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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 - October 7, 2024San Antonio has 6 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
VERIFIEDDavid 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
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
VERIFIEDScott 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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDBenjamin Hooper
CFP®, CIMA®, RICP®, CLU®, ChFC®
Comal Wealth Management
Qualifications
CRD# 5679845
Firm CRD# 309352
Minimum Assets Required
$250,000
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.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in San Antonio, Texas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy, San Antonio, TX, 78256 | $140,836,403,633 | 3419 | 510 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | AFFINIUS CAPITAL 9830 Colonnade Blvd., Suite 600 San Antonio, TX, 78230 | $19,889,331,309 | 37 | 307 | 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 | $3,926,223,849 | 1517 | 37 | A Percentage of AUM, Fixed Fees |
| 4 | FROST INVESTMENT ADVISORS, LLC 111 West Houston Street, 10th Floor San Antonio, TX, 78205 | $3,909,983,960 | 15 | 30 | 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 | $3,873,391,579 | 114 | 13 | 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 | $3,226,282,803 | 898 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | FROST INVESTMENT SERVICES 111 West Houston Street, San Antonio, TX, 78205 | $2,408,896,769 | 2897 | 105 | A Percentage of AUM |
| 8 | U.S. GLOBAL INVESTORS, INC. 7900 Callaghan Road, San Antonio, TX, 78229 | $2,370,216,554 | 12 | 24 | A Percentage of AUM, Performance Based |
| 9 | FINSER INVESTMENT ADVISOR 9601 Mcallister Fwy, Suite 301, San Antonio, TX, 78216-4633 | $1,642,694,287 | 10 | 1 | A Percentage of AUM, Fixed Fees |
| 10 | 1900 WEALTH 1900 Broadway, Suite 900 San Antonio, TX, 78215 | $1,559,746,351 | 728 | 9 | 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 | $960,498,129 | 4095 | 32 | A Percentage of AUM, Fixed Fees, Commission Based |
| 12 | TPB WEALTH ADVISORS, LLC 1900 Nw Loop 410, Suite 250 San Antonio, TX, 78213 | $844,792,764 | 377 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | STRATEGIC FINANCIAL CONCEPTS, LLC 901 Ne Loop 410, Suite 100 San Antonio, TX, 78209 | $811,032,601 | 4470 | 35 | 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 | $761,965,787 | 4 | 5 | A Percentage of AUM |
| 15 | BIGLARI CAPITAL CORP. 19100 Ridgewood Parkway, Suite 1200 San Antonio, TX, 78259 | $615,903,845 | 2 | 4 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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