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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
A vibrant and growing city known for its strong economy, affordable housing, and rich cultural heritage, San Antonio, Texas boasts a relatively low cost of living compared to other major U.S. cities, making it an attractive place for families, professionals, and retirees. Whether you're planning for retirement, managing investments, or building long-term wealth, working with a financial advisor in San Antonio can help you navigate your financial journey with confidence.
With over 1500+ financial advisors in San Antonio, finding the right fit for your needs can be challenging. WiserAdvisor simplifies this process by connecting you with vetted professionals, including fiduciary advisors in San Antonio, who act in your best interest. Whether you're seeking expert guidance for retirement planning in San Antonio, comprehensive financial planning, or investment management, we can help you find a suitable match.
For over two decades, we have maintained a trusted directory of fiduciary advisors who meet strict industry standards. Let us help you find a suitable financial advisor in San Antonio to guide you toward your financial goals.
San Antonio
has
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
San Antonio,
Texas
have an average of
18
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 |
|---|---|---|---|---|
|
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 |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
|
Benjamin Hooper
CFP®, CIMA®, RICP®, CLU®, ChFC® COMAL WEALTH MANAGEMENT 1659 State Hwy 46W, Ste 115 #439, New Braunfels, TX 78132 |
16 Years | Not Specified | $250,000 | Fee-Only |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
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
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# 5679845
Firm CRD# 309352
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
1659 State Hwy 46W,
Ste 115 #439,
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
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.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 481 | 2923 | $151,257,095,924 | A percentage of AUM, Fixed fees, Performance Based |
|
| 304 | 37 | $18,545,478,538 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
|
| 36 | 1757 | $5,218,567,363 | A percentage of AUM, Fixed fees |
|
| 30 | 11 | $4,938,176,872 | A percentage of AUM, Other (PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES) |
|
| 13 | 117 | $3,548,387,419 | A percentage of AUM, Fixed fees, Performance Based, Other (EXPENSES PAID BY CLIENTS/REFERRAL FEES) |
|
| 11 | 908 | $3,475,405,550 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 166 | 2792 | $2,737,039,224 | A percentage of AUM |
|
| 27 | 4687 | $1,975,563,403 | A percentage of AUM, Fixed fees |
|
| 12 | 809 | $1,870,769,779 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (CONSULTING FEES) |
|
| 24 | 9 | $1,562,478,832 | A percentage of AUM, Performance Based |
|
| 1 | 10 | $1,459,244,992 | A percentage of AUM, Fixed fees |
|
| 5 | 4 | $1,304,240,181 | A percentage of AUM |
|
| 35 | 4631 | $987,555,105 | A percentage of AUM, Hourly charges, Fixed fees, Other (RETAINER FEES) |
|
| 4 | 2 | $744,667,515 | Performance Based |
|
| 29 | 4115 | $653,563,110 | A percentage of AUM, Fixed fees |
Financial advisors in San Antonio, Tx offer a wide range of services to help individuals manage and grow their wealth. They provide investment management, helping clients build and maintain portfolios aligned with their financial goals and risk tolerance. Advisors also assist with retirement planning, helping clients save for a comfortable retirement by investing in tax-advantaged retirement accounts like 401(k)s, IRAs, and more. In addition, advisors also offer tax planning advice to minimize liabilities and optimize savings. Financial advisors may also assist with estate planning where they guide clients on how to protect and distribute assets to heirs efficiently. Further, financial advisors may offer guidance on insurance, debt management, and wealth management.
To choose a suitable financial advisor in San Antonio, start by assessing their qualifications, such as certifications like CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst). Verify their fiduciary status, ensuring they are legally obligated to act in your best interests. Consider their experience with your specific financial needs, such as retirement or tax planning. Understand their fee structure-whether it's fee-only, commission-based, or a mix. Also, check their regulatory record through FINRA or the SEC for any complaints or sanctions.
You may also use WiserAdvisor's free match tool to search for qualified advisors. This tool will match you with 2-3 vetted financial advisors in your area who have been pre-screened for experience and hold clean records with FINRA and the SEC.
A fiduciary financial advisor is a professional who is legally mandated to act in your best interests at all times. Unlike non-fiduciary advisors, who may prioritize products or services that generate commissions, a fiduciary advisor must make recommendations based solely on what is best for you. This includes providing unbiased advice, disclosing any potential conflicts of interest, and avoiding actions that could benefit them over your financial goals. A fiduciary ensures that his actions align with your financial well-being and long-term interests.
Yes, a financial advisor can be crucial in retirement planning. They help assess your current financial situation, set retirement goals, and create a tailored strategy to maximize your savings. To do so, advisors can recommend the best retirement accounts, investment options, and tax-efficient strategies. They also provide guidance on withdrawal strategies to ensure a sustainable income during retirement, while considering factors like inflation, healthcare, and desired lifestyle. Regularly reviewing and adjusting the plan with a financial advisor can help ensure you're on track to meet your retirement goals.
You can use BrokerCheck to validate a financial advisor's credentials. This is a free tool provided by FINRA that helps you research the professional backgrounds of financial advisors and advising firms. The information on BrokerCheck comes from the Central Registration Depository (CRD), which is the securities industry's online registration and licensing database. BrokerCheck provides a qualifications section that gives you a preview of the professional's registrations and licenses as well as the industry exams they have passed.
You may also use the following resources to verify if an advisor is licensed or registered:
Before hiring an advisor, ensure that the advisor's registration is up to date and review any disciplinary history or complaints against the advisor.
Yes, there are specialized financial advisors who focus on specific needs like tax planning, estate planning, retirement planning, and more. These advisors have expertise in particular areas and can offer in-depth knowledge tailored to your specific situation. For example, tax advisors help you optimize your tax strategy, while advisors specializing in estate planning assist with structuring your assets to ensure a smooth transfer to heirs, minimizing taxes, and avoiding probate.
Estate planning can involve legal, financial, and tax issues, so it is essential to choose a financial planner with specialized qualifications, such as Chartered Trust and Estate Planner (CTEP). CTEPs are experts in trusts and estate planning. Additionally, you can also look for an Accredited Estate Planner (AEP). An AEP has experience in estate planning, including wills, trusts, and asset protection. Certified Trust and Fiduciary Advisors (CTFAs) also specialize in managing trusts and providing fiduciary services.
To create a tailored investment strategy, the advisor has to first understand your financial goals, risk tolerance, and time horizon. To do so, they assess your current financial situation, including assets, liabilities, income, and expenses. Based on this information, they recommend appropriate investment instruments such as stocks, bonds, or mutual funds, aligning with your objectives-whether it's retirement, saving for a home, or other long-term goals. They continuously monitor and adjust the strategy to ensure it stays aligned with your evolving financial needs and market conditions.
Working with a local financial advisor in San Antonio can offer multiple benefits. Local advisors often have valuable connections with professionals like tax experts and estate planners. In addition, they also understand Texas-specific tax laws and can offer tailored advice for your specific needs. Further, they may have insight into local investment opportunities and charitable giving due to having ties with the community. A local advisor may also be able to create a tailored financial plan based on your goals.
