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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.

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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.

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

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

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Quotient Wealth Partners

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

Additional Information:

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    Fidelity Investments

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Scott Thompson

Clipper Wealth Management, LLC
CFP®
Scott Thompson, a financial fiduciary, provides financial services to clients in the San Antonio, Texas area. Scott holds a CFP® certification. Scott has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Spencer Crow

Edelman Financial Engines, LLC
CFP®, RICP®, ChFC®, CRPC
Spencer Crow, a financial fiduciary, provides financial services to clients in the San Antonio, Texas area. Spencer holds a CFP®, RICP®, ChFC®, CRPC certification. Spencer has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

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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 15 years of experience.

Additional Information:

Years of Experience:
15 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
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Kay Russell

Edelman Financial Engines, LLC
AAMS®
Kay Russell, a financial fiduciary, provides financial services to clients in the Austin, Texas area. Kay holds a AAMS® certification. Kay has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Based

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

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