San Antonio, TX Financial Advisors and Resources



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: 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 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.)


San Antonio, TX Financial Advisor FAQs

How did you get into the financial services industry? Asking them this question can reveal a lot about their passions, philosophy, and goals.
A financial advisor asks for a retainer and the balance is contingent on what you want to accomplish.
Yes. Financial advisors can provide invaluable assistance in helping to set goals, plan for retirement, save for college, invest wisely, get out of debt, boost savings rates and more. A qualified advisor can help manage the many facets that come with owning a family's finances.
You should ask prospective advisors about their education and training, what professional organization they belong to, and whether or not he or she subscribes to a code of ethics.