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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 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 registration checks. 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 12, 2025San Antonio has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 44 non-vetted advisors in your local area. These retirement advisors in San Antonio, Texas have an average of 16 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
VERIFIEDScott Portlock
CFP®, CLU®
Global Wealth Advisors
Qualifications
CRD# 2639917
Firm CRD# 8032
Series 7, 63, 65
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
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
VERIFIEDQualifications
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 | 15935 La Cantera Pkwy, San Antonio, TX, 78256 | $151,257,095,924 | 2923 | 481 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 9830 Colonnade Blvd., Suite 600 San Antonio, TX, 78230 | $18,545,478,538 | 37 | 304 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 3 | 250 W. Nottingham, Suite 300 San Antonio, TX, 78209 | $5,218,567,363 | 1757 | 36 | A percentage of AUM, Fixed fees |
| 4 | 111 West Houston Street, 10th Floor San Antonio, TX, 78205 | $4,938,176,872 | 11 | 30 | A percentage of AUM, Other (PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES) |
| 5 | 1903 San Pedro Avenue, San Antonio, TX, 78212 | $3,548,387,419 | 117 | 13 | A percentage of AUM, Fixed fees, Performance Based, Other (EXPENSES PAID BY CLIENTS/REFERRAL FEES) |
| 6 | 4114 Pond Hill, Suite 201 San Antonio, TX, 78231 | $3,475,405,550 | 908 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 111 West Houston Street, San Antonio, TX, 78205 | $2,737,039,224 | 2792 | 166 | A percentage of AUM |
| 8 | 777 E. Sonterra Blvd., Suite 330, San Antonio, TX, 78258 | $1,975,563,403 | 4687 | 27 | A percentage of AUM, Fixed fees |
| 9 | 1900 Broadway, Suite 900 San Antonio, TX, 78215 | $1,870,769,779 | 809 | 12 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (CONