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Find Retirement Advisors for Retirement Planning in San Antonio, Texas

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in San Antonio, Texas

Last Updated - May 23, 2024

San Antonio has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 41 non-vetted advisors in your local area. These retirement advisors in San Antonio, Texas have an average of 15 years of experience.

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List of Qualified Retirement Planning Advisors in San Antonio, Texas

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David Nash
CFP®, CFA®
Magister Wealth

Qualifications
CRD# 5882986
Firm CRD# 170829
Series 65

Minimum Assets Required
$300,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

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

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Quotient Wealth Partners
CPA, CFP®, CFA®

Qualifications
Firm CRD# 326819

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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Scott Thompson
CFP®
Clipper Wealth Management, LLC

Qualifications
CRD# 4414290
Firm CRD# 6413
Series 7, 63, 65, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

advisor-photo
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Kay Russell
AAMS®
Edelman Financial Engines, LLC

Qualifications
CRD# 5606019
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Top 15 Retirement Planning firms in San Antonio, Texas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
VICTORY CAPITAL MANAGEMENT INC.
15935 La Cantera Pkwy,
San Antonio, TX, 78256
$140,836,403,6333419510
A Percentage of AUM, Fixed Fees, Performance Based
2
AFFINIUS CAPITAL
9830 Colonnade Blvd., Suite 600
San Antonio, TX, 78230
$19,889,331,30937307
A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
3
SENDERO WEALTH MANAGEMENT, LLC
250 W. Nottingham, Suite 300
San Antonio, TX, 78209
$3,926,223,849151737
A Percentage of AUM, Fixed Fees
4
FROST INVESTMENT ADVISORS, LLC
111 West Houston Street, 10th Floor
San Antonio, TX, 78205
$3,909,983,9601530
A Percentage of AUM, Other (PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES)
5
S.B. VALUE PARTNERS, L.P.
1903 San Pedro Avenue,
San Antonio, TX, 78212
$3,873,391,57911413
A Percentage of AUM, Fixed Fees, Performance Based, Other (EXPENSES PAID BY CLIENTS/REFERRAL FEES)
6
ALAMO ADVISORS, LP
4114 Pond Hill, Suite 201
San Antonio, TX, 78231
$3,226,282,80389811
A Percentage of AUM, Hourly charges, Fixed Fees
7
FROST INVESTMENT SERVICES
111 West Houston Street,
San Antonio, TX, 78205
$2,408,896,7692897105
A Percentage of AUM
8
U.S. GLOBAL INVESTORS, INC.
7900 Callaghan Road,
San Antonio, TX, 78229
$2,370,216,5541224
A Percentage of AUM, Performance Based
9
FINSER INVESTMENT ADVISOR
9601 Mcallister Fwy, Suite 301,
San Antonio, TX, 78216-4633
$1,642,694,287101
A Percentage of AUM, Fixed Fees
10
1900 WEALTH
1900 Broadway, Suite 900
San Antonio, TX, 78215
$1,559,746,3517289
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (CONSULTING FEES)
11
TITLEIST ASSET MANAGEMENT, LLC
777 E. Sonterra Blvd., Suite 330,
San Antonio, TX, 78258
$960,498,129409532
A Percentage of AUM, Fixed Fees, Commission Based
12
TPB WEALTH ADVISORS, LLC
1900 Nw Loop 410, Suite 250
San Antonio, TX, 78213
$844,792,7643773
A Percentage of AUM, Hourly charges, Fixed Fees
13
STRATEGIC FINANCIAL CONCEPTS, LLC
901 Ne Loop 410, Suite 100
San Antonio, TX, 78209
$811,032,601447035
A Percentage of AUM, Hourly charges, Fixed Fees, Other (RETAINER FEES)
14
APPLIED FINANCE ADVISORS, LLC
17806 Ih 10, Suite 300
San Antonio, TX, 78257
$761,965,78745
A Percentage of AUM
15
BIGLARI CAPITAL CORP.
19100 Ridgewood Parkway, Suite 1200
San Antonio, TX, 78259
$615,903,84524
Performance Based

