Free match service | No obligation to hire
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.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
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.
Spring Branch
has
7
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Spring Branch,
Texas
have an average of
22
years of experience.
NOTE: The list of vetted financial
advisors in
Spring Branch,
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
Spring Branch, Texas.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Benjamin Hooper
CFP®, CIMA®, RICP®, CLU®, ChFC® COMAL WEALTH MANAGEMENT 2967 Oak Run Parkway, Suite 505 #11, New Braunfels, TX 78132 |
16 Years | Not Specified | $250,000 | Fee-Only |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
|
Scott Portlock
CFP®, CLU® GLOBAL WEALTH ADVISORS 500 N Loop 1604 E., Suite 250, San Antonio, TX 78232 |
21 Years | Not Specified | $250,000 | Fee-Based |
| 12 Years | $9,600,000 | $300,000 | Fee-Only | |
|
Jerry McIlhon
Investment Advisor BECK CAPITAL MANAGEMENT LLC 2009 South Capital of TX Hwy #200, Austin, TX 78746 |
33 Years | $135,000,000 | $250,000 | Fee-Based |
| 30 Years | Not Specified | $250,000 | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
Qualifications
CRD# 5679845
Firm CRD# 309352
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
2967 Oak Run Parkway,
Suite 505 #11,
New Braunfels,
TX
78132
Phone Number
830-500-5100
Benjamin founded Comal Wealth Management in 2020 with a focus on delivering a high-touch client experience. Benjamin is a Certified Financial PlannerTM practitioner with over 16 years of wealth management experience. He services clients in the New Braunfels, TX community who are approaching retirement. Benjamin is a retirement and tax planning expert. He is passionate about helping you find your unique path to a successful retirement and helping you maintain your desired lifestyle once retired. Prior to Comal Wealth Management, Benjamin spent 11 years working for USAA as a financial advisor and wealth manager. In 2013, he was one of the youngest advisors promoted to Wealth Manager and was tasked with leading the Wealth Management offering in El Paso, TX. After 3 years in El Paso, he joined the Austin, TX Wealth Management team to serve the Central Texas community. Previously, he earned his undergraduate degree in Personal Financial Planning from Texas Tech University, which is widely considered the top program in the country. In addition, he earned his MBA from Colorado State University. He is a born-and-raised Texan and has called New Braunfels, TX home since 2018. In his free time, he loves to travel with his wife Brooke, preferably somewhere with beaches and palm trees. He offers a free Retirement Readiness Review for prospective clients.
Comal Wealth Management is a modern wealth management and financial planning firm based in New Braunfels, TX. We serve clients that are approaching retirement, value expert advice and have diligently invested $500,000+ towards retirement. Our aim is to help you save time, invest wisely, reduce taxes and retire successfully. We offer a free Retirement Readiness Review for prospective clients. FEE ONLY - As a fee-only financial advisor, we are compensated solely by the client, without receiving commissions or other incentives from financial product providers, ensuring unbiased financial advice tailored to our client's needs. FIDUCIARY - As a fiduciary financial advisor, we are ethically and legally bound to act in our clients' best interest. We provide advice based on what we believe to be in the best long-term interest of our clients. PREMIER SERVICE: As advisors, we have a responsibility to not only react to our clients needs, but to proactively communicate and deliver an incredible experience overall. We are committed to service of the highest tier, without exception. VALUE-DRIVEN: The pursuit of financial value should be relentless, and we strive constantly to identify multiple areas of financial gain for our clients. Because investment portfolios are not the sole driver of financial rewards, we seek to identify measurable value beyond investment returns for optimal success and goal attainment.
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
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
19026 Ridgewood Parkway,
Suite 316,
San Antonio,
TX
78259
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 2639917
Firm CRD# 8032
Series 7, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
500 N Loop 1604 E.,
Suite 250,
San Antonio,
TX
78232
Phone Number
210-625-5544
Bringing more than 20 years of experience in financial services with him, Scott Portlock joined Global Wealth Advisors in 2023. Serving clients in the San Antonio office as a wealth advisor, he previously spent 12 years as a senior financial consultant with Business Financial Group (BFG) in their individual financial consulting department. During the 14 years prior to BFG, he served as a financial advisor, with 5 years at Merrill Lynch and the remainder with independent financial planning firms in Pennsylvania and New Jersey.
