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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
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Personalized advice for portfolio size
of 100K & above
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
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
280
non-vetted advisors in your local area. These financial advisors in
San Antonio
,
Texas
have an average of
12
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 | $96,000,000 | $250,000 | Fee-Only | |
| 12 Years | $9,600,000 | $300,000 | Fee-Only | |
| 9 Years | Not Specified | $100,000 | Fee-Based | |
|
Scott Thompson, CFP®
CFP® CLIPPER WEALTH MANAGEMENT, LLC 16170 Jones Maltsberger Rd. #102, San Antonio, TX 78247 |
18 Years | Not Specified | $250,000 | Fee-Based |
Qualifications
CRD# 6265685
Firm CRD# 108529
Series 7, 63, 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
1100 NE Loop 410, #300,
San Antonio,
TX
78209
Phone Number
210-503-0361
Mauricio Sanchez began his career in finance on Wall Street as a corporate bond portfolio trader in New York City. Graduating from the University of the Incarnate Word in San Antonio, Texas with a dual B.B.A. in economics and finance, Mau is an experienced investment advisor with over ten years in the equities, fixed income, and commodity space. A former fixed income trader and FX pool manager, Mauricio's expertise rests on analyzing domestic and foreign markets, federal reserve policy, and presenting valuable insight and strategies to his clients. In his free time, Mauricio runs a podcast and frequently consults with businesses, executives, and nonprofits. To contact Mauricio, e-mail him at mau@martincapital.com.
Whether we may admit it or not, navigating our lives is often an exploration of unknown realms and uncharted territory. From saving for a child's education to preparing for retirement, every investment decision must be made with a vision clearly focused on the destination ahead. Like the ocean, markets rise and fall, creating environments only the most seasoned and weathered captains can traverse with great results. At Martin Capital Advisors, LLP, our voyage together begins with equipping our clients with a proven strategy that will endure the tempestuous storms of the financial seas. Founded upon principles of performance, transparency, and trust, Paul Martin, chief investment officer and managing partner, launched Martin Capital Advisors, LLP, a registered investment advisor firm in New York City in 1989. After making San Antonio its primary office location in 2002, Martin Capital has continued its legacy of award-winning performance in managing tailored equity, balanced, and conservative investment portfolios. Unlike broker-dealers, banks and insurance companies, Martin Capital operates under a fiduciary duty; a solemn and legally binding obligation for a firm to act only in its clients best interests. Also, our easily accessible third-party verified performance track record, competitive fee structures, tax efficient investment returns, and options hedging strategies set us apart from other money management firms. Investment Philosophy Our investment approach is to identify quality businesses with the best potential for consistent growth. We look for companies with an enduring competitive advantage that are growing at a reasonable price in an industry that we understand. We are not short-term, but, instead, are long-term investors. Our buying and selling decisions are made based on an ongoing review of our investment and prospective investments. Returns are enhanced through low turnover resulting in high tax efficiency for taxable accounts.
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, Estate Planning & Trusts
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# 6031750
Firm CRD# 6694
Series 7, 66
Compensation/Fee Fee-Based
Office Location
227 N Loop 1604 E,
Suite 160,
San Antonio,
TX
78232
Phone Number
210-907-7024
One extremely important aspect of our team is that we are INDEPENDENT advisors. By being completely independent, our allegiance is with the client and not with any particular product. Rather, we have access to thousands of Mutual Funds, Stocks, Bonds, Certificates of Deposits, Money Market Accounts, Section 529 College Savings Plans, fifty Private Money Management Firms, and thousands of Insurance Products on the market. Manny grew up in the Hill Country of Kerrville, TX and he attended Texas State University where he graduated with a degree in Finance. Manny first established his relationship with SageSpring by selling books for the company’s summer internship program while attending college. After graduating, he continued working with the SageSpring as a sales manager with Southwestern. He helped coach college students on running an effective business, building their communication skills and developing personal growth. He was responsible for hiring, training and managing college students at Texas State University, the University of Texas, UTSA and the University of South Florida. After building a successful organization over eight years with our parent company, Manny was invited to join SageSpring. Manny currently lives in New Braunfels, TX with his beautiful wife and two young boys. He enjoys spending time playing city league football, classic cars, softball, fishing, hunting, and taking his dog “Dugger” to the park. He currently has his series 7, series 66, and life and annuity insurance license.
SageSpring Wealth Partners operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 20 | 10 | $4,229,265,159 | A percentage of AUM, Performance Based
|
|
| 27 | 1574 | $1,755,987,659 | A percentage of AUM
|
|
| 7 | 627 | $1,614,257,300 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (CONSULTING FEES)
|
|
| 5 | 365 | $882,567,001 | A percentage of AUM, Fixed fees
|
|
| 4 | 2 | $678,770,677 | Performance Based
|
|
| 5 | 660 | $390,879,192 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 10 | 721 | $360,556,322 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 7 | 1233 | $355,643,496 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 45 | 337 | $205,021,000 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 1296 | $196,072,991 | A percentage of AUM, Hourly charges
|
|
| 3 | 244 | $175,297,772 | A percentage of AUM
|
|
| 10 | 123 | $170,057,739 | A percentage of AUM, Performance Based
|
|
| 4 | 310 | $164,398,425 | A percentage of AUM, Hourly charges, Fixed fees, Other (MONTHLY RETAINER FEES)
|
|
| 3 | 4 | $1,570,270 | A percentage of AUM
|
|
| 169 | 0 | $0 | Other (REFERRAL FEES PURSUANT TO A REFERRAL AGREEMENT)
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 8000 IH 10 West, Suite 800, San Antonio, TX 78230 | 210-321-2759 | |
| 1314 E Sonterra Blvd, Bldg 4 Ste 401, San Antonio, TX 78258 | 210-582-1300 | |
| 1314 E Sonterra Blvd, Bldg 4 Ste 401, San Antonio, TX 78258 | 210-582-1300 | |
| 112 E Pecan Street, Suite 1500, San Antonio, TX 78205 | 210-271-6101 | |
| 11550 Interstate 10 W, Ste 295, San Antonio, TX 78230 | 210-541-0126 | |
| 9311 San Pedro Avenue, Suite 750, San Antonio, TX 78216 | 210-268-1500 | |
| 755 East Mulberry, Suite 300, San Antonio, TX 78212 | 210-366-6611 | |
| 112 E Pecan Street, Suite 1500, San Antonio, TX 78205 | 210-271-6110 | |
| 21720 Hardy Oak Blvd., Ste 85, San Antonio, TX 78258 | 210-321-1400 | |
| 1314 E Sonterra Blvd, Bldg 4 Ste 401, San Antonio, TX 78258 | 210-582-1300 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
