Top financial advisors in Temple, 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, you need an advisor who understands Texas's unique tax landscape. A common mistake is overlooking how property and sales taxes impact your overall financial picture, leading to unexpected expenses.
- Federal and property tax balance. Confirm how they integrate federal tax strategies with property tax considerations specific to Texas.
- Multi-state experience. Ask if they have experience advising clients with assets or income across different states, as this affects tax and retirement planning.
- Business owner insight. If you own a business, check how they handle business succession and tax planning tailored to Texas regulations.
- Long-term cost modeling. Ensure they consider sales tax and other local taxes in your financial projections, not just income tax.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christine K
Series 63, Series 66
Temple, TX
Edward Jones
Christine Kianes offers 24 years of experience in wealth management and tax-loss harvesting, making her well-equipped to address the complexities of federal and property tax planning in Temple, TX. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she serves a diverse client base including business owners and executives, with a fee structure up to 1.35% annually, distinguishing her from other local advisors.
Experience: 24 years
Avg account: $246,728
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Kathryn M
Series 66, Series 65
Temple, TX
Journey Advisory Group, LLC
Kathryn Mcneely's expertise in tax-loss harvesting and business exit strategies suits clients managing property and federal tax planning in Temple, TX. Her flat-fee and negotiable AUM fee structures, combined with eight years of experience and a focus on retirement plans for business owners, differentiate her from other advisors by offering flexible pricing and specialized business owner insights.
Experience: 8 years
Avg account: $1,852,107
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Deanna W
Series 66
Temple, TX
Raymond James Financial
Deanna Willson's 26 years of experience and Series 66 designation equip her to address complex tax and retirement planning needs in Temple, TX, including business exit strategies and estate planning. Affiliated with Raymond James Financial, a large firm offering flat-fee planning and a broad affiliate network, she supports diverse clients such as business owners and executives, providing a seasoned approach distinct from smaller or less specialized advisors.
Experience: 26 years
Avg account: $700,796
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Merrill S
Series 63
Temple, TX
Benjamin F. Edwards & Company, Inc.
Merrill Snowden Jr. offers expertise in tax-loss harvesting and retirement plans for business owners, which is crucial for managing Texas's unique property and federal tax challenges. His affiliation with Benjamin F. Edwards, a large firm providing diverse advisory programs, combined with his 29 years of experience and flat-fee options, distinguishes him from other advisors in Temple, TX.
Experience: 29 years
Avg account: $553,528
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Gabriel L
Series 63, Series 65
Temple, TX
SPC
Gabriel Logsdon in Temple, TX, is equipped to address complex retirement income strategies and tax-loss harvesting, which are crucial for managing Texas's unique tax environment. His affiliation with SPC, a large firm managing $5.66 billion in assets, offers clients access to diverse services including ERISA-related retirement plans and flexible fee structures like flat fees and hourly rates, distinguishing him from other local advisors.
Experience: 15 years
Avg account: $192,080
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