2022 Reviews

Top Financial Planners in San Antonio - 2022

LAST UPDATED 14 Aug, 2022
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List of the Top Financial Planners in San Antonio

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Platinum Wealth Solutions

Service Focus
4% Financial Planning
9% Asset Management
20% Financial Advisory
23% Budget Management
30% Retirement
15% Other
Service Focus
4% Financial Planning
9% Asset Management
20% Financial Advisory
23% Budget Management
30% Retirement
15% Other
Platinum Wealth Solutions is a US based Financial Planner agency We are a full-service financial organization delivering the personalized service that clients desire by providing customized solutions to help meet their needs.

FINANCIAL LIFE ADVISORS

Service Focus
27% Financial Planning
11% Asset Management
18% Financial Advisory
13% Budget Management
4% Retirement
27% Other
Service Focus
27% Financial Planning
11% Asset Management
18% Financial Advisory
13% Budget Management
4% Retirement
27% Other
FINANCIAL LIFE ADVISORS is a US based Financial Planner agency - which specialize in Retirement Planning, Tax Strategies, Investment Analysis, Estate Planning, Business and Exit Planning.

Waddell & Reed

Service Focus
28% Financial Planning
1% Asset Management
3% Financial Advisory
30% Budget Management
12% Retirement
27% Other
Service Focus
28% Financial Planning
1% Asset Management
3% Financial Advisory
30% Budget Management
12% Retirement
27% Other
Waddell & Reed is a US based Financial Planner agency - which specialize in financial needs of families, individuals and businesses.

Frequently Asked Questions About Financial Planners

The particular cost tends to depend on the range of services your chosen financial planner offers you, as well as their experience. Nevertheless, thorough financial planning can cost anything from $2100 to $11,000 each year.

Financial Advisors come in 3 basic flavours:
Transactional Advisors/Brokers/Insurance Agents charge clients a percentage or fixed amount for each purchase (and, in the case of stocks, bonds, or options, each sale, as well).
Financial Advisors who charge a fixed dollar amount to provide advice: for example, a financial or retirement plan, an asset allocation or an inheritance, tax, or succession plan. These Advisors have no asset minimum.
Investment Advisors (aka, Wrap-fee advisors, Fiduciary Advisors, Asset Fee-Based Advisors) both Advise and also Invest the money. They charge a fee that is a percentage of the assets under management. Typically, minimums are $100–200k, but maybe as high as $500k or a Million.

Given that there are over 100 certifications available to those in the financial industry, the CFP certification certainly stands out. For one, to be a CFP, one must be a fiduciary. This means that every CFP must put the needs of their clients ahead of their own. It can be surprising to learn that the majority of financial professionals are not required by law to do this and it is for this reason that the CFP and the CFP board unique and important entities where consumer protections are mentioned.

It means that your financial planner follows the fiduciary standard. This is a standard that means your financial planner puts your best interests ahead of their own. For example, if your financial planner has two similar investment products with varying fees, your financial planner that is also a fiduciary would have no choice but to recommend the investment product that has the lower cost to you, even if that means they would make less money from it. It is a standard that is great for you, the client and not necessarily for the financial planner.

What it simply means is that:

  • They must act in your best interest
  • They must provide information pertaining to any conflict of interest that may arise
  • They must clearly define how their money is made (commissions, asset-based fees, upfront fees, and more).

Generally, any professional that is able to help you take care of your money is to be considered a financial advisor. However, a financial planner is a financial advisor working within a specific niche known as financial planning. If your goal is to have a program that helps you achieve your long-term financial goals, then a financial planner would be the go-to professional.

The role of a financial planner is to provide expert assistance and advice in order to help you reach any financial goals you have set for yourself. These goals typically depend on your needs and your situation. A financial planner is able to help you with saving and budgeting, investing, debt reduction, estate planning, insurance, retirement, and tax optimisation.

Accreditation and certification
When talking to someone about your money and financial future, it is imperative that you know the person you aim to work with is actually qualified for the job. It is important to note that whilst accreditation is a wonderful sign, it does not guarantee that the individual is a great financial planner. This is why you ask for referrals and references.

Pay structure
Every financial planner comes with their own unique pay structure, so you have to select the one that helps determine if an investment was smart as it was intended to be. Generally, you want to avoid working with financial planners on a commission basis. They are likely to think more about their commission than meeting your needs.

