Top financial advisors in Round Rock, 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're managing significant property taxes or navigating federal tax planning without state income tax in Texas, these advisors can help you avoid costly oversights. A common mistake is underestimating how property and sales taxes impact your overall financial picture.
- Federal and property tax balance. Confirm how they integrate federal tax strategies with local property tax considerations unique to Texas.
- Multi-state planning insight. Ask how they handle clients with assets or income across different states, given Texas's unique tax landscape.
- Business owner experience. If you own a business, check how they address tax planning and cash flow management specific to Texas regulations.
- Long-term tax impact. Ensure they consider how sales and property taxes affect your retirement and investment plans over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jon M
Series 63, Series 65
Round Rock, TX
Leap Wealth Management
Jon Mclain in Round Rock, TX, brings 17 years of experience and specializes in options and derivatives strategies, which can be valuable for managing complex tax scenarios involving property and federal taxes. His firm, Leap Wealth Management, offers flat-fee financial planning and serves both individual and high-net-worth clients, providing a broad range of investment strategies including digital assets, setting him apart from advisors with narrower focuses.
Experience: 17 years
Avg account: $841,704
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James B
Series 63, Series 66
Round Rock, TX
LPL Financial
James Baker's 24 years of experience and Series 63 and 66 licenses position him well to address complex financial needs in Round Rock, TX, including tax planning considerations unique to the area. Working with LPL Financial, a large firm offering flat-fee and hourly consulting options, he provides access to model portfolios and technology-driven strategies, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 24 years
Avg account: $399,489
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Tanu M
Series 66
Austin, TX
J.P. Morgan Securities
Tanu Mehta offers wealth management services in Round Rock, TX, with nine years of industry experience and a Series 66 designation, making him well-equipped to address complex tax planning needs including property and federal tax considerations. Affiliated with a large firm, J.P. Morgan Securities, he provides managed account services with a 0.30% annual AUM fee, catering to executives and business owners, which may suit clients seeking structured investment strategies and multi-state planning expertise.
Experience: 9 years
Avg account: $318,381
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Jennifer V
Series 63, Series 66
Round Rock, TX
Edward Jones
Jennifer Vazquez in Round Rock, TX, offers expertise in business ownership considerations and general retirement planning, supported by her background as a founder and business owner. Affiliated with Edward Jones, a large firm serving over four million clients, she provides access to comprehensive wealth management services and integrated trust capabilities, distinguishing her from advisors with smaller firm affiliations or less business owner experience.
Experience: 2 years
Avg account: $246,728
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Marques B
Series 66
Round Rock, TX
Ameriprise
Marques Bobo specializes in retirement income strategies and Social Security optimization, making him well-suited for clients in Round Rock, TX, managing tax impacts on retirement plans. Working at Ameriprise, a large firm with a 0.15% AUM fee, he leverages centralized research-driven, tax-efficient approaches and brings five years of industry experience, distinguishing him from advisors with smaller firm resources.
Experience: 5 years
Avg account: $471,167
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