Expertise.com

2024

Last updated:

Best Financial Advisors in San Antonio

Our Recommended Top 18

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored San Antonio Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

327Reviewed

203Curated

18Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

San Antonio, TX
Free Consultation

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Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

San Antonio, TX

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Why choose this provider?

Need help contacting a Financial Advisor in San Antonio? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

901 NE Loop 410, Suite 100, San Antonio, TX 78209

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Review Sources

Google
5.0 (1)

Why choose this provider?

NFA Wealth Management is a consulting and advisory firm that offers its services in the San Antonio metro and its nearby areas. The business helps its clients achieve their definition of financial success with its products. Its financial advisors provide wealth management services that include tax, goal, and estate planning as well as insurance and investment management. Additionally, it aids with asset protection, business planning, and individual planning. NFA Wealth Management has been serving individuals for more than four decades.

  • Estate Planning
  • Insurance Products
  • Tax Planning

4374 Lockhill Selma Suite 102, San Antonio, TX 78249
WebsiteLicense: 2229999

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Why choose this provider?

Dempsey Wealth Management, LLC, is an independent financial advisory firm that serves San Antonio and the surrounding areas. Its financial planner, Patrick Dempsey, develops retirement plans that aim to increase tax-efficient distributions and save retirement assets for clients' upcoming generation, whether through personal savings, executive deferral plans, employer-sponsored plans, or IRAs. He also provides risk management and estate planning assistance. Dempsey is a Certified Financial Planner, who has more than 25 years of industry experience.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

1901 NW Military Hwy Ste. 102, San Antonio, TX 78213
WebsiteLicense: 6044799

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Why choose this provider?

i•financial is a local independent insurance agency assisting individuals, families, and small businesses throughout in the San Antonio area. Its team of investment advisors works as fiduciaries to help clients create realistic financial plans. They create a customized plan that focuses on the process of evaluating assets, performing gap analysis, providing options, implementing strategies, and modeling goals. Its agents, Kevin and Jake, are certified financial planners and abide by the CFP Board's fiduciary standards.

  • Certified Financial Planner (CFP)

400 N Loop 1604 E, Suite 280, San Antonio, TX 78232
WebsiteLicense: 290853

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Review Sources

Facebook
5.0 (13)

Why choose this provider?

Arrow Wealth Advisors serves residents in San Antonio. Its financial planning work helps clients understand monetary arrangements, cash flows, and commercial goals. Investment management is offered, which assists clients with asset allocation recommendations, funding monitoring and selection, and portfolio rebalancing and tax-efficient investing. Its advisors also conduct asset class investing for clients' portfolios to gauge financial goals that are backed by academic and scientific research. President Daniel L. Seltzer has a Master's degree in Financial Planning. He also has a CFP designation.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

16170 Jones Maltsberger Road, San Antonio, TX 78247

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Review Sources

Google
5.0 (5)

Why choose this provider?

Clipper Wealth Management LLC is owned by Scott Cash Thompson, who is a Certified Financial Planner who manages the wealth of high-net-worth individuals. He also worked for a large wirehouse brokerage firm before opening his own firm. Clipper Wealth Management LLC is a full-service independent financial planning firm serving the San Antonio area. It provides money management, retirement planning, tax planning, and estate planning. The firm also offers insurance products, such as disability income insurance, life insurance, and individual health insurance.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist

1777 NE Loop 410 Suite 200, San Antonio, TX 78217
WebsiteLicense: 175346

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Review Sources

Google
5.0 (9)

Why choose this provider?

1900 Wealth is an independent and locally owned company. It has been creating customized asset management programs for high-net-worth individuals and families in San Antonio and the neighboring communities since 1946. It provides investment management, family education governance, consulting, charitable gifting, and advisory services. It also helps people build their investment portfolios through iDirect™, a self-guided online solution to make institutional intelligent portfolios accessible. Jefferson Bank owns 1900 Wealth, a Registered Investment Adviser with the Securities and Exchange Commission.

  • Certified Financial Planner (CFP)

711 Broadway St Suite 355, San Antonio, TX
WebsiteLicense: 159499

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Why choose this provider?

