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Financial planning in San Antonio, TX

51 advisers in San Antonio offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 51

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 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 reportedBest Invest16118 Via Shavano, Suite 100 · San Antonio, TX 78249 · (210) 888-2820 · Financial planningCRD 297599 · % of assets, Hourly charges · $296.4 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 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 reportedComposedpro, INC.13750 San Pedro Ave, Suite 730 · San Antonio, TX 78232 · (210) 910-4432 · Financial planningCRD 297440 · % of assets, Fixed fees · $44.1 million AUMState registeredNo commissions reportedConceptum Strategies7550 I-10, Suite 800-215 · San Antonio, TX 78229 · (210) 901-9856 · Financial planningCRD 338635 · % of assets, Hourly charges, Fixed fees · $24,108 AUMState registeredNo commissions reportedCornermen Financial, LLC1130 E. Sonterra Blvd, Suite 130 · San Antonio, TX 78258 · (210) 702-3961 · Financial planningCRD 323179 · % of assets, Hourly charges · $172.7 million AUMSEC registeredNo commissions reported
Financial Life Advisors2338 N Loop 1604 W, Ste 311 · San Antonio, TX 78248 · (210) 918-8998 · Financial planningCRD 128502 · % of assets, Hourly charges, Fixed fees · $366.3 million AUMSEC registeredNo commissions reportedFrost Investment Services111 West Houston Street · San Antonio, TX 78205 · (210) 220-5000 · Financial planningCRD 286129 · % of assets · $3.7 billion AUMSEC registeredNo commissions reportedImperium Wealth Management, LLC112 East Pecan St., Suite 2910 · San Antonio, TX 78205 · (210) 332-9533 · Financial planningCRD 159148 · % of assets, Hourly charges, Fixed fees · $264.6 million AUMSEC registeredNo commissions reportedJw Hall Financial LLC18756 Stone Oak Pkwy, Ste 200 · San Antonio, TX 78258 · (337) 446-5950 · Financial planningCRD 337745 · % of assets · $6.5 million AUMState registeredNo commissions reportedKapela4040 Broadway, Suite 605 · San Antonio, TX 78209 · (210) 504-4563 · Financial planningCRD 309601 · % of assets, Hourly charges, Fixed fees · $50.4 million AUMState registeredNo commissions reportedKercheville Advisors LLC15750 Ih-10 West · San Antonio, TX 78249 · (210) 694-5000 · Financial planningCRD 169471 · % of assets, Hourly charges, Fixed fees · $554.7 million AUMSEC registeredNo commissions reportedKmc Wealth Management, LLC101 Sunflower Lane · San Antonio, TX 78213 · (210) 834-5327 · Financial planningCRD 167437 · % of assets, Hourly charges, Fixed fees · $18.5 million AUMState registeredNo commissions reportedKraus Capital Management, LLC227 N Loop 1604 E., Suite 150 · San Antonio, TX 78232 · (210) 224-1600 · Financial planningCRD 282797 · % of assets, Hourly charges, Fixed fees · $72.9 million AUMState registeredNo commissions reportedLarsen Financial Management11314 Whisper Dawn · San Antonio, TX 78230 · (210) 393-8642 · Financial planningCRD 318482 · % of assets, Hourly charges, Fixed fees · $1.3 million AUMState registeredNo commissions reportedLifetime Financial Planners LLC18911 Hardy Oak Blvd, Suite 226 · San Antonio, TX 78258 · (512) 400-9211 · Financial planningCRD 328275 · % of assets, Fixed fees · $15.4 million AUMState registeredNo commissions reportedM. E. Allison & CO., INC.950 E. Basse Road, 2nd FL. · San Antonio, TX 78209 · (210) 930-4000 · Financial planningCRD 1047 · % of assets, Hourly charges, Other · $366.4 million AUMSEC registeredNo commissions reportedMark Muecke Capital Management, LLC404 East Ramsey, Suite 108 · San Antonio, TX 78216 · (210) 660-4211 · Financial planningCRD 289109 · % of assets · $48.3 million AUMState registeredNo commissions reportedMartin Capital Advisors, LLP40 Ne Loop 410, #602 · San Antonio, TX 78216 · (210) 694-2100 · Financial planningCRD 108529 · % of assets · $181.9 million AUMSEC registeredNo commissions reportedMcNally Financial Services Corporation16414 San Pedro, Suite 930 · San Antonio, TX 78232 · (210) 545-7080 · Financial planningCRD 121196 · % of assets, Hourly charges, Fixed fees · $27.8 million AUMState registeredNo commissions reportedMoney Managers, INC.15303 Huebner Rd., Bldg. 10 · San Antonio, TX 78248 · (210) 349-9494 · Financial planningCRD 104529 · % of assets, Fixed fees · $146.6 million AUMSEC registeredNo commissions reportedPax Financial Group270 North Loop 1604 East, Suite 200 · San Antonio, TX 78232 · (210) 881-5700 · Financial planningCRD 284164 · % of assets, Fixed fees, Other · $747.1 million AUMSEC registeredNo commissions reportedPortafolio Capital Management25290a W Ih-10 Frontage Rd · San Antonio, TX 78257 · (512) 593-8380 · Financial planningCRD 329023 · % of assets · $1.6 million AUMState registeredNo commissions reportedPraestantia Capital, LLC4630 North Loop 1604 W, Suite #514 · San Antonio, TX 78249 · (210) 852-7206 · Financial planningCRD 334865 · % of assets, Fixed fees, Performance-based fees · $7.4 million