Find a Financial Planner in Bexar County, TX

 

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We did the hard work of finding trustworthy partners in Bexar County, TX.

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We Only Work With The Best Bexar County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Bexar County, TX


  • Financial Advisor Close to Bexar County, TX

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Bexar County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Bexar County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Bexar County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
14.7% of Bexar County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Bexar County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Bexar County area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Bexar County area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Bexar County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Texas has unique laws defining which actions trigger a taxable event and has the 20th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Bexar County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Bexar County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Bexar County, TX


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Bexar County, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Bexar County financial advisors.
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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.)


The Top 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: 52 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: 2 years

VITALSTONE FINANCIAL, LLC

Website

(210) 332-4717

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

SEC#: 801-119426
Years in Business: 0 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: 4 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

BIGLARI CAPITAL CORP.

Website

(210) 344-3400

17802 Ih 10 West
Suite 400
San Antonio, TX 78257

SEC#: 801-78141
Years in Business: 7 years