Top financial advisors in Texas City, 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 Texas City if you're navigating complex federal tax planning or managing significant property taxes, which can be a major expense in Texas. A common pitfall is overlooking how property and sales taxes impact your overall financial picture, not just focusing on income tax.
- Federal and property tax balance. Ask how they integrate federal tax strategies with property tax considerations unique to Texas.
- Multi-state planning insight. Confirm their experience with clients who have financial ties across states, as many advisors serve Texas clients remotely.
- Industry-specific knowledge. Inquire about their familiarity with local sectors like oil and gas or business ownership, which can affect your financial planning.
- Long-term tax impact. Ensure they consider how sales and property taxes influence your cash flow and retirement plans over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David B
Series 66
San Leon, TX
Cetera
David Biddle's 13 years of experience and Series 66 designation equip him to address complex tax and retirement planning needs in Texas City, especially for business owners and high earners approaching retirement. Operating through Cetera, a large firm offering flat-fee and hourly consulting options, he provides access to diverse portfolio management and fiduciary solutions, distinguishing him from advisors with smaller firm affiliations or narrower fee structures.
Experience: 14 years
Avg account: $306,089
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Johnny S
Series 65
Texas City, TX
Salinas Asset Management, LLC
Johnny Salinas Jr. in Texas City offers expertise in real estate investing and active portfolio management, which can help address the complexities of property and federal tax planning in Texas. His independent firm uses a blend of technical and fundamental analysis with a barbell strategy, catering to individual and high-net-worth clients with a 2% AUM fee, distinguishing him from advisors with broader client bases or different investment approaches.
Experience: 2 years
Avg account: $57,031
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Steven C
Series 66
Texas City, TX
Edward Jones
Steven Callaway in Texas City, TX, brings 18 years of experience and a Series 66 designation, focusing on retirement income strategy and business ownership considerations, which are crucial for managing complex tax situations in Texas. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive advisory program with an annual fee up to 1.35%, distinguishing him through extensive resources and a broad client network.
Experience: 19 years
Avg account: $246,728
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Chali H
Series 63, Series 66
San Leon, TX
TIAA-CREF
Chali Hachtel's 14 years at TIAA-CREF equip her to address complex financial needs in Texas City, including retirement plans for business owners and estate planning. Serving high-net-worth clients through a large firm, she offers a 0.30% annual wrap fee and brings personal insight as a rental property owner, distinguishing her approach from others in the area.
Experience: 15 years
Avg account: $523,144
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Mitchell M
Series 66
Texas City, TX
Wells Fargo Advisors
Mitchell Morgan at Wells Fargo Advisors in Texas City offers expertise in business exit strategies and cash flow budgeting, which are crucial for managing complex tax scenarios in Texas. With a Series 66 license and experience serving high-net-worth clients through a large firm, he provides tailored financial planning supported by proprietary research, distinguishing him from advisors with less institutional backing or narrower specialties.
Experience: 2 years
Avg account: $514,335
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