategies.
- Multi-state planning. If you have assets or income from other states, check how they coordinate tax implications across jurisdictions.
- Experience with local market. Look for advisors familiar with Richardson's economic environment and cost of living factors affecting your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Tina T
Series 66
Richardson, TX
Independent Financial Group, LLC
Tina Tannery's 26 years of experience and Series 66 designation equip her to address Richardson's property and sales tax impacts within wealth management and retirement planning. Operating within Independent Financial Group, a large firm managing $11.3 billion, she offers flat-fee and negotiable financial planning services, distinguishing her with flexible fee structures and expertise in both passive and active portfolio management.
Experience: 26 years
Avg account: $474,424
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Tyler B
CFP®, Series 66
Richardson, TX
Edward Jones
Tyler Burns, a CFP® with 13 years of experience at Edward Jones in Richardson, TX, is well-equipped to address local property tax impacts within comprehensive wealth management and estate planning. His affiliation with a large firm serving over four million clients provides access to diverse advisory programs and investment strategies, distinguishing him from advisors at smaller firms or with narrower service scopes.
Experience: 14 years
Avg account: $246,728
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Charles M
CFP®, Series 63
Richardson, TX
Bluechip Financial Planning, Inc.
Charles Manthey offers wealth management services in Richardson, TX, with 38 years of experience and CFP® certification, making him well-equipped to address local property and sales tax impacts on financial plans. His independent firm uses a blend of fundamental, technical, and economic analyses, providing both discretionary and non-discretionary asset management with flexible flat-fee and hourly financial planning options.
Experience: 39 years
Avg account: $535,150
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Molly M
ChFC®, Series 65
Richardson, TX
LD Lowe Wealth Advisory
Molly Mccarthy's 16 years of experience and ChFC® designation equip her to address Richardson's property tax and local financial planning challenges effectively. As the sole advisor at LD Lowe Wealth Advisory, she offers independent, flat-fee wealth management and retirement planning services, focusing on high-net-worth clients and integrating portfolio management with ongoing consulting, which distinguishes her from advisors with broader teams or different fee structures.
Experience: 16 years
Avg account: $450,050
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John E
Series 66
Richardson, TX
J.P. Morgan Securities
John Elisafidis offers wealth management services in Richardson, TX, with 24 years of experience and a Series 66 designation, making him well-equipped to address local property tax and financial planning needs. Affiliated with J.P. Morgan Securities, a large firm known for institutional consulting and customized reporting, he provides a 0.30% annual AUM fee structure and serves executive and founder clients, distinguishing him from smaller local advisors.
Experience: 25 years
Avg account: $318,381
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