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
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
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
Benjamin Gurwitz
CFP®
Financial Life Advisors
San Antonio, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, 401(k) Services, Tax Planning, Insurance Planning, Estate Planning, Charitable Planning
Helping grow, protect and transfer your legacy!
Jim Crider
CFP®
Intentional Living FP
New Braunfels, TX
Specialties: Tax planning and strategy, Retirement income planning, Investment management, Roth conversion and withdrawal strategy, Business owner planning, Business exit planning, Estate planning, Charitable giving strategy, Real estate consulting, Cash flow and budgeting
Fee-only wealth management for business owners, executives, and families nearing or in retirement. Based in New Braunfels, Texas. Serving clients nationwide.
Phillip Mills
CFP®, CPWA®, CIMA®, AEP®, ChFC®, CLU®, EA
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
Kim Nourie
CPA, CFP®
Financial Life Advisors
San Antonio, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, 401(k) Services, Tax Planning, Insurance Planning, Estate Planning, Charitable Planning
Helping grow, protect and transfer your legacy!
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
Della Stegall
CFP®, EA, CIMA®, RICP®
Fruit of the Vine Financial
New Braunfels, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning & Strategies, Biblically Responsible Investing (BRI), College Education Planning, Estate Planning
Fee-Only financial planner located in New Braunfels, TX, serving clients locally and in other states, offering personalized financial planning and investment guidance to help Christians retire with clarity and confidence.
Josh Hussong
CFP®
Financial Life Advisors
San Antonio, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, 401(k) Services, Tax Planning, Insurance Planning, Estate Planning, Charitable Planning
Helping grow, protect and transfer your legacy!
Angel Melgoza
CFP®, CSLP®
Financial Life Advisors
San Antonio, TX
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, 401(k) Services, Tax Planning, Insurance Planning, Estate Planning, Charitable Planning
Financial Life Advisors is a San Antonio, Texas fee-only fiduciary financial planning firm helping individuals and businesses build purposeful plans for retirement, investing, taxes, and long-term financial well-being.
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
Chris Reddick
MBA, PhD, EA, CFP®, TPCP®, RICP®
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.
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
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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)
