Fee-OnlyFinder

Flat / fixed fees in San Antonio, TX

40 advisers in San Antonio offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 40

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 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 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 reportedEndure Retirement LLC1600 Ne Loop 410, Suite 217 · San Antonio, TX 78209 · (210) 510-4222 · Hourly feesCRD 298200 · % of assets, Hourly charges, Fixed fees · $45.1 million AUMState registeredNo commissions reportedFinancial 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 reported
Imperium 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 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 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 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 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 reportedS.b. Value Partners, L.P.1903 San Pedro Avenue · San Antonio, TX 78212 · (844) 728-2583 · Hourly feesCRD 139162 · % of assets, Hourly charges, Fixed fees · $3.9 billion 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 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 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 reportedVaulkshire Investment Advisors310 W. Sunset, Suite 101 · San Antonio, TX 78209 · (210) 273-8011 · Hourly feesCRD 226623 · % of assets, Hourly charges, Fixed fees · $20.2 million AUMState registeredNo commissions reportedVictory Capital Management INC.15935 La Cantera Pkwy · San Antonio, TX 78256 · (877) 660-4400 · Flat / fixed feesCRD 106189 · % of assets, Fixed fees, Performance-based fees · $282.7 billion AUMSEC 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