Find a Financial Planner in San Antonio, TX

 

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We Only Work With The Best San Antonio 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 San Antonio, TX


  • Financial Advisor Close to San Antonio, 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 San Antonio Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the San Antonio area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in San Antonio, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
15.0% of San Antonio's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the San Antonio area can create a custom plan and walk with you each step of the way.
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 San Antonio area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the San Antonio area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the San Antonio area often offer tax planning services to their clients. 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 San Antonio 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the San Antonio area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in San Antonio, 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 San Antonio, TX

We evaluated over 13,000 RIA firms to bring you the best of the best San Antonio financial advisors.
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How Retirement-Friendly is San Antonio, TX?

  • Population: 1508,083
  • % of Population 62 Years and Over: 15%
  • Average Home Value: $163,100
  • Average Monthly Housing Cost: $990
  • Average Household Income: $70,778
  • 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 San Antonio, 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