Information on Top Retirement Planning firms in San Antonio, Texas

QualificationsFirm CRD# 106189

Assets Under Management $140,836,403,633

No. Of Clients3419

Clients Per Financial Advisor7

VICTORY CAPITAL MANAGEMENT INC. is a financial advisory firm situated in San Antonio, Texas. With a nearly $141B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3419 clients. The team consists of 510 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 316030

Assets Under Management $19,889,331,309

No. Of Clients37

Clients Per Financial Advisor0

AFFINIUS CAPITAL is a financial advisory firm situated in San Antonio, Texas. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 307 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (SEE SCHEDULE D - MISCELLANEOUS)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 145594

Assets Under Management $3,926,223,849

No. Of Clients1517

Clients Per Financial Advisor41

SENDERO WEALTH MANAGEMENT, LLC is a financial advisory firm situated in San Antonio, Texas. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1517 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 146148

Assets Under Management $3,909,983,960

No. Of Clients15

Clients Per Financial Advisor1

FROST INVESTMENT ADVISORS, LLC is a financial advisory firm situated in San Antonio, Texas. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 139162

Assets Under Management $3,873,391,579

No. Of Clients114

Clients Per Financial Advisor9

S.B. VALUE PARTNERS, L.P. is a financial advisory firm situated in San Antonio, Texas. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 114 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based
  • Other (EXPENSES PAID BY CLIENTS/REFERRAL FEES)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 122290

Assets Under Management $3,226,282,803

No. Of Clients898

Clients Per Financial Advisor82

ALAMO ADVISORS, LP is a financial advisory firm situated in San Antonio, Texas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 898 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 286129

Assets Under Management $2,408,896,769

No. Of Clients2897

Clients Per Financial Advisor28

FROST INVESTMENT SERVICES is a financial advisory firm situated in San Antonio, Texas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2897 clients. The team consists of 105 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 111097

Assets Under Management $2,370,216,554

No. Of Clients12

Clients Per Financial Advisor1

U.S. GLOBAL INVESTORS, INC. is a financial advisory firm situated in San Antonio, Texas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Investment
View Full Profile

QualificationsFirm CRD# 142570

Assets Under Management $1,642,694,287

No. Of Clients10

Clients Per Financial Advisor10

FINSER INVESTMENT ADVISOR is a financial advisory firm situated in San Antonio, Texas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 175346

Assets Under Management $1,559,746,351

No. Of Clients728

Clients Per Financial Advisor81

1900 WEALTH is a financial advisory firm situated in San Antonio, Texas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 728 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Performance Based
  • Other (CONSULTING FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 323567

Assets Under Management $960,498,129

No. Of Clients4095

Clients Per Financial Advisor128

TITLEIST ASSET MANAGEMENT, LLC is a financial advisory firm situated in San Antonio, Texas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4095 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 150508

Assets Under Management $844,792,764

No. Of Clients377

Clients Per Financial Advisor126

TPB WEALTH ADVISORS, LLC is a financial advisory firm situated in San Antonio, Texas. With a nearly $845M assets under management, the firm specializes in crafting personalized retirement planning solutions for 377 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 141849

Assets Under Management $811,032,601

No. Of Clients4470

Clients Per Financial Advisor128

STRATEGIC FINANCIAL CONCEPTS, LLC is a financial advisory firm situated in San Antonio, Texas. With a nearly $811M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4470 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (RETAINER FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 140054

Assets Under Management $761,965,787

No. Of Clients4

Clients Per Financial Advisor1

APPLIED FINANCE ADVISORS, LLC is a financial advisory firm situated in San Antonio, Texas. With a nearly $762M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Investment
View Full Profile

QualificationsFirm CRD# 115197

Assets Under Management $615,903,845

No. Of Clients2

Clients Per Financial Advisor1

BIGLARI CAPITAL CORP. is a financial advisory firm situated in San Antonio, Texas. With a nearly $616M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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