Fiduciary advisors in San Antonio, TX

San Antonio, Texas

ATKG is a San Antonio-based accounting and advisory firm operating under an alternative practice structure comprising ATKG, LLP (a licensed CPA firm) and ATKG Advisors LLC. With more than 40 years of experience, the firm serves closely held businesses and family clients through tax planning, accounting, assurance, and advisory services, with particular focus on state, local, and international tax compliance and risk management. ATKG, LLP holds CPA licensure and provides attest services, while ATKG Advisors LLC offers tax, advisory, and non-attest services.

San Antonio, Texas

Baxter Retirement & Insurance Services is an investment advisory firm in San Antonio, Texas. Services include Insurance Analysis and Retirement Planning. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 15 Google reviews.

San Antonio, Texas

Beacon Pointe Advisors is an investment advisory firm in San Antonio, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Antonio, Texas

Independent RIA

Bravo Zulu Tax & Accounting is an independent ria firm in San Antonio, Texas. Services include Investment Management. Service options include onsite meetings. The office is open daily. It holds a 5-star rating from 3 Google reviews.

San Antonio, Texas

Compass Financial Group, based in San Antonio, Texas, provides investment management and retirement planning services with a focus on federal employees. The firm holds a CLU credential and follows a four-step planning process that includes initial fact-finding, comprehensive financial review (with specific attention to federal benefits), ongoing semi-annual or annual check-ins, and estate planning coordination. The firm also offers educational workshops and works with third-party attorneys on legacy and asset transfer planning.

San Antonio, Texas

Conservant Capital is an investment advisory firm in San Antonio, Texas. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Antonio, Texas

Corient is an investment advisory firm in San Antonio, Texas. The office has a wheelchair-accessible entrance.

San Antonio, Texas

Exencial Wealth Advisors is a San Antonio-based firm serving business owners, corporate executives, pre-retirees, and high-net-worth individuals with financial planning, investment management, and wealth management services. The firm operates on a percentage-of-assets-under-management fee structure for wealth management, with financial planning fees starting at $2,500, and employs a three-phase process (Evaluate, Execute, Evolve) to align client goals with investment strategy. The firm manages customizable portfolios using an open-architecture platform and coordinates tax planning, income projections, and tax return filing with broader financial and estate planning. With approximately 5.9 billion in assets under management and 110 employees across 15 offices, the firm caters to clients with complex financial situations, including those with investable assets exceeding $2 million.

San Antonio, Texas

Freedom Wealth, based in San Antonio and led by wealth advisor Rene P Soliz III, serves families, retirees, professionals, veterans, and business owners with financial planning and wealth management services. The firm offers personalized strategies covering retirement planning, investment management, business succession planning, and tax strategies, and emphasizes transparent fee structures and direct client relationships. With a 4.8-star rating from 19 Google reviews, the firm operates as a full-service advisory practice providing holistic financial guidance.

San Antonio, Texas

Insurance-Based

Gregory Kelly, Owner, Principal Advisor - Kelly Financial Partners, LLC is an insurance-based firm in San Antonio, Texas. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Antonio, Texas

Kercheville Investment Advisors is a fee-only fiduciary firm in San Antonio founded in 1967, offering investment management, financial planning, and pension consulting services. The firm manages client portfolios through separately managed accounts using a research-driven, tax-efficient approach and provides advisory services on both discretionary and non-discretionary bases. Services span portfolio management tailored to individual circumstances, comprehensive financial planning across personal, tax, retirement, and estate matters, and consulting for employee benefit plans. The firm operates as an independent, family-run business focused on direct stock investment in growth and income-producing securities rather than proprietary products.

San Antonio, Texas

LBS Business Solutions LLC is an investment advisory firm in San Antonio, Texas. Services include Estate Planning, Financial Planning, and Tax Planning. Service options include onsite meetings. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.1-star rating from 59 Google reviews.

San Antonio, Texas

Larsen Financial Management is an investment advisory firm in San Antonio, Texas. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays.

San Antonio, Texas

MAKERS Wealth Management is a Texas-based financial advisory firm in San Antonio offering investment management, financial planning, and wealth management services. The firm is led by owner and senior financial advisor Gina Hughes and serves clients across different life stages, including those preparing for retirement, navigating life transitions, and building investment portfolios. Services include portfolio construction aligned with client goals and risk tolerance, retirement income planning, and financial strategy guidance around saving and debt management.

