What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the San Antonio, TX area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every San Antonio, TX Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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!
Sharon Lear
CFP®, MBA
Guideway Financial, LLC
San Antonio, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Tax Preparation, College Education Planning
Fee Only Financial Advisor serving Austin TX, San Antonio TX, and the entire North East TX region
Kim Nourie
CPA,CFP®
Financial Life Advisors
San Antonio, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Guiding you along the road map toward Financial Independence and security. Located full-time in San Antonio, TX.
Chris Reddick
MBA, PhD, EA, CFP®
Chris Reddick Financial Planning, LLC
San Antonio, TX
Specialties: Investment Advice, Retirement Planning, Tax Planning, Comprehensive Financial Planning
Fee-Only and Advice Only financial planner located in San Antonio, TX, serving clients locally and virtually nationwide.
David Nash
CFA®, CFP®
MAGISTER WEALTH
San Antonio, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Small Business Consulting
Fee-Only financial planner located in San Antonio, TX, serving clients locally and across the country
Jim Lear
CFP®
Guideway Financial, LLC
Austin, 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
Robbie Morris
CSLP®
Roots Financial Planning
San Antonio, TX
Specialties: Student Loan Repayment, Tax Planning, Investment Management, Insurance Review, Dental Career Planning
Financial planning for Dentists
Tess Downing
MBA, CFP®
Complete View Financial LLC
San Antonio, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning, Cash Flow Planning
Fee-Only financial planner located in San Antonio, TX, serving clients locally and across the country
Jim Crider
CFP®
Intentional Living FP
New Braunfels, TX
Specialties: Comprehensive Financial Planning, Financial Independence, Real Estate Strategy, Tax Planning, Investment Management, Early Retirement Planning, Business Planning, Cash Flow Planning, Net Worth Planning, College Education Planning
Fee-Only financial planner in New Braunfels, TX, helping clients locally and across the country achieve early financial independence.
Arielle Tucker
CFP®, EA
Connected Financial Planning LLC
San Antonio, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Insurance Planning, Estate Planning
Fee-Only financial planner located in San Antonio, TX, serving U. S. Citizens living and working in Europe
Phillip Mills
CIMA®, CFP®, ChFC®, CLU®, ChFEBC℠
Flying Forward Wealth Management
Boerne, TX
Specialties: Wealth Management & Investment Planning, Comprehensive Financial Planning, Long-Term Planning, Asset Management, Business Planning, Estate Planning, Tax Planning, Risk Management
Fee-Only financial planner located in Boerne, TX, serving clients locally and across the country
Refine Your Search
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)
