Top Rated Financial Advisors in San Antonio, Texas

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in San Antonio, Texas is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in San Antonio, Texas with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in San Antonio, Texas near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

David Nash

Magister Wealth

CFP^®, CFA^®

David Nash, a financial fiduciary, provides financial services to clients in the San Antonio, Texas area. David holds a CFP^®, CFA^® certification. David has over 12 years of experience.

San Antonio, TX

Telephone Advisor

Telephone: 210-251-4993

Visit Advisor Website

http://www.magisterwealth.com/

View Research Report

Additional Information:

Years of Experience:
12 Years

Fee Structure


• Fee-Only
• Hourly
• Flat Fee
• Based on Assets

Asset Requirement: $300,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
View More

Name(s) of Custodian(s):
Pershing LLC (Shareholders Service Group)

Edelman Financial Engines, LLC

Spencer Crow, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the San Antonio, Texas area.

San Antonio, TX

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Benjamin Hooper

Comal Wealth Management

CFP^®, CIMA^®, RICP^®, CLU^®, ChFC^®

Benjamin Hooper, a financial fiduciary, provides financial services to clients in the New Braunfels, Texas area. Benjamin holds a CFP^®, CIMA^®, RICP^®, CLU^®, ChFC^® certification. Benjamin has over 16 years of experience.

New Braunfels, TX

Telephone Advisor

Telephone: 830-500-5100

Visit Advisor Website

https://comalwealth.com/

View Research Report

Additional Information:

Years of Experience:
16 Years

Fee Structure


• Fee-Only
• Flat Fee
• Based on Assets

Asset Requirement: $250,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
View More

Edelman Financial Engines, LLC

Kay Russell, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the Austin, Texas area.

Austin, TX

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.