Fee-Only Financial Planners in San Antonio, TX

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in San Antonio, TX:

Neil Vannoy

MBA, CFP®

Vannoy Advisory Group, Inc.

San Antonio, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner serving the Round Rock, Austin, and San Antonio, TX areas.

Christopher Baum

CFP®

Palermo Wealth Management, LLC

San Antonio, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Austin, TX, serving clients locally and across the country

Bob Morrison

CFP®, CPA/PFS

Downing Street Wealth Management

San Antonio, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Serving Clients Across the Country from Offices in CO and TX

Sharon Lear

CFP®

Guideway Financial

San Antonio, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Advisor serving Austin TX, San Antonio TX, and the entire North East TX region

Benjamin Gurwitz

CFP®

Financial Life Advisors

San Antonio, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Helping grow, protect and transfer your legacy!

Spencer Crow

MS, CFP®, MPAS®, CRPC®, AWMA, AAMS®, CFS

Financial Engines®

San Antonio, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only CERTIFIED FINANCIAL PLANNER™, NAPFA- Registered Financial Advisor, Dave Ramsey Smartvestor Pro and Senior Vice President of Financial Planning at Financial Engines® in San Antonio, Texas.

  • Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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