AUMState registeredNo commissions reportedReliance Wealth Management6827 Camp Bullis Rd, Ste 402 · San Antonio, TX 78256 · (210) 255-3040 · Financial planningCRD 332415 · % of assets · $134.2 million AUMSEC registeredNo commissions reportedRelyon Financial Advisors, LLC12951 Huebner Rd Ste 780322 · San Antonio, TX 78230 · (682) 626-6082 · Financial planningCRD 269934 · % of assets, Hourly charges, Fixed fees · $23.5 million AUMState registeredNo commissions reportedS Harris Financial Group, LLC4456 Lockhill Selma Rd, Suite 101 · San Antonio, TX 78249 · (210) 547-3450 · Financial planningCRD 151899 · % of assets, Hourly charges, Fixed fees · $404.4 million AUMSEC registeredNo commissions reportedSa Financial Solutions, LLC14100 San Pedro Avenue, Suite 418 · San Antonio, TX 78232 · (210) 497-8743 · Financial planningCRD 157790 · % of assets, Hourly charges, Fixed fees · $438,074 AUMState registeredNo commissions reportedSansone & Associates1100 Nw Loop 410, Suite 700 · San Antonio, TX 78213 · (210) 558-7218 · Financial planningCRD 130053 · % of assets, Hourly charges, Fixed fees · $12.5 million AUMState registeredNo commissions reportedSecure Financial Management4630 De Zavala Rd · San Antonio, TX 78249 · (210) 428-6250 · Financial planningCRD 169278 · % of assets, Fixed fees · $399.8 million AUMSEC registeredNo commissions reportedSendero Wealth Management, LLC250 W. Nottingham, Suite 300 · San Antonio, TX 78209 · (210) 805-0171 · Financial planningCRD 145594 · % of assets, Fixed fees · $6.5 billion AUMSEC registeredNo commissions reportedSouthwestern Money Management LLC19100 Ridgewood Parkway, Suite 1200 · San Antonio, TX 78259 · (210) 344-3400 · Financial planningCRD 304033 · % of assets · $48.3 million AUMSEC registeredNo commissions reportedStone Oak Wealth Management, LLC19026 Ridgewood Parkway, Suite 134 · San Antonio, TX 78259 · (210) 339-2707 · Financial planningCRD 288217 · % of assets · $355.6 million AUMSEC registeredNo commissions reportedStrategic Financial Concepts, LLC901 Ne Loop 410, Suite 100 · San Antonio, TX 78209 · (210) 737-7800 · Financial planningCRD 141849 · % of assets, Hourly charges, Fixed fees · $927.7 million AUMSEC registeredNo commissions reportedSwbc Investment Company9311 San Pedro Avenue, Suite 600 · San Antonio, TX 78216 · (210) 376-3279 · Financial planningCRD 140994 · % of assets, Hourly charges, Fixed fees · $256.0 million AUMSEC registeredNo commissions reportedTeamwork Financial Advisors, LLC8 Dominion Drive Bldg 100-103 · San Antonio, TX 78257 · (210) 687-1333 · Financial planningCRD 165237 · % of assets, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedTexas Financial Advisory20650 Stone Oak Pkwy, #100 · San Antonio, TX 78258 · (210) 530-1292 · Financial planningCRD 306413 · % of assets, Hourly charges · $117.9 million AUMSEC registeredNo commissions reportedThe Legacy Collaborative, INC.3512 Paesanos Parkway, Suite 200 · San Antonio, TX 78231 · (210) 664-9500 · Financial planningCRD 114591 · % of assets, Hourly charges, Fixed fees · $4.5 million AUMState registeredNo commissions reportedThe Summit Group342 W. Woodlawn Avenue, Ste. 200 · San Antonio, TX 78212 · (210) 293-0293 · Financial planningCRD 173130 · % of assets, Fixed fees · $16.0 million AUMState registeredNo commissions reportedThe Viable Group, INC.8700 Crownhill Blvd, Suite 303 · San Antonio, TX 78209 · (210) 824-1750 · Financial planningCRD 143266 · % of assets, Hourly charges, Fixed fees · $60.0 million AUMState registeredNo commissions reportedTitleist Asset Management, LLC777 E. Sonterra Blvd., Suite 330 · San Antonio, TX 78258 · (210) 826-2424 · Financial planningCRD 323567 · % of assets, Hourly charges, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reportedTlwm Financial40 Ne Loop 410, Suite 644 · San Antonio, TX 78216 · (877) 348-8822 · Financial planningCRD 158305 · % of assets, Hourly charges, Subscription fees · $605.4 million AUMSEC registeredNo commissions reportedTorres Financial Services, INC.14603 Huebner Rd., Bldg. 23 · San Antonio, TX 78230 · (210) 342-2700 · Financial planningCRD 114486 · % of assets · $83.2 million AUMState registeredNo commissions reportedTrellisent Investments227 North Loop 1604 E, Suite 150 · San Antonio, TX 78232 · (210) 957-1235 · Financial planningCRD 151473 · % of assets · $16.3 million AUMState registeredNo commissions reportedUsaa Investment Services Company9800 Fredericksburg Road · San Antonio, TX 78288 · (210) 456-4218 · Financial planningCRD 5475 · OtherSEC registeredNo commissions reportedWela Financial Advisory366 W Sunset Rd, Building 4 · San Antonio, TX 78209 · (210) 530-9599 · Financial planningCRD 126266 · % of assets, Hourly charges, Fixed fees · $657.1 million AUMSEC registeredNo commissions reportedWhitney Financial Strategies, LLC8000 Interstate Hw 10 West, Ste 1500 · San Antonio, TX 78230 · (210) 524-7763 · Financial planningCRD 174946 · % of assets, Hourly charges, Fixed fees · $11.3 million AUMState registeredNo commissions reported