Top Ranked
Financial Planners

Why These
Financial Planners?

Last Updated January, 04, 2021

Wimgo uses a multi-phase selection process beginning with a holistic review by our data team to check any red flags or unresolved complaints. It then selects its curated list using its expert review team on five main criteria listed below, assigning them numerical values. Finally, it selected the top 21 Financial Planners for San Antonio, tx.


Reputation

Analysis of all reviews across verifiable platforms to determine overall sentiment.

Expertise

Team experience and knowledge, along with number of years in business.

Service Quality

The quality of service delivered measured by quality, speed, and value.

Consistency

Rate at which the business consistently produce high quality outcomes.

Customer Service

Reputation and quality of customer experience departments.

Top Financial Planners in San Antonio - 2021

Platinum Wealth Solutions

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.

Reputation
4/5
Expertise
5/5
Service Quality
5/5
Consistency
4/5
Customer Service
5/5
4.6
out of 5
4/5 | 34 Reviews

FINANCIAL LIFE ADVISORS

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.

Reputation
5/5
Expertise
4/5
Service Quality
4/5
Consistency
4/5
Customer Service
5/5
4.4
out of 5
4/5 | 26 Reviews

Waddell & Reed

Waddell & Reed is a US based Financial Planner agency – which specialize in financial needs of families, individuals and businesses.

Reputation
5/5
Expertise
5/5
Service Quality
4/5
Consistency
5/5
Customer Service
5/5
4.8
out of 5
4/5 | 37 Reviews

PAX Financial Group

PAX Financial is a US based Financial Planner agency – which specialize in financial assessments, retirement planning, investment management, insurance and practical advice.

Reputation
4/5
Expertise
4/5
Service Quality
3/5
Consistency
4/5
Customer Service
4/5
3.8
out of 5
5/5 | 46 Reviews

Clipper Wealth Management

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.

Reputation
3/5
Expertise
4/5
Service Quality
5/5
Consistency
3/5
Customer Service
3/5
3.6
out of 5
4/5 | 26 Reviews

Texas Legacy Wealth Management

Texas Legacy is a US based Financial Planner agency – which specialize in Investment Management, Financial Planning, Personal Advice.

Reputation
4/5
Expertise
5/5
Service Quality
4/5
Consistency
5/5
Customer Service
3/5
4.2
out of 5
4/5 | 29 Reviews

Teamwork Financial Group

TEAMWORK FINANCIAL GROUP is a US based Financial Planner agency – which specialize in Retirement Income StrategiesWealth Accumulation, Asset Protection, Annuities, Life Insurance.

Reputation
5/5
Expertise
5/5
Service Quality
5/5
Consistency
5/5
Customer Service
3/5
4.6
out of 5
5/5 | 6 Reviews

Texas Financial Advisory

TEXAS FINANCIAL ADVISORY is a US based Financial Planner agency – which specialize in HOLISTIC PLANNING, Tax-efficient retirement.

Reputation
3/5
Expertise
4/5
Service Quality
4/5
Consistency
4/5
Customer Service
3/5
3.6
out of 5
4/5 | 45 Reviews

Chris Reddick Financial Planning

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.

Reputation
5/5
Expertise
4/5
Service Quality
4/5
Consistency
3/5
Customer Service
4/5
4
out of 5
5/5 | 14 Reviews

Brent Forrest & Associates

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.

Reputation
5/5
Expertise
5/5
Service Quality
3/5
Consistency
3/5
Customer Service
5/5
4.2
out of 5
4/5 | 48 Reviews

The Evergreen Group

The Evergreen Group is a US based Financial Planner agency – which specialize in RBC WealthPlan, College savings plans, Long-term care.

Reputation
4/5
Expertise
3/5
Service Quality
3/5
Consistency
3/5
Customer Service
4/5
3.4
out of 5
5/5 | 28 Reviews

Strategic Financial Concepts

Strategic Financial is a US based Financial Planner agency – which specialize in Business Planning, Wealth Management, Individual Planning, Asset Protection, We Are Fiduciaries.

