10 Best San Antonio Financial Advisors For Your Financial Needs

San Antonio Financial Advisor: Featured Image

Investing and managing personal finances can be intimidating and overwhelming, but we all must do it whether we like it or not. That is where financial advisors come in. Financial advisors can help you understand and find solutions to any financial issues you face. However, looking for a San Antonio financial advisor may become tricky because there are way too many to choose from.

Not to worry. This article will provide you with the top ten San Antonio financial advisors you can trust based on our thorough research!

Top 10 San Antonio Financial Advisors Just For You!

1. Teamwork Financial Advisors, LLC

San Antonio Financial Advisor : Teamwork Financial Advisors, LLC Logo
Teamwork Financial Advisors Team Picture
ServicesFinancial planning services and portfolio management
Location 8 Dominion Dr bldg 100 Ste 103, San Antonio, TX 78257, United States
Operation HoursMonday – Thursday (8.30 AM – 5.00 PM), Friday (8.30 AM – 4.00 PM), Saturday – Sunday (Closed)
Phone+1 210-687-1333
Email[email protected]

Teamwork Financial Advisors was established in 2012 and has been a highly-recommended firm ever since their establishment. This fee-only law firm primarily serves high-net-worth individuals in Texas.

Teamwork Financial Advisors also serves clients needing advice on pensions, profit-sharing plans, trusts, estates, and more. In addition, they also provide services in financial planning and portfolio management. These services, combined with their affordable fees, make them a very reliable and trustworthy firm.

2. PAX Financial Group

San Antonio Financial Advisor : PAX Financial Group Logo
PAX Financial Group Team Picture
ServicesFinancial planning services, investment & portfolio management, educational seminars/workshops, and tax planning
Location270 N Loop 1604 E Suite 200, San Antonio, TX 78232, United States
Operation HoursMonday – Friday (8.30 AM – 4.30 PM), Saturday – Sunday (Closed)
Phone+1 210-881-5700
Email[email protected]

PAX Financial Group is a fee-based advisor that provides a multitude of services for its clients in San Antonio. Established in 2007, they have worked primarily with non-high-net-worth individuals in and around Texas.

PAX Financial Group has multiple financial advisors, including certified financial planners, investment agents, and financial consultants. Their services include investment management, retirement needs analysis, tax planning, and more.

3. Brent Forrest & Associates, LLC

San Antonio Financial Advisor : Brent Forrest & Associates, LLC Logo
Brent Forrest & Associates Website Post
ServicesFinancial planning services, retirement planning, life insurance needs, and portfolio management
Location366 W Sunset Rd Building 4, San Antonio, TX 78209, United States
Operation HoursMonday – Thursday (7.30 AM – 4.00 PM), Friday (7.30 AM – 3.00 PM), Saturday – Sunday (Closed)
Phone+1 210-530-9599

Brent Forrest & Associates is a small firm with limited staff that includes two certified financial planners. However, they have been paid by many clients to aid them with their financial needs, which has garnered many positive reviews on their website.

Brent Forrest & Associates is also a fee-based firm for individuals and families in need. The firm provides services in retirement planning, estate planning, life insurance needs, and more.

With exceptional reviews and recommendations from websites like SafeAssets, the firm has been acclaimed as being fiduciary and always prioritizing the client’s best interest.

4. Financial Life Advisors

San Antonio Financial Advisor : Financial Life Advisors Logo
Financial Life Advisors Headquarters In San Antonio
ServicesFinancial planning services, portfolio management, pension consulting services, estate planning, and risk management
Operation HoursMonday – Friday (9.00 AM – 4.30 PM), Saturday – Sunday (Closed)
Location14607 San Pedro Ave #190, San Antonio, TX 78232, United States
Phone+1 210-918-8998
Email[email protected]

Financial Life Advisors is among the top ten ranked firms in San Antonio. With a wide range of clients, they are known for their reliable services, strict fiduciary duty, and great work ethic. Besides, it has an experienced team of advisors ranging from certified financial planners to chartered financial analysts.

Since 2003, Financial Life Advisors have worked hard to build themselves up in the industry. The firm has since offered many services, including education funding, risk management, estate planning, retirement planning, and more.

5. Texas Legacy Wealth Management

San Antonio Financial Advisor : Texas Legacy Wealth Management Logo
Texas Legacy Wealth Management Facebook Post
ServicesFinancial planning services, portfolio management, asset management, and comprehensive financial planning
Location40 NorthEast Interstate 410 Loop # 644, San Antonio, TX 78216, United States
Operation HoursMonday – Friday (8.00 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 210-541-8600
Email[email protected]

Texas Legacy Wealth Management has been rated as one of the top-rated wealth management companies in Texas. Established in 2003, they have offered their services to high-net-worth individuals, charitable organizations, and businesses.

Texas Legacy Wealth Management has several qualified financial advisors, including four certified financial planners and two chartered financial analysts. They are a fee-based financial firm in San Antonio that accepts commissions for selling securities and insurance products.

On top of that, they also have services in asset management, comprehensive financial planning, and more to help you maneuver through financial perplexity.