Scott received a Bachelor of Science in business administration in accounting from Georgetown University where he also ran track as a scholarship athlete. He went on to earn an MBA in finance from Lehigh University in Bethlehem, Pennsylvania.
Scott holds the CERTIFIED FINANCIAL PLANNER® certification which is awarded by the Certified Financial Planner Board of Standards, Inc. He also holds FINRA Series 7 and 63 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. He is life, health, and variable insurance licensed and is a Chartered Life Underwriter® (CLU®).
Global Wealth Advisors is an independent financial planning and investment management firm. We help people reach their goals by never losing sight of our planning strategy and process. As independent financial advisors, we offer our clients the resources and flexibility to simplify their financial life and help them reach their objectives. An important part of GWA's 3P Approach© to planning is working with our clients' other trusted advisors like CPAs, insurance agents, and attorneys, in a collaborative team effort. Like fitting a puzzle together, we help clients put the pieces of their financial life together so they feel secure in knowing their financial matters are in order.
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, Insurance Products & Annuities
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# 1730924
Firm CRD# 152705
Series 6, 63, 65
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
2009 South Capital of TX Hwy #200,
Austin,
TX
78746
Phone Number
512-345-6789
Jerry serves as an investment advisor at Beck Capital Management (BCM), guiding his clients to their appropriate portfolio type, as well as providing a financial plan that will keep them on track to meet their goals. Jerry joined Frank Beck and his predecessor company, Capital Financial Group, in 1997. Prior to joining Frank, he spent 11 years in the financial services industry. First, managing his own insurance agency, and then as the Area Director of the city of Austins Deferred Compensation Plan. The transition to BCM allowed him to continue serving his client base by shifting the focus to their post-retirement investment and planning needs. At BCM, we employ an investment philosophy based on Sector Rotation, a strategy that allows us to focus on specific industries while avoiding the sectors of the market that are out of favor. This stands in direct contrast to the cookie-cutter approach of investing in a basket of mutual funds and/or exchange-traded funds (ETFs). The portfolios at BCM are custom-tailored to the individual and are aligned with their specific tolerances to risk and volatility. All investment decisions are made in-house, which avoids the typical layering of investment fees. There is no doubt that next to marrying his lovely bride of 23 years, Janet, this was easily the best decision he ever made. Besides spending time with Janet and his five grandchildren, Jerry loves exploring the Austin culinary scene and a good round of golf when he can fit one in.
Jerry McIlhon is a registered investment advisor who is a 29 year veteran in the financial industry. Fee-based RIA, provides wealth consultant and investment advisory services. Click on our website to view our investment philosophy and personnel.
Advisory Services Provided:
Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses
Qualifications
Firm CRD# 173194
Series 7, 63
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
5000 Plaza on the Lake, Suite 130,
Austin,
TX
78746
Phone Number
512-256-3430
At WCG, we believe that wealth management is achieved through a process-driven approach focused on protecting and managing all aspects of your family's wealth. Our core strategy revolves around comprehensive planning, prioritizing your interests by integrating important tax, risk management, asset management, estate, and philanthropic goals in every decision and action. For owners of privately held businesses, we conduct a thorough analysis to determine the effect business ownership has on your personal wealth. Just as a business employs a CFO to coordinate the many aspects of its finances, WCG specializes in developing coordinated strategies and customized, tax-efficient solutions for individuals. As your Personal CFO, our mission is to bring a comprehensive range of wealth management services that utilize our resources and expertise to address your unique/intricate financial needs. We collaborate with your existing professional advisors to ensure seamless integration and alignment of your financial strategies. Our goal is to provide you with the expertise and resources needed to effectively manage and grow your wealth, with your best interest at the forefront of everything we do. Our services focus on the following areas: - Financial Planning - Insurance Planning - Business Success Planning - Retirement Income Planning - Estate & Legacy Planning - Investment Management - Philanthropic/Charitable Giving - Education Planning - Trust Services - Tax Strategies *Tax services are not offered by The Wealth Consulting Group, WCG Wealth Advisors, LPL Financial or affiliated advisors. **LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial
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, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1111 West 6th Street, Building B,
Suite 310,
Austin,
TX
78703
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
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 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?
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.
