Bexar County, TX Financial Advisors and Resources



Financial Advisor Firms in Bexar County, TX


U.S. GLOBAL INVESTORS, INC.

Website

(210) 308-1234

7900 Callaghan Road

San Antonio, TX 78229

SEC#: 801-4868
Years in Business: 53 years

GLASS WEALTH MANAGEMENT CO.

Website

(210) 930-5141

1250 Ne Loop 410
Suite 333
San Antonio, TX 78209

SEC#: 801-112949
Years in Business: 3 years

SENDERO WEALTH MANAGEMENT, LLC

Website

(210) 805-0171

250 W. Nottingham
Suite 300
San Antonio, TX 78209

SEC#: 801-68572
Years in Business: 13 years

TEXAS LEGACY WEALTH MANAGEMENT

Website

(210) 541-8600

40 Ne Loop 410
Suite 644
San Antonio, TX 78216

SEC#: 801-79214
Years in Business: 7 years

SHOREBIRD CAPITAL, LP

Website

(210) 826-2424

777 E. Sonterra Blvd.
Suite 330
San Antonio, TX 78258

SEC#: 801-108512
Years in Business: 4 years

BEST INVEST

Website

(210) 888-2820

16118 Via Shavano
Suite 101
San Antonio, TX 78249

SEC#: 801-113562
Years in Business: 3 years

VITALSTONE FINANCIAL, LLC

Website

(210) 332-4717

2915 W. Bitters Rd.
Suite 315
San Antonio, TX 78248

SEC#: 801-119426
Years in Business: 1 years

PAX FINANCIAL GROUP

Website

(210) 881-5700

270 North Loop 1604 East
Suite 200
San Antonio, TX 78232

SEC#: 801-107918
Years in Business: 5 years

INTERCONTINENTAL WEALTH ADVISORS, LLC

Website

(210) 271-7947

112 East Pecan Street, Suite 525

San Antonio, TX 78205

SEC#: 801-66430
Years in Business: 15 years


How Retirement-Friendly is Bexar County, TX?

  • Population: 1952,843
  • % of Population 62 Years and Over: 14.7%
  • Average Home Value: $176,900
  • Average Monthly Housing Cost: $1,045
  • Average Household Income: $78,311
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)


Bexar County, TX Financial Advisor FAQs

Advisors can be compensated in a variety of ways depending on the nature of the client/advisor arrangement, client goals and needs, and product line. The most common way to be compensated is through commissions which are generated when certain products such as mutual funds or insurance policies are sold to customers.
First, start by looking up potential advisors online. Financial institutions are required to register themselves with the US Securities and Exchange Commission (SEC) so you should be able to find contact information for these individuals or firms on their website or that of the SEC.
It can be very helpful and empowering for you to understand what qualifications your financial advisor has and how many years they've been licensed as a Financial Advisor.
Financial advisors provide forecasts and make predictions about the financial state of their customers. They can offer advice and counsel on many different topics including tax forms, retirement plans, insurance policies, and education finances.