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Find Top Financial Advisors in San Antonio, Texas
A vibrant and growing city known for its strong economy, affordable housing, and rich cultural heritage, San Antonio, Texas boasts a relatively low cost of living compared to other major U.S. cities, making it an attractive place for families, professionals, and retirees. Whether you're planning for retirement, managing investments, or building long-term wealth, working with a financial advisor in San Antonio can help you navigate your financial journey with confidence.
With over 1500+ financial advisors in San Antonio, finding the right fit for your needs can be challenging. WiserAdvisor simplifies this process by connecting you with vetted professionals, including fiduciary advisors in San Antonio, who act in your best interest. Whether you're seeking expert guidance for retirement planning in San Antonio, comprehensive financial planning, or investment management, we can help you find a suitable match.
For over two decades, we have maintained a trusted directory of fiduciary advisors who meet strict industry standards. Let us help you find a suitable financial advisor in San Antonio to guide you toward your financial goals.
How To Find Trusted Financial Advisors in San Antonio, Texas
San Antonio has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in San Antonio, Texas have an average of 19 years of experience.
NOTE: The list of vetted financial advisors in San Antonio, Texas mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in San Antonio, Texas.
Qualified Financial Advisors in San Antonio, Texas
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 12 Years | $9,600,000 | $300,000 | Fee-Only | |
| 14 Years | Not Specified | $250,000 | Fee-Only | |
| N/A | $500,000,000 | $250,000 | Fee-Based |
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Information on Qualified Financial Advisors in San Antonio, Texas

David graduated with a Bachelor of Science from George Mason University and completed his Certificate in Financial Planning from Boston University's Institute of Finance. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. David served as the 2017 Chairman and 2016 President of the Financial Planning Association (FPA) chapter of San Antonio and South Texas. For over 20 years, David pursued his passion for music as an instrumentalist, conductor and educator. As a professional trombone player, he was a semi-finalist in major orchestra auditions. David's students received scholarships to some of the best conservatories in the world including Juilliard and the New England Conservatories. David enjoys bike riding and swimming. He resides in San Antonio with his wife Ellyn and daughters Sylvia and Emily.


We serve high-net-worth individuals, including retirees, successful professionals, executives, and business owners. We view our client relationships as true partnerships, and as financial fiduciaries, we are committed to putting the interests of our clients first, building lasting partnerships based on trust, transparency, and results.
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