Ulrich Investment Consultants helps high net worth individuals and families from San Antonio with managing their wealth. Its financial advisors look into the client's liquid assets, investments, real estate, additional business interests, cash flow requirements, and liabilities. The team also monitors progress and checks the efficacy of the strategies implemented. John Ulrich, the CEO of this firm, started in the investment business path in 1984. He is also among the founding members of the Medallion Investment Management Company.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

3522 Paesano's Parkway, San Antonio, TX 78231

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Review Sources

Google
5.0 (1)

Why choose this provider?

Established in 2010, Platinum Wealth Solutions of Texas, LLC, is a financial advisory agency that serves San Antonio and neighboring communities. It caters to various clients, including business owners, mature families, pre-retirees and retirees, and young professionals. Its line of services includes asset allocations recommendations as well as college education, insurance, and tax planning. Nick Valenti, the CEO, offers 40 years of experience in the financial services industry. He holds different designations, such as Accredited Investment Fiduciary and Certified Financial Planner.

  • Certified Financial Planner (CFP)

15750 Interstate 10, San Antonio, TX 78249

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Review Sources

Google
4.0 (26)
Yelp
2.0 (1)

Why choose this provider?

Kercheville Investment Advisors is an independent wealth management firm that has been serving the San Antonio area since 1984. It handles estate, retirement, and tax planning as well as investment and money management. It also provides portfolio management with two types of basis: discretionary and non-discretionary. The firm conducts analysis, vets convictions, and invests accordingly while monitoring financial markets and emerging trends. Since 1967, founder Joe Kercheville has been guiding clients through market cycles with discerning asset management strategies.

  • Certified Financial Planner (CFP)

303 Pearl Parkway, San Antonio, TX 78215

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Review Sources

Google
5.0 (2)

Why choose this provider?

RBC Wealth Management is a financial advisory firm that serves San Antonio and nearby areas. It caters to a wide range of clients, including business owners and entrepreneurs, corporate executives, and multi-family offices. Its services include business exit planning, international banking and cash management, investment strategy development, and trade settlement. Moreover, it handles debt refinancing, personal protection, and wealth preservation. Janet Engels, the head of the firm's Portfolio Advisory Group, offers over 35 years of experience in the securities industry.

  • Estate and Trust Specialist

901 NE Loop 410, Suite 100, San Antonio, TX 78209
WebsiteLicense: 141849

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Why choose this provider?

Strategic Financial Concepts aims to protect, preserve, and enrich the wealth of individuals, families, and businesses in San Antonio. Its financial advisors focus on investment management, insurance plans, and financial planning. Its wealth management services include retirement plans, asset acquisition and spending review, and business continuity planning. It provides asset protection solutions by monitoring, reviewing, and managing investable assets. CEO and managing principal Reagan Wagner uses a goal-oriented approach on estate and wealth planning for clients with a net worth of $5 million or more.

  • Certified Financial Planner (CFP)

250 W Nottingham Suite 300, San Antonio, TX 78209
WebsiteLicense: 145594

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Why choose this provider?

Located in San Antonio, Sendero Wealth Management offers financial consultations for individuals and businesses in the city. It assists first-time clients with different strategies for earning more cash or saving for goals—such as savings for children's education and retirement funds. The firm makes sure to educate its clients about taxes, healthcare, and other expenses that may affect their savings plan. Its president, Edward A. Hart, offers to talk about each financial plan personally through e-mails and phone calls. He and his staff also cater to commercial clients, including non-profit organizations and family-owned businesses.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

10101 Reunion Place, San Antonio, TX 78216

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Review Sources

Google
5.0 (1)

Why choose this provider?

The Lewis Group is a financial services firm that serves San Antonio and the surrounding areas. It helps clients prepare for retirement or sell their businesses through various solutions, including life insurance planning, IRA planning, and employee benefits. In addition, clients who need assistance in charitable giving strategies can also consult with the firm. Since its establishment in 1986, the firm's professionals have been guiding clients to take manageable steps toward developing a sound financial strategy that grows and protects their wealth.

  • Insurance Products

112 East Pecan Street, Suite 525, San Antonio, TX 78205
WebsiteLicense: 114787

Expertise.com Rating

Review Sources

Google
4.0 (4)

Why choose this provider?

