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Find Top Financial Advisors in Boerne, Texas

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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.

Finding the Top Financial Advisor in Boerne, Texas
Last Updated - 11-Aug-2022

Boerne has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 11 non-vetted advisors in your local area. These financial advisors in Boerne, Texas have an average of 13 years of experience.

NOTE: The list of financial advisors in Boerne, Texas mentioned below do 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 Boerne, Texas.

Qualified Financial Advisors in Boerne, Texas
Financial Advisor Experience AUM Minimum Assets Fee Structure
Manny Gonzalez
CFP®
SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.
14855 Blanco Road, Suite 203,
San Antonio, TX 78216
9 Not Specified Not Specified Fee-Based
Scott Cash Thompson
CFP®
CLIPPER WEALTH MANAGEMENT, LLC
16170 Jones Maltsberger Rd. #102,
San Antonio, TX 78247
18 Not Specified 250000 Fee-Based
Kay Russell
EDELMAN FINANCIAL ENGINES, LLC
1111 West 6th Street,
Building B, Suite 310,
Austin, TX 78703
13 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Boerne

Qualifications CRD# 6031750
Firm CRD# 6694
Series 7, 66

Compensation/Fee Fee-Based


Office Location 14855 Blanco Road, Suite 203,
San Antonio,
TX
78216
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 Southwestern by selling books for the company’s summer internship program while attending college. After graduating, he continued working with the Southwestern Company 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 Southwestern Investment Group. 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.

About Southwestern Investment Advisory Services, Inc.

Southwestern Investment Group 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, Based on Assets, Flat Fee


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.

About Clipper Wealth Management, LLC

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.


Qualifications CRD# 5606019
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1111 West 6th Street,
Building B, Suite 310,
Austin,
TX
78703
Phone Number 512-685-2453

I am passionate about helping to improve the lives of individuals and their loved ones through financial services. Everyday, I look forward to making a meaningful difference one person at a time. It has been a privilege to earn the trust of my clients and I look forward to continuing to serve new clients.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Boerne, Texas (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Advisor Logistics, Llc
1415 E Blanco Rd , Suite 8,
Boerne, TX 78006
$1,858,300,000 5450 A percentage of AUM
Hourly charges
Fixed fees
Hill Country Group
2 Spencer Road , Suite 102,
Boerne, TX 78006
$136,652,500 429 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Boerne, Texas*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Edward Jones
    Inquire with Edward
    27511 Ih-10 W, Suite 403, Boerne, TX  78006 210-403-2155
    Edward Jones
    Inquire with Edward
    104 Medical Dr, Boerne, TX  78006 830-249-4630
    Edward Jones
    Inquire with Edward
    512 E Blanco Road, #301, Boerne, TX  78006 830-815-1404
    Edward Jones
    Inquire with Edward
    1580 S Main Street, #104, Boerne, TX  78006 830-249-8286
    Edward Jones
    Inquire with Edward
    1580 S Main Street, #104, Boerne, TX  78006 830-249-8286
    Edward Jones
    Inquire with Edward
    1011 South Main Street, Boerne, TX  78006 830-249-2748
    Edward Jones
    Inquire with Edward
    1580 S Main Street, #104, Boerne, TX  78006 830-249-8286
    Edward Jones
    Inquire with Edward
    28550 I H-10 West, Suite 1, Boerne, TX  78006 830-981-8135
    Edward Jones
    Inquire with Edward
    138 Old San Antonio Rd, Suite 203, Boerne, TX  78006 830-331-2176
    Edward Jones
    Inquire with Edward
    104 Medical Dr, Boerne, TX  78006 830-249-4630
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      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.

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      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.

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      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.

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      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?