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Portfolio Size of 100K and
above
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Susan, a Retired Executive from New York
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
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
290
non-vetted advisors in your local area. These financial advisors in
San Antonio,
Texas
have an average of
14
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 | |
|
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# 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# 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 |
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.