Reputation
4/5
Expertise
4/5
Service Quality
4/5
Consistency
3/5
Customer Service
5/5
4
out of 5
4/5 | 14 Reviews

Andrew Pyburn

Andrewpyburn is a US based Financial Planner agency – which specialize in Investments, Financial Planning, Insurance,

Reputation
4/5
Expertise
3/5
Service Quality
5/5
Consistency
3/5
Customer Service
3/5
3.6
out of 5
5/5 | 43 Reviews

Aspect Wealth

Aspect wealth is a US based Financial Planner agency – which specialize in Investment Management, Retirement Planning, Risk Management, Estate Planning, Tax Planning, Business Planning.

Reputation
3/5
Expertise
5/5
Service Quality
4/5
Consistency
3/5
Customer Service
4/5
3.8
out of 5
4/5 | 47 Reviews

Ryan Elkins

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.

Reputation
4/5
Expertise
4/5
Service Quality
5/5
Consistency
4/5
Customer Service
3/5
4
out of 5
4/5 | 42 Reviews

Mutual Wealth

Mutual wealth is a US based Financial Planner agency – which specialize in Retirement Transition.

Reputation
4/5
Expertise
5/5
Service Quality
4/5
Consistency
3/5
Customer Service
4/5
4
out of 5
5/5 | 31 Reviews

BridgeNorth Wealth Advisors

BridgeNorth Wealth Advisors is a US based Financial Planner agency – which specialize in financial goals, Market insights, Personalized advice.

Reputation
5/5
Expertise
4/5
Service Quality
4/5
Consistency
3/5
Customer Service
4/5
4
out of 5
5/5 | 12 Reviews

Retire With Jim Hanna Wealth Advisors

RETIRE WELL is a US based Financial Planner agency – which specialize in Retirement Income Strategies, Investment Management, Asset Protection, Life Insurance.

Reputation
5/5
Expertise
4/5
Service Quality
3/5
Consistency
3/5
Customer Service
3/5
3.6
out of 5
5/5 | 17 Reviews

Perspective Wealth Partners of Raymond James

Perspective is a US based Financial Planner agency – which specialize in Financial Planning, Investment Strategies, Longevity Planning, Retirement Planning

Reputation
3/5
Expertise
5/5
Service Quality
3/5
Consistency
4/5
Customer Service
4/5
3.8
out of 5
5/5 | 33 Reviews

S. Harris Financial

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.

Reputation
5/5
Expertise
4/5
Service Quality
4/5
Consistency
4/5
Customer Service
4/5
4.2
out of 5
4/5 | 8 Reviews

Arrow Wealth

Arrow Wealth is a US based Financial Planner agency – which specialize in Financial Planning, Investment Management.

Reputation
5/5
Expertise
4/5
Service Quality
3/5
Consistency
5/5
Customer Service
3/5
4
out of 5
4/5 | 2 Reviews

Expert Answers To Common Questions:

  1. What does a financial planner cost?
  2. How much money should you have before getting a financial advisor?
  3. Should my financial advisor be a CFP?
  4. What does it mean if a financial planner is a fiduciary?
  5. Is a financial advisor the same as a financial planner?
  6. What does a financial planner do?
  7. What things should I look for when hiring a financial planner?
  8. Just as with any type of surgical procedure, there is an element of risk associated with hair transplantation. Nevertheless, complications from the surgery associated with hair loss are incredibly rare and typically minimal. Infection and bleeding are minor and infrequent. That being said, you will have to avoid using certain drugs such as aspirin or some herbal supplements or remedies prior to your hair transplant surgery. Should there be any concerns, it is always important to speak to the physician so that your fears can be allayed.
What does a financial planner cost?

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.

How much money should you have before getting a financial advisor?

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.

Should my financial advisor be a CFP?

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.

What does it mean if a financial planner is a fiduciary?

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).
Is a financial advisor the same as a financial planner?

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.

What does a financial planner do?

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.

What things should I look for when hiring a financial planner?

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.

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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?