Founded in 1981, Intercontinental is a wealth management firm serving clients in San Antonio and the surrounding locations. It provides a variety of financial advisory services for high-net-worth individuals, non-profit organizations, and corporations. The firm develops, implements, and monitors investment plans that can be adjusted based on clients' life situations. It also transfers wealth to future generations and lowers income and capital gains taxes. Intercontinental has adopted a concierge approach to delivering its financial services as required by its affluent clients.

  • Certified Financial Planner (CFP)

14607 San Pedro Avenue, Suite 290, San Antonio, TX 78232
WebsiteLicense: 5040696

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Why choose this provider?

Plan Well Private Wealth Services delivers financial advice to residents in San Antonio. The firm coaches clients on the appropriate investment options, taxation strategies, and insurance products to take in order to retain and grow funds for one's heirs or maintain a comfortable lifestyle. Its managing director, David Carlock, transitioned into wealth management in 2005 after 20 years in the telecommunications field. He gives counsel on the preservation of corporate assets and writes retirement plans.

  • Certified Financial Planner (CFP)

64 Spring Lake Dr., San Antonio, TX 78248
WebsiteLicense: 170829

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Why choose this provider?

Magister Wealth serves San Antonio residents who need financial advice. The firm produces plans that cover a client's retirement funds, risk assessments, education costs, and tax strategies. Its advisers deliver investment management solutions, constructing clients' portfolios and monitoring these products daily. The company also reviews estates and wills. It conducts business consulting tasks and acts as an outsourced CFO. Magister Wealth caters to entrepreneurs and delivers financial education classes that simplify complex money management concepts into comprehensible terms.

  • Certified Financial Planner (CFP)

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Why do senior adults need help from a financial advisor in San Antonio?

    Financial advisors in San Antonio can help senior adults with their retirement planning, including creating a budget for short-and-long-term healthcare fees and investing in retirement accounts. According to Northwestern Mutual, more than 80% of senior adults in San Antonio believe they are in the right direction if they seek assistance from a financial advisor in crafting their retirement plan and saving their funds, as well as helping them lessen the chance of financial exploitation scams.

  • What are the requirements to be a financial advisor in San Antonio?

    In San Antonio, individuals must obtain a college degree in financial services or accounting and choose classes, such as business law and marketing, from accredited organizations such as the International Assembly for Collegiate Business Education. They are required to take and pass the Series 7, 65, and 66 examinations from regulatory bodies, like Financial Industry Regulatory Authority, to obtain licenses. They may also acquire certifications, including Chartered Financial Analyst, Certified Financial Planner, and Chartered Investment Counselor.

  • How much is the cost of hiring a financial advisor in San Antonio?

    There is no fixed cost in hiring a financial advisor in San Antonio, but financial advisors with an asset-based fee usually charge from 0.50% to 2% of the managed assets. For instance, if an individual deposits $200,000 at a 1% fee, financial advisors will charge them $2,000 annually. Some financial advisors offer a monthly subscription that may cost $50 to $500 per month, and some have a flat fee compensation arrangement based on an individual's portfolio size, income, and chosen service.

  • How can financial advisors in San Antonio help with student loans?

    Financial advisors in San Antonio educate students with loans on how to handle their monthly payments and provide them with repayment strategies. They use various income-driven calculators, like Revised Pay-As-You-Earn Repayment Calculator and Income-Contingent Repayment Calculator, to help students understand the impact of loan debt and refinancing it with a shorter term. Financial advisors can also assist students in utilizing loan forgiveness programs, including the College Access Loan, making extra payments, and using tax deductions.

  • What is a fiduciary financial advisor in San Antonio?

    A fiduciary financial advisor has a bond trust with the principal or beneficiary and is legally obligated to act in their best interest. These fiduciary financial advisors in San Antonio include Chartered Financial Analysts and Certified Financial Planners that are registered with the Securities and Exchange Commission. They have passed rigorous training and exams and are held to an ethical code. On the other hand, those affiliated with the National Association of Personal Financial Advisors are fee-only fiduciaries.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.