Top financial advisors in Wichita Falls, 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 Wichita Falls, TX when you're navigating complex tax situations like property taxes or planning for significant purchases subject to sales tax. A common mistake is overlooking how Texas's lack of state income tax shifts your overall tax burden to other areas, which can affect your financial plan.
- Federal and local tax insight. Confirm how they balance federal income tax strategies with Texas-specific property and sales tax considerations.
- Experience with Texas regulations. Ask how they incorporate local tax laws and market conditions into your investment and retirement planning.
- Multi-state planning knowledge. If you have ties beyond Texas, check how they handle tax and financial planning across different states.
- Firm size impact. Understand how working with advisors from large or smaller firms might influence the resources and personalized attention you receive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
My T
Series 66
Wichita Falls, TX
intrua Financial
My Ton in Wichita Falls, TX, offers expertise in retirement plans for business owners and business exit strategies, which suits clients navigating complex tax situations in Texas. His firm, Intrua Financial, serves high-net-worth clients and small businesses with a blend of fundamental and technical investment analysis, providing flexible fee options including flat fees and negotiable AUM rates, distinguishing him from other local advisors.
Experience: 10 years
Avg account: $507,796
-
Rodney K
Series 66
Wichita Falls, TX
LPL Financial
Rodney Kee's 24 years of experience and Series 66 designation equip him to address complex tax and retirement planning needs in Wichita Falls, including strategies like tax-loss harvesting and retirement plans for business owners. Affiliated with LPL Financial, a large firm, he offers flat-fee financial planning and serves a diverse clientele, providing access to extensive research and multiple investment options, which may differ from smaller local advisors.
Experience: 24 years
Avg account: $399,489
-
Linda B
Series 63, Series 65
Wichita Falls, TX
Wells Fargo Clearing
Linda Bryan Dobbs offers expertise in managing complex financial needs in Wichita Falls, TX, supported by 37 years of experience and credentials including Series 63 and 65. Affiliated with Wells Fargo Clearing, a large firm known for IPS-driven investment strategies and retirement plan consulting, she serves high-net-worth clients with a flat-fee structure, distinguishing her from advisors at smaller firms or with different fee models.
Experience: 37 years
Avg account: $475,575
-
Loren J
Series 66
Wichita Falls, TX
STIFEL
Loren Jones in Wichita Falls, TX, offers expertise in general retirement and income planning, supported by six years of industry experience and a Series 66 designation. Working at Stifel, a large firm known for its proprietary investment strategies and diverse client base including individuals and institutions, he provides access to extensive resources and a forward-looking investment approach that may benefit clients navigating Texas-specific tax considerations.
Experience: 6 years
Avg account: $773,556
-
Bryan H
Series 66
Wichita Falls, TX
Edward Jones
Bryan Hines in Wichita Falls, TX, is equipped to address financial needs involving college savings and business ownership, supported by his Series 66 designation and four years of experience. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive range of advisory programs with a fee structure up to 1.35% annually, distinguishing him through access to extensive resources and a broad client network.
Experience: 4 years
Avg account: $246,728
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Wichita Falls, 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")