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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in San Antonio. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in San Antonio

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in San Antonio, Texas
Financial Advisor Office Location Phone Number
Spencer Crow
Edelman Financial Engines, LLC
555 E. Basse Road Suite 206,
San Antonio, TX  78209
(210) 826-9400
Josh Renfro
First Allied Securities
*,
San Antonio, TX  78232
(512) 327-1000
Scott Cash Thompson, CFP®
Clipper Wealth Management, LLC
16170 Jones Maltsberger Rd. #102,
San Antonio, TX  78247
(210) 491-2319
Phil Weinstein
Edelman Financial Engines, LLC
2500 West William Cannon Drive,
Austin, TX  78745
(512) 329-6620

Information on Qualified Financial Advisors in San Antonio

Qualifications CRD# 5819393
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 555 E. Basse Road Suite 206,
San Antonio,
TX 
78209
Phone Number (210) 8269400

Joined Edelman Financial Engines in 2011. Began his career in the financial services industry in 2010. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Consultant (ChFC®), Chartered Retirement Planning CounselorSM (CRPC®) certification(s) and the Accredited Asset Management SpecialistSM (AAMS®) and Accredited Wealth Management AdvisorSM (AWMA®) designation(s). Bachelor's degree in Mass Communication from Texas State University - San Marcos and a Master's of Science Degree in Personal Financial Planning. Married to Lauryn. They have two children: Peyton and Paisley. Spencer enjoys fishing, hunting, skiing, and scuba diving.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5774724


Office Location *,
San Antonio,
TX 
78232
Phone Number (512) 3271000

Josh Renfro is a Wealth Advisor at The Fox Alliance. He first entered the industry working in client services and financial planning. However, his desire to help families improve their financial well-being and create legacies inspired him to become a financial advisor. His approach is simple: to offer clients strategies that respect their financial goals. Before joining The Fox Alliance, Josh worked with Petra Benefits Financial Services, WCM Global Wealth, and Met Life. He holds securities licenses 7, 63, and 65 and received his Bachelor of Science in Business Administration and Finance from Thomas Edison State College. Outside of serving his clients he enjoys music, firearms, fishing, and outdoor sports.

About First Allied Securities

For more than three decades, We?ve focused our professional life on a single mission: to work closely with families and provide them the best direction, service and tools to help them build a secure and prosperous financial future. The Fox Alliance started as a one-man operation in 1986, and since then has turned into a full- fledged team of financial advisors with diverse backgrounds and more than 100 years of combined experience. We now have the privilege of serving hundreds of families throughout the country. Over the years, We?ve helped guide our clients through dramatic economic changes, from stock- market prosperity in the 1990s to the dot-com bubble in the early 2000s and most recently the devastating effects of the Great Recession. One thing has been constant through it all: Money is a powerful tool. It can bring a great deal of anxiety, or it can provide peace of mind. We?ve spent our live's witnessing the enormous impact a sound portfolio can have on the life of our clients. Sometimes, it literally kept their lives together when everything else around them failed. And with those experiences, We?ve learned that, more than anything else, our clients wanted and needed to trust that We were dedicated to their goals no matter what challenges we?d face together. We wholeheartedly embrace that trust. By focusing on the right financial principles,we can make an extraordinary difference in our clients? futures and, most important, help empower them to live better lives today.



Qualifications CRD# 4414290
FirmCRD# 6413
Series 7, 63, 65, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 16170 Jones Maltsberger Rd. #102,
San Antonio,
TX 
78247
Phone Number (210) 4912319

About Clipper Wealth Management, LLC

Scott Cash Thompson, CFP is the owner of Clipper Wealth Management, LLC. In addition to earning a Bachelor's degree from the University of Texas -- San Antonio, Scott holds one of the financial services top credentials, CERTIFIED FINANICAL PLANNER, which greatly improves his ability to serve his client's financial needs. CFP practitioners have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP certification process that includes testing, ethical standards and continuing education. Scott works extensively in assisting high net worth individuals, such as corporate executives, professionals, and retirees, manage their wealth while properly allocating their portfolios. He has created a business model that focuses around the cornerstones of a client's financial needs: estate attorney, CPA, and financial planner. These three separate professionals plot the course based on a clients goals and needs. Scott is an avid fly-fisherman and licensed FAA pilot. He and his wife Marti have three children (Ashly, Kylee, and Colton). Colt was born at 22 weeks gestation (weighed 1lb 2oz) and has the distinction of being one of the youngest babies to survive at such a premature date in the country, he is now 11 years old and doing very well. Scott's outside activities also include being a member at Forest Hills Presbyterian Church in Helotes, coaching baseball, playing golf, an avid reader and snow-skiing.



Qualifications CRD# 1572806
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 2500 West William Cannon Drive,
Suite 804,
Austin,
TX 
78745
Phone Number (512) 3296620

Joined Financial Engines in 2009. Began his career in the financial services industry in 1986. Successfully completed the Series 6, 7, 8, 63, and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning Counselor SM (CRPC®) certification(s). Bachelor's degree in Political Science from the University of Missouri-Columbia. Married with two children. Phil enjoys golfing and traveling.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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