There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
San Antonio
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
San Antonio,
Texas
have an average of
15
years of experience.
NOTE: The list of vetted financial
advisors in
San Antonio,
Texas
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
San Antonio, Texas.
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
---|---|---|---|---|
12 Years | $9,600,000 | $300,000 | Fee-Only | |
Scott Thompson
CFP® CLIPPER WEALTH MANAGEMENT, LLC 16170 Jones Maltsberger Rd. #102, San Antonio, TX 78247 |
18 Years | Not Specified | $250,000 | Fee-Based |
Qualifications
CRD# 5882986
Firm CRD# 170829
Series 65
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
64 Spring Lake Drive,
San Antonio,
TX
78248
Phone Number
210-251-4993
David is the founder of Magister Wealth and the visionary behind the firm's unique approach to delivering holistic, integrated financial planning solutions. He is described by those who know him as a 'fixer', 'life coach' and mentor who asks the hard questions many other advisors are afraid to ask. An avid student of the markets with a passion for economics, philosophy and psychology, David is a natural problem solver and accomplished teacher. He applies his keen analytical skills in an effort to deliver a truly comprehensive approach to solving his client's most pressing financial challenges. David graduated with a Bachelor of Science from George Mason University and completed his Certificate in Financial Planning from Boston University's Institute of Finance. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. David served as the 2017 Chairman and 2016 President of the Financial Planning Association (FPA) chapter of San Antonio and South Texas. For over 20 years, David pursued his passion for music as an instrumentalist, conductor and educator. As a professional trombone player, he was a semi-finalist in major orchestra auditions. David's students received scholarships to some of the best conservatories in the world including Juilliard and the New England Conservatories. David enjoys bike riding and swimming. He resides in San Antonio with his wife Ellyn and daughters Sylvia and Emily.
Magister is a unique financial advisory firm. We educate and empower our clients to make prudent decisions about their personal wealth and business finances. Welcome to Financial Mentorship.SM
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4414290
Firm CRD# 6413
Series 7, 63, 65, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
16170 Jones Maltsberger Rd. #102,
San Antonio,
TX
78247
Phone Number
210-491-2319
Scott Cash Thompson, CFP®, owner of Clipper Wealth Management, LLC is dedicated to providing comprehensive financial and estate planning services to our clients. We will not recommend any course of action or any type of financial product until we are fully aware of the clients goals and objectives and then only when we are convinced that the recommended action or product is suitable as a long-term strategy. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy, but rather, how assets should be allocated based upon the investor's attitudes, objectives, circumstances and risk-taking capacity.
Clipper Wealth Management, LLC is an independent financial management organization. Our specialty is to provide custom wealth management strategies that are objective to individuals, families and trusts . We help develop financial plans to take full advantage of all income, tax and growth opportunities that are consistent with a clients goals and risks. Each person and their circumstances are unique&so are their plans.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
---|---|---|---|---|
510 | 3419 | $140,836,403,633 | A Percentage of AUM, Fixed Fees, Performance Based
|
|
307 | 37 | $19,889,331,309 | A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
|
|
37 | 1517 | $3,926,223,849 | A Percentage of AUM, Fixed Fees
|
|
30 | 15 | $3,909,983,960 | A Percentage of AUM, Other (PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES)
|
|
13 | 114 | $3,873,391,579 | A Percentage of AUM, Fixed Fees, Performance Based, Other (EXPENSES PAID BY CLIENTS/REFERRAL FEES)
|
|
11 | 898 | $3,226,282,803 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
105 | 2897 | $2,408,896,769 | A Percentage of AUM
|
|
24 | 12 | $2,370,216,554 | A Percentage of AUM, Performance Based
|
|
1 | 10 | $1,642,694,287 | A Percentage of AUM, Fixed Fees
|
|
9 | 728 | $1,559,746,351 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (CONSULTING FEES)
|
|
32 | 4095 | $960,498,129 | A Percentage of AUM, Fixed Fees, Commission Based
|
|
3 | 377 | $844,792,764 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
35 | 4470 | $811,032,601 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (RETAINER FEES)
|
|
5 | 4 | $761,965,787 | A Percentage of AUM
|
|
4 | 2 | $615,903,845 | Performance Based
|
To determine if a financial advisor in Texas is legitimate, you can check if they are properly licensed and registered with the appropriate regulatory organizations, such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Texas State Securities Board. It's also important to review each financial advisor's years of relevant experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, client testimonials, and ensure that they adhere to a strict code of ethics. Additionally, to ensure a financial advisor is legitimate, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors in Texas who meet your specific needs.
The fees you can expect to pay when working with a financial advisor in Texas can vary depending on the type of advisor and the services they provide. Some advisors can charge a fee only on a percentage of assets under management, or an hourly rate for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to make sure you understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the fees an advisor may charge for their services, explore the costs of hiring a financial advisor.
Yes, a financial advisor in Texas can help you plan for your children's college education by analyzing your finances, setting savings goals, and recommending investment strategies. They provide guidance on college savings plans like 529 plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.
A financial advisor in Texas can help you plan for retirement by assessing your current financial situation, determining your retirement goals, and creating a personalized retirement plan. They may consider factors like your desired retirement age, lifestyle expectations, and risk tolerance to determine the savings needed. Advisors can also help select suitable retirement accounts like IRAs, 401(k)s, etc., guide investment decisions, analyze Social Security benefits, and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.
When choosing a financial advisor in Texas, you should consider factors including their qualifications, years of relevant experience, method of compensation, and services offered. Additionally, it's important to ensure that an advisor has the necessary licenses and registrations with trusted regulatory organizations such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Texas State Securities Board. To learn more, read the guide on how to use FINRA's BrokerCheck tool to evaluate a financial advisors credentials.
Financial advisors or planners listed on our directory for the state of Texas may offer multiple financial planning services to help their clients, including retirement planning, investment planning, estate planning, and financial planning. The specific services provided by an advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, as well as your financial needs and goals. To learn more, read on to better understand how financial advisors can assist you.
A financial advisor in our directory for the state of Texas can help you with your investment strategy by providing guidance on different investments to diversify your portfolio, monitor your investments, help you navigate market fluctuations, and suggest necessary adjustments to your investment strategy that aligns with your goals and risk tolerance. If you are looking to improve your investment portfolio, read on about why professional investment management may be right for you.