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Find The Best Financial Advisors in San Antonio, Texas

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in San Antonio is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in San Antonio & pick the one as per your needs

How To Find The Best Financial Advisors in San Antonio, Texas
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in San Antonio, Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in San Antonio, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in San Antonio, Texas have an average of 15 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in San Antonio, Texas

David Nash

Magister Wealth

210-251-4993

Address

64 Spring Lake Drive,
San Antonio, TX 78248 See Details

Quotient Wealth Partners

210-817-1590

Address

2806 W Bitters Rd.,
Suite 111,
San Antonio, TX 78248 See Details

Scott Thompson

Clipper Wealth Management, LLC

210-491-2319

Address

16170 Jones Maltsberger Rd. #102,
San Antonio, TX 78247 See Details

Kay Russell

Edelman Financial Engines, LLC

512-685-2453

Address

1111 West 6th Street,
Building B, Suite 310,
Austin, TX 78703 See Details

Top Financial Advisor Firms in San Antonio, Texas (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy, San Antonio, TX, 78256	106189	$140,836,403,633	3419	A Percentage of AUM, Fixed Fees, Performance Based
AFFINIUS CAPITAL 9830 Colonnade Blvd., Suite 600 San Antonio, TX, 78230	316030	$19,889,331,309	37	A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
SENDERO WEALTH MANAGEMENT, LLC 250 W. Nottingham, Suite 300 San Antonio, TX, 78209	145594	$3,926,223,849	1517	A Percentage of AUM, Fixed Fees
FROST INVESTMENT ADVISORS, LLC 111 West Houston Street, 10th Floor San Antonio, TX, 78205	146148	$3,909,983,960	15	A Percentage of AUM, Other (PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES)
S.B. VALUE PARTNERS, L.P. 1903 San Pedro Avenue, San Antonio, TX, 78212	139162	$3,873,391,579	114	A Percentage of AUM, Fixed Fees, Performance Based, Other (EXPENSES PAID BY CLIENTS/REFERRAL FEES)
ALAMO ADVISORS, LP 4114 Pond Hill, Suite 201 San Antonio, TX, 78231	122290	$3,226,282,803	898	A Percentage of AUM, Hourly charges, Fixed Fees
FROST INVESTMENT SERVICES 111 West Houston Street, San Antonio, TX, 78205	286129	$2,408,896,769	2897	A Percentage of AUM
U.S. GLOBAL INVESTORS, INC. 7900 Callaghan Road, San Antonio, TX, 78229	111097	$2,370,216,554	12	A Percentage of AUM, Performance Based
FINSER INVESTMENT ADVISOR 9601 Mcallister Fwy, Suite 301, San Antonio, TX, 78216-4633	142570	$1,642,694,287	10	A Percentage of AUM, Fixed Fees
1900 WEALTH 1900 Broadway, Suite 900 San Antonio, TX, 78215	175346	$1,559,746,351	728	A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (CONSULTING FEES)
TITLEIST ASSET MANAGEMENT, LLC 777 E. Sonterra Blvd., Suite 330, San Antonio, TX, 78258	323567	$960,498,129	4095	A Percentage of AUM, Fixed Fees, Commission Based
TPB WEALTH ADVISORS, LLC 1900 Nw Loop 410, Suite 250 San Antonio, TX, 78213	150508	$844,792,764	377	A Percentage of AUM, Hourly charges, Fixed Fees
STRATEGIC FINANCIAL CONCEPTS, LLC 901 Ne Loop 410, Suite 100 San Antonio, TX, 78209	141849	$811,032,601	4470	A Percentage of AUM, Hourly charges, Fixed Fees, Other (RETAINER FEES)
APPLIED FINANCE ADVISORS, LLC 17806 Ih 10, Suite 300 San Antonio, TX, 78257	140054	$761,965,787	4	A Percentage of AUM
BIGLARI CAPITAL CORP. 19100 Ridgewood Parkway, Suite 1200 San Antonio, TX, 78259	115197	$615,903,845	2	Performance Based

Select other cities around San Antonio, Texas to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in San Antonio, Texas

How To Find The Best Financial Advisors in San Antonio, TexasLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in San Antonio, Texas

David Nash

Magister Wealth

Address

Quotient Wealth Partners

Address

Scott Thompson

Clipper Wealth Management, LLC

Address

Kay Russell

Edelman Financial Engines, LLC

Address

Top Financial Advisor Firms in San Antonio, Texas (Ranked by AUM)

Select other cities around San Antonio, Texas to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in San Antonio, Texas
Last Updated - 13-Jun-2023

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