Fee-OnlyFinder

Best Invest

Financial planning in San Antonio, TX

SEC registeredNo commissions reported

Call (210) 888-2820Send a messageMap ↗

Public-record details

Address
16118 Via Shavano, Suite 100, San Antonio, TX 78249
Phone
(210) 888-2820
Listed under
Financial planning, Hourly fees, % of assets managed
Legal name
Fearless Solutions LLC
CRD number
297599
Registration
SEC registered since 2018-07-05
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$296.4 million
Accounts managed
1,762
Clients reported (Form ADV 5.D)
672
Individual / high-net-worth clients
571 / 80
Employees
4
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-02-24

SEC registered investment adviser, CRD 297599, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in San Antonio

1900 Wealth1900 Broadway, Suite 900 · San Antonio, TX 78215 · (210) 736-7770 · Financial planningCRD 175346 · % of assets, Hourly charges, Fixed fees · $3.1 billion AUMSEC registeredNo commissions reportedAlamo Advisors, LP4114 Pond Hill, Suite 201 · San Antonio, TX 78231 · (210) 404-2211 · Hourly feesCRD 122290 · % of assets, Hourly charges, Fixed fees · $3.9 billion AUMSEC registeredNo commissions reportedAvid Wealth Partners, LLC23119 Ih 10, Building 20 · San Antonio, TX 78257 · (210) 864-3333 · Financial planningCRD 323124 · % of assets, Fixed fees · $298.5 million AUMSEC registeredNo commissions reportedBraintrust Capital, LLC17806 Ih 10 West, Suite 300 · San Antonio, TX 78257 · (210) 819-7425 · Financial planningCRD 319510 · % of assets, Hourly charges, Fixed fees · $95.0 million AUMState registeredNo commissions reportedBroadway Wealth Solutions1177 N.e. Loop 410, 5th Floor · San Antonio, TX 78209 · (210) 283-6600 · % of assets managedCRD 291753 · % of assets · $308.1 million AUMSEC registeredNo commissions reportedCapital Alliance Wealth Management4079 De Zavala Rd · San Antonio, TX 78249 · (210) 460-6677 · Financial planningCRD 315548 · % of assets, Hourly charges, Fixed fees · $32.4 million AUMState registeredNo commissions reportedCarr Consulting P.A.22588 Scenic Loop Rd. · San Antonio, TX 78255 · (210) 694-7884 · Financial planningCRD 129350 · % of assets, Fixed fees · $502,831 AUMState registeredNo commissions reportedCompass Financial Group16414 San Pedro Avenue, Suite 520 · San Antonio, TX 78232 · (210) 783-0042 · Financial planningCRD 328412 · % of assets · $91.6 million AUMState registeredNo commissions reported

All 70 in San Antonio →