Best Financial Advisors in San Antonio, TX
8 financial advisors in San Antonio ranked by client ratings and review volume. Average rating: 4.9/5 across 516 reviews.
Advisors Listed
8
Total Client Reviews
516
Average Rating
4.9
Top-Rated Financial Advisors in San Antonio
1
San Antonio Capital Advisors
4.9(267 reviews)
Retirement planningMilitary benefits
Verified via Yelp
2
Alamo City Financial Group
4.8(234 reviews)
Estate planningTrust services
Verified via Yelp
3
Tuyyo Planning Group
5(13 reviews)
Financial planning
Verified via Yelp
4
Edward Jones - Financial Advisor: Gina F Hughes
5(2 reviews)
Financial advisingInvestment management
Verified via Yelp
Expert-Ranked Advisors
These financial advisors appear in professional directories or expert rankings but do not have sufficient public reviews for a star rating.
Matt Bennett, CFP - Quotient Wealth Partners
CFPWealth management
Expert-Ranked
Ramiro Marmolejo, CFP, ChFC - Financial Rubrics
CFPChFCFinancial planning
Expert-Ranked
Creative Planning
Wealth managementFinancial planning
Expert-Ranked
Fisher Investments
Investment management
Expert-Ranked
Frequently Asked Questions
How many financial advisors are listed in San Antonio?
We currently list 8 financial advisors in San Antonio, Texas, sourced from Google, Yelp, and professional directories. These listings have a combined 516 client reviews.
What is the difference between a fiduciary and a non-fiduciary advisor?
A fiduciary financial advisor is legally required to act in your best interest at all times. Non-fiduciary advisors only need to recommend "suitable" investments, which may include products that pay them higher commissions. Always ask if your advisor is a fiduciary.
What does CFP stand for and why does it matter?
CFP stands for Certified Financial Planner. CFPs have completed rigorous education, passed a comprehensive exam, and commit to ethical standards. They must act as fiduciaries when providing financial planning. A CFP designation is one of the strongest credentials in financial planning.
What is a fee-only financial advisor?
Fee-only advisors are compensated solely by the fees their clients pay — not by commissions on products they sell. This structure minimizes conflicts of interest. Fee-only advisors may charge a percentage of assets under management (AUM), flat fees, or hourly rates.
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