Top financial advisors in Sulphur Springs, 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.
You might seek a financial advisor in Sulphur Springs, TX when facing decisions about managing your investments, planning for retirement, or navigating tax implications. A common pitfall is working with an advisor who applies generic strategies without considering your local economic environment and personal circumstances.
- Local market knowledge. Confirm how familiar they are with Sulphur Springs' economic factors that could impact your financial plan.
- Experience level. Ask about their years of practice and how that experience translates into handling complex financial situations.
- Fee structure clarity. Understand whether they charge flat fees or commissions, and how that might affect your overall costs.
- Certification relevance. Check if they hold CFP® certification, which indicates training in comprehensive financial planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Chettamra A
Series 66, Series 63
Sulphur Springs, TX
Raymond James Financial
Chettamra Alexander offers 18 years of experience in Sulphur Springs, TX, specializing in retirement and business succession planning with a flat-fee structure that provides cost clarity. Affiliated with Raymond James Financial, a large firm serving diverse clients, he also brings local insight as a branch manager at Alliance Bank, distinguishing him from advisors without such community ties or firm resources.
Experience: 18 years
Avg account: $700,796
-
Jeffery K
Series 63, Series 65
Sulphur Springs, TX
LPL Financial
Jeffery Kesting offers over 20 years of experience in wealth management and retirement plans for business owners, operating locally in Sulphur Springs, TX. His firm, Independent Financial Group, LLC, is a large dual-registered broker-dealer and SEC-registered investment adviser providing flat-fee financial planning and active portfolio management, distinguishing him from advisors with smaller firms or commission-based fees.
Experience: 21 years
Avg account: $399,489
-
Laura D
CFP®, Series 63, Series 66
Sulphur Springs, TX
Berthel, Fisher & Company Financial Services, Inc.
Laura Dawson's 23 years of experience and CFP® certification equip her to address complex financial needs in Sulphur Springs, including tax-loss harvesting and real estate investing. As an independent advisor at Berthel, Fisher & Company Financial Services, she offers flat-fee planning and serves a diverse client base, distinguishing her with flexible fee options and broad expertise compared to others in the area.
Experience: 23 years
Avg account: $265,151
-
Christopher V
Series 63, Series 66
Sulphur Springs, TX
Edward Jones
Christopher Voorheese offers 22 years of experience in wealth management and tax-loss harvesting, making him well-equipped to address complex financial needs in Sulphur Springs, TX. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides a comprehensive approach with an annual program fee up to 1.35%, serving clients including retirees and business owners.
Experience: 22 years
Avg account: $246,728
-
Nathan C
Series 63, Series 66
Sulphur Springs, TX
Berthel, Fisher & Company Financial Services, Inc.
Nathan Crouch offers financial planning in Sulphur Springs, TX, with 10 years of industry experience and expertise in concentrated stock management, options and derivatives strategies, and real estate investing. His firm, BFC Planning, Inc., provides flat-fee and independent advisory services to a diverse client base, distinguishing him from others by combining specialized investment strategies with flexible fee structures.
Experience: 11 years
Avg account: $265,151
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Sulphur Springs, TX
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")