Top financial advisors in Waco, 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, the advisors below can help you avoid common pitfalls like underestimating the impact of property and sales taxes on your overall financial picture. Choosing an advisor who understands the unique tax environment in Waco is key to effective planning.
- Federal and property tax integration. Confirm how they balance federal tax strategies with the high property taxes common in Texas.
- Multi-state considerations. Ask if they have experience advising clients with assets or income across different states, which can complicate tax planning.
- Business owner insight. If you own a business, check how they incorporate business cash flow and tax implications into your personal financial plan.
- Long-term tax outlook. See if they model how sales and property tax trends might affect your finances over time, not just current rates.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kendell A
CFP®, Series 63, Series 65
Waco, TX
Capital Square, LLC
Kendell Adler's 20 years of experience and CFP® certification equip him to address the complex tax environment in Waco, including property and federal tax integration. Operating independently with a flat-fee structure at Capital Square, LLC, he serves a diverse client base including businesses and trusts, offering tailored portfolio management with quarterly reviews, which may appeal to clients seeking personalized, transparent financial planning.
Experience: 21 years
Avg account: $607,828
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Thomas A
Series 63, Series 66
Waco, TX
Edward Jones
Thomas Albers in Waco, TX, offers expertise in wealth management and tax-loss harvesting, which can help navigate the complexities of federal and property tax integration in Texas. With 21 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he provides seasoned guidance and a fee structure up to 1.35% annually, distinguishing him from advisors with smaller practices or less comprehensive services.
Experience: 21 years
Avg account: $246,728
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Thomas B
Series 66
Waco, TX
LPL Financial
Thomas Billeaud in Waco, TX, offers expertise in wealth management and retirement plans for business owners, supported by seven years of industry experience and a Series 66 designation. Affiliated with LPL Financial, a large firm providing both advisory and brokerage services, he offers flat-fee financial planning and consulting, which may appeal to clients seeking transparent pricing and comprehensive investment solutions.
Experience: 8 years
Avg account: $399,489
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Brian R
Series 66
Waco, TX
Raymond James Financial
Brian Reinowski in Waco, TX, offers expertise in general retirement and business succession planning, supported by nine years of experience and a Series 66 designation. Affiliated with Raymond James Financial, a large firm serving diverse clients, he provides flat-fee and hourly planning options, which may appeal to business owners seeking integrated cash flow and tax strategies in Texas's unique tax environment.
Experience: 10 years
Avg account: $700,796
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Keith F
Series 63
Waco, TX
Beacon Pointe Advisors, LLC
Keith Ferguson's extensive 47 years of experience and expertise in wealth management and tax-loss harvesting equip him to navigate Waco's unique tax environment, including federal and property tax integration. Operating within Beacon Pointe Advisors, a large firm offering discretionary wealth management and retirement plan consulting, he provides flexible fee structures such as flat fees and negotiable tiered rates, catering to diverse clients including individuals and institutions.
Experience: 47 years
Avg account: $1,661,951
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