6. Strategic Financial Concepts

San Antonio Financial Advisor : Strategic Financial Concepts Logo
Strategic Financial Concepts Team Picture
ServicesFinancial planning, retirement planning, life insurance protection, investment strategies, and business continuation planning
Location6800 Park Ten Blvd, San Antonio, TX 78213, United States
Operation HoursMonday – Friday (8.00 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 210-737-7800
Email[email protected]

Strategic Financial Concepts is a San Antonio financial firm that aims to provide businesses with wealth management and asset protection. Strategic Financial Concepts offers independent financial planning and consulting services as well.

The firm’s most unique aspect is its wide range of business services, from entity planning to CFO training. Their team of professionals also offers a selection of services to help your business and ensure better value for your corporation.

7. Sendero Wealth Management

San Antonio Financial Advisor : Sendero Wealth Management Logo
Sender Wealth Management Team Picture
ServicesFinancial planning, portfolio management, and educational seminars
Location250 W Nottingham Dr #300, San Antonio, TX 78209, United States
Operation HoursMonday – Friday (8.30 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 210-805-0171
Email[email protected]

Sendero Wealth Management is a top-rated financial advisor in San Antonio that uses award-winning financial tools to satisfy its client’s financial needs. Sendero Wealth Management also has a wide range of extremely qualified advisors in various financial services.

Sendero Wealth Management prioritizes services in portfolio management, financial planning, and educational seminars. They also allow you to freely track and manage your financial status while working with them. They serve clients ranging from high-net-worth individuals to families and endowments.

8. SWBC Investment Company

San Antonio Financial Advisor : SWBC Investment Company Logo
SWBC Investment Company Compound
ServicesFinancial planning services, portfolio management, and pension consulting services
Location9311 San Pedro Ave Ste 1040, San Antonio, TX 78216, United States
Operation HoursMonday – Friday (8.00 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 866-884-2605
Email[email protected]

SWBC Investment Company is a financial advisor based in San Antonio, serving as a business financial planner and providing pension solutions. SWBC also provides investment plans and solutions concerning pensions, profit-sharing plans, and charities.

Furthermore, a minimum portfolio is not required, so it is very easy to start working with SWBC. If you are searching for a one-stop shop for business management, SWBC might be your financial advisor.

9. Edelman Financial Engines

San Antonio Financial Advisor : Edelman Financial Engines Logo
Edelman Financial Engines Lobby Sign
ServicesFinancial and retirement planning, investment management, insurance guidance, tax and estate planning
Location19026 Ridgewood Pkwy Suite 316, San Antonio, TX 78259, United States
Operation HoursMonday – Friday (8.30 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 833-752-6333
Email[email protected]

Edelman Financial Engines Advisor Center is a San Antonio-based company that serves a large part of Texas. With a team of experienced financial planners, they can tend to your financial needs quickly and seamlessly.

Edelman Financial Engines Advisor offers services to citizens all over Texas Hill Country, including New Braunfels, Boerne, and more. As one of the top wealth management firms in the United States, they can help you with retirement planning, tax strategies, and more.

10. Martin Capital Advisors, LLP

San Antonio Financial Advisor : martin Capital Advisors, LLP Logo
Martin Capital Advisors Website Post
ServicesFinancial planning and portfolio management
Location1100 NE Interstate 410 Loop #300, San Antonio, TX 78209, United States
Operation HoursMonday – Friday (8.30 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 210-694-2100

Martin Capital Advisors is a fee-only financial firm that serves clients ranging from high-net-worth individuals to businesses and pensions. However, as they are a fee-only firm, they may charge hourly assets and fixed fees but not commissions.

Martin Capitol Advisors has a sizable team of professionals, including two chartered financial analysts, one certified public accountant, and one certified financial planner. Although they have a small group, they are still one of the most highly-ranked companies in Texas.

Get Started on A Bright Future with These San Antonio Financial Advisors!

Working through piles and piles of paper and accounts to manage your finances can be tiring. Why do that when you can just hire a financial advisor? They can provide better solutions and methods to overcome your financial issues. At the same time, you work to build your company and business faster without worrying about your wealth management.

So what are you waiting for? Contact any of these ten San Antonio financial advisors right now and find the one that suits you and your business!

Are you looking for help to expand your business into the digital world? Check out our article on the 10 Best IT Consultants In Houston, TX, For A Reliable IT Solution to boost your business now!

FAQs about San Antonio Financial Advisor

When is the ideal time to look for a financial advisor?

It is ideal to look for one when your financial situation starts becoming more complicated and confusing. It may happen when you obtain an inheritance from your parents or an increase in your retirement funds, as the increase in your wealth can become slightly more tricky.

What should I be looking for in a financial advisor?

When searching for a financial advisor, it is best to look at their credentials and experience in the field. This practice will help you make a better-informed choice on whether the advisor is the right one for your financial needs.

Is hiring a financial advisor a good idea?

Financial advisors are here to help manage your finance and minimize damage to your financial status. Spending a certain amount of money for a financial advisor to protect your future, your family, or your hard-earned business is always a safer option.

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