San Antonio, Texas

Marksman Wealth Management is an independent, fiduciary financial advisory firm in San Antonio founded by Joseph Schuetze, offering financial planning and investment management services. The firm specializes in working with successful individuals and families navigating major life transitions, business sales, career changes, and retirement planning, with particular focus on wealth transfer and legacy structures across generations. Marksman operates as a deliberately small, referral-based practice designed to maintain client relationships and independence rather than pursue growth through acquisition or private equity partnerships.

San Antonio, Texas

Merit Financial Advisors is an investment advisory firm in San Antonio, Texas. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Antonio, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in San Antonio, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

San Antonio, Texas

Nick McNabb - Thrivent Financial is an investment advisory firm in San Antonio, Texas. Services include Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.

San Antonio, Texas

Insurance-Based

Northwestern Mutual San Antonio is an insurance-based firm in San Antonio, Texas. The office has a wheelchair-accessible entrance. The office is open daily.

San Antonio, Texas

Oakridge Financial Planning LLC, based in San Antonio, Texas, provides financial planning, investment management, estate planning, and retirement planning services. The firm operates on a fee-based model with monthly fees starting at $34.99 plus a one-time setup fee of $50, and serves households saving for retirement, families planning legacies, and small business owners. The firm's stated process includes an initial complimentary consultation, development of a customized financial plan, and ongoing adjustments as circumstances change.

San Antonio, Texas

Platinum Advisory Group is an investment advisory firm in San Antonio, Texas. Services include Financial Planning and Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

San Antonio, Texas

Prime Capital Financial San Antonio provides investment management and financial planning services to individuals, families, and institutions, with a minimum investment of $500,000. The firm's team includes advisors with credentials including the Chartered Financial Analyst designation and prior experience at major financial institutions such as Merrill Lynch, JPMorgan Chase, and Goldman Sachs. Operating in San Antonio for over two decades, the firm offers personalized portfolio construction and holistic financial planning that address clients across various life stages, from pre-retirement through legacy planning. The firm also serves high-net-worth and ultra-high-net-worth clients, coordinating with their tax and legal advisors.

San Antonio, Texas

SageSpring Wealth Partners is a San Antonio-based wealth management firm founded in 2002, led by President Jeff Dobyns (CFP®, CLU, ChFC). The firm offers financial planning services including estate planning, investment management, retirement preparation, and tax planning, using a holistic approach centered on understanding each client's personal goals and life stage. SageSpring is a participant in Dave Ramsey's SmartVestor referral program and operates as a privately held company committed to client-first principles and ongoing portfolio oversight.

San Antonio, Texas

Sendero Wealth Management is an investment advisory firm in San Antonio, Texas. Services include Estate Planning and Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

San Antonio, Texas

Stone Oak Wealth Management provides financial planning, investment management, and insurance analysis to affluent individuals, families, and business owners in San Antonio. The firm's planning approach addresses spending and cash flow, tax and debt management, charitable giving, and long-term investing, grounded in faith-based stewardship principles. The team includes Greg Thompson (CFP, CKA, Founder and President with 24+ years of experience), a Chief Compliance Officer with 40+ years in securities, and additional advisors and client service staff with substantial financial services backgrounds. The firm was recognized on San Antonio Business Journal's 2025 'Best of' list and Top 20 Money Managers in San Antonio.

San Antonio, Texas

Tirres Consulting is a fiduciary financial advisory firm in San Antonio, Texas, serving families and business owners. The firm provides personalized financial planning across retirement, investment, estate, and insurance planning through a structured discovery and strategy development process. Operating as a Certified Financial Fiduciary, the firm manages assets and accounts while emphasizing transparency and long-term client relationships grounded in family values.

San Antonio, Texas

Wealth Watch Advisors is an investment advisory firm in San Antonio, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

San Antonio, Texas

Wealth Watch Partners is an Independent Marketing Organization (IMO) based in San Antonio, Texas that provides business support, training, and product access to life and annuity agents and advisors. The firm offers case design services, sales and product training, marketing programs, and access to contracts with over 50 insurance carriers offering annuities, life insurance, long-term care, disability coverage, and Medicaid solutions. The company's support services include business continuity planning, income rider illustrations, Roth conversion strategies, and estate planning assistance through its advanced case design team.

San Antonio, Texas

Wela Financial Advisory is an SEC-registered investment advisor based in San Antonio, Texas, offering financial planning and investment management services with a focus on retirement planning. The firm is led by managing partners Anders Storvik and Esmond Pabilona, both CFP and Series 65 license holders, alongside a team that includes financial planners and client service specialists. The advisory provides personalized financial planning through an in-person or virtual consultation process, with client retention and satisfaction metrics tracked annually.

San Antonio, Texas

nePara Group Inc is an investment advisory firm in San Antonio, Texas. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open daily.