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:

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.

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.

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!

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

Chris Reddick

MBA, PhD, CFP®

Chris Reddick Financial Planning, LLC

San Antonio, TX

Specialties: Investment Management, Retirement Planning, Comprehensive Financial Planning, College Education Planning, Student Loan Analysis

Fee-Only financial planner located in San Antonio, TX, serving clients locally and virtually nationwide.

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

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

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

Morgan Stone

CFP®, CEPA, MBA

Stone Wealth Management

Austin, TX

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Business Exit Planning, Special Needs Planning

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

Robbie Morris

CSLP®

Roots Financial Planning

San Antonio, TX

Specialties: Student Loan Repayment, Tax Planning, Investment Management, Insurance Review, Dental Career Planning

Helping dentists maximize life beyond the chair.

I can work with clients anywhere!

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

Neil Vannoy

MBA, CFP®

Vannoy Advisory Group, Inc.

Dallas, TX

Christopher Baum

CFP®

Palermo Wealth Management, LLC

San Antonio, TX

Taylor Kovar

CFP®

Kovar Wealth Management

Lufkin, TX

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    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

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