Listen out for questions
A great way to ascertain the ethics of your chosen financial planner is to just listen to them while they speak. Additionally, you will want to pay attention to how many questions they ask you. Given that all financial situations and goals are different, there isn’t a cookie-cutter option. It is best to steer clear of financial planners that say otherwise.

Conduct a background check
Given the peculiarity of the relationship, there will have to be a fair amount of trust and transparency for your relationship with the financial planner to be successful. This is where you will want to learn more about their background. Find out if they have ever been investigated by an investment regulatory body or have been convicted for a crime.

There are quite a number of questions to ask a financial planner when you first meet them, however, the most important question is one that you pose to yourself; you have to know what you want in an advisor. Try to discover the type of services you will require and how much you are willing to pay for those services. Thinking about these questions will help you determine what questions to ask before hiring a financial planner. Below are the questions you should ask when hiring a financial planner:

  • What are your credentials?
  • Are you a fiduciary?
  • How do you get paid?
  • What services do you offer?
  • What is your investment philosophy?
  • How will investments be picked for me?
  • What benchmarks are used?
  • Who is your custodian?
  • What are your typical clients like?
  • How much contact will we have?
  • Do you have anyone else that works with you?
  • What is your succession plan?
  • Is it possible to view a sample financial plan?
  • Why should I choose you?

PAX Financial Group

Service Focus
20% Financial Planning
22% Asset Management
21% Financial Advisory
24% Budget Management
5% Retirement
8% Other
Service Focus
20% Financial Planning
22% Asset Management
21% Financial Advisory
24% Budget Management
5% Retirement
8% Other
PAX Financial is a US based Financial Planner agency - which specialize in financial assessments, retirement planning, investment management, insurance and practical advice.

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Clipper Wealth Management

Service Focus
19% Financial Planning
6% Asset Management
22% Financial Advisory
12% Budget Management
26% Retirement
14% Other
Service Focus
19% Financial Planning
6% Asset Management
22% Financial Advisory
12% Budget Management
26% Retirement
14% Other
Clipper Wealth Management, LLC is a US based Financial Planner agency - which specialize in A comprehensive independent financial planning, retirement and wealth management firm in south/central TX.

Texas Legacy Wealth Management

Service Focus
22% Financial Planning
10% Asset Management
8% Financial Advisory
18% Budget Management
23% Retirement
20% Other
Service Focus
22% Financial Planning
10% Asset Management
8% Financial Advisory
18% Budget Management
23% Retirement
20% Other
Texas Legacy is a US based Financial Planner agency - which specialize in Investment Management, Financial Planning, Personal Advice.

Teamwork Financial Group

Service Focus
0% Financial Planning
1% Asset Management
20% Financial Advisory
28% Budget Management
32% Retirement
18% Other
Service Focus
0% Financial Planning
1% Asset Management
20% Financial Advisory
28% Budget Management
32% Retirement
18% Other
TEAMWORK FINANCIAL GROUP is a US based Financial Planner agency - which specialize in Retirement Income StrategiesWealth Accumulation, Asset Protection, Annuities, Life Insurance.

Texas Financial Advisory

Service Focus
26% Financial Planning
13% Asset Management
12% Financial Advisory
18% Budget Management
24% Retirement
8% Other
Service Focus
26% Financial Planning
13% Asset Management
12% Financial Advisory
18% Budget Management
24% Retirement
8% Other
TEXAS FINANCIAL ADVISORY is a US based Financial Planner agency - which specialize in HOLISTIC PLANNING, Tax-efficient retirement.

Chris Reddick Financial Planning

Service Focus
19% Financial Planning
24% Asset Management
18% Financial Advisory
11% Budget Management
9% Retirement
19% Other
Service Focus
19% Financial Planning
24% Asset Management
18% Financial Advisory
11% Budget Management
9% Retirement
19% Other
Chris Reddick Financial Planning, LLC is a US based Financial Planner agency - which specialize in Investment Management And Retirement Planning, Comprehensive Financial Planning, College Planning and Student Loans.

Brent Forrest & Associates

Service Focus
2% Financial Planning
3% Asset Management
31% Financial Advisory
16% Budget Management
22% Retirement
26% Other
Service Focus
2% Financial Planning
3% Asset Management
31% Financial Advisory
16% Budget Management
22% Retirement
26% Other
Brent Forrest & Associates, LLC is a US based Financial Planner agency - which specialize in individuals and families to provide an exceptional investment management and retirement planning experience.

The Evergreen Group

Service Focus
21% Financial Planning
14% Asset Management
18% Financial Advisory
30% Budget Management
14% Retirement
3% Other
Service Focus
21% Financial Planning
14% Asset Management
18% Financial Advisory
30% Budget Management
14% Retirement
3% Other
The Evergreen Group is a US based Financial Planner agency - which specialize in RBC WealthPlan, College savings plans, Long-term care.

Strategic Financial Concepts

Service Focus
20% Financial Planning
27% Asset Management
11% Financial Advisory
6% Budget Management
21% Retirement
15% Other
Service Focus
20% Financial Planning
27% Asset Management
11% Financial Advisory
6% Budget Management
21% Retirement
15% Other
Strategic Financial is a US based Financial Planner agency - which specialize in Business Planning, Wealth Management, Individual Planning, Asset Protection, We Are Fiduciaries.

Andrew Pyburn

Service Focus
34% Financial Planning
24% Asset Management
0% Financial Advisory
10% Budget Management
6% Retirement
24% Other
Service Focus
34% Financial Planning
24% Asset Management
0% Financial Advisory
10% Budget Management
6% Retirement
24% Other
Andrewpyburn is a US based Financial Planner agency - which specialize in Investments, Financial Planning, Insurance,

Aspect Wealth

Service Focus
5% Financial Planning
13% Asset Management
3% Financial Advisory
24% Budget Management
21% Retirement
34% Other
Service Focus
5% Financial Planning
13% Asset Management
3% Financial Advisory
24% Budget Management
21% Retirement
34% Other
Aspect wealth is a US based Financial Planner agency - which specialize in Investment Management, Retirement Planning, Risk Management, Estate Planning, Tax Planning, Business Planning.

Ryan Elkins

Service Focus
13% Financial Planning
19% Asset Management
19% Financial Advisory
22% Budget Management
14% Retirement
13% Other
Service Focus
13% Financial Planning
19% Asset Management
19% Financial Advisory
22% Budget Management
14% Retirement
13% Other
RYAN Elkins is a US based Financial Planner agency - which specialize in Integrated Financial Planning, Cash Management, Retirement, Survivor and Asset Protection, Investments, Estate Plan Coordination.

BridgeNorth Wealth Advisors

Service Focus
27% Financial Planning
11% Asset Management
9% Financial Advisory
5% Budget Management
42% Retirement
6% Other
Service Focus
27% Financial Planning
11% Asset Management
9% Financial Advisory
5% Budget Management
42% Retirement
6% Other
BridgeNorth Wealth Advisors is a US based Financial Planner agency - which specialize in financial goals, Market insights, Personalized advice.

Retire With Jim Hanna Wealth Advisors

Service Focus
3% Financial Planning
22% Asset Management
26% Financial Advisory
24% Budget Management
7% Retirement
19% Other
Service Focus
3% Financial Planning
22% Asset Management
26% Financial Advisory
24% Budget Management
7% Retirement
19% Other
RETIRE WELL is a US based Financial Planner agency - which specialize in Retirement Income Strategies, Investment Management, Asset Protection, Life Insurance.

Perspective Wealth Partners of Raymond James

Service Focus
23% Financial Planning
5% Asset Management
14% Financial Advisory
20% Budget Management
22% Retirement
17% Other
Service Focus
23% Financial Planning
5% Asset Management
14% Financial Advisory
20% Budget Management
22% Retirement
17% Other
Perspective is a US based Financial Planner agency - which specialize in Financial Planning, Investment Strategies, Longevity Planning, Retirement Planning

S. Harris Financial

Service Focus
15% Financial Planning
9% Asset Management
15% Financial Advisory
23% Budget Management
21% Retirement
16% Other
Service Focus
15% Financial Planning
9% Asset Management
15% Financial Advisory
23% Budget Management
21% Retirement
16% Other
S.Harris Financial Group is a US based Financial Planner agency - which specialize in Financial Planning, Investment Management, Divorce Financial Analysis, Business Solutions, Second Opinion Service.