Best Financial Advisors in San Antonio

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
1,400+
Advisors
4.8/5.0
Average Rating

San Antonio Financial Landscape

San Antonio's economy is driven by healthcare, tourism, and military sectors. The city is experiencing steady growth, attracting new businesses and residents.

Major industries
Healthcare, Tourism, Military
Population
1.4M (metro: 2.5M)
Median household income
$58,000
Unique needs
San Antonio requires tailored financial strategies due to its diverse economy and unique demographic profile.
Market Insights
Economic Growth
According to BEA (2023), San Antonio's GDP growth is projected at 3.2%, driven by healthcare and tourism sectors.
Wealth Demographics
According to Census (2023), the median household income in San Antonio is approximately $58,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in San Antonio are increasingly specializing in retirement planning and wealth management.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in San Antonio is 10% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), San Antonio's housing market is competitive, with home prices rising 8% year-over-year, raising bubble concerns.
Business Environment
According to Fortune (2024), San Antonio's business climate is favorable, with incentives for startups and established firms alike.

Top 5 Financial Advisors in San Antonio

Wela Financial Advisory
★ ★ ★ ★ ★ 5
Stone Oak Wealth Management, LLC
★ ★ ★ ★ ★ 5
Avid Wealth Partners
★ ★ ★ ★ ★ 5
Platinum Wealth Solutions of Texas, LLC
★ ★ ★ ★ ★ 5
Joseph D Warren, Financial Planner
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in San Antonio, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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San Antonio-Specific Expertise
For San Antonio residents working in Healthcare, Tourism, Military, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
San Antonio's heavy reliance on tourism and military sectors poses economic risks. Real estate may face bubble concerns; diversify investments. Prepare for flooding and heat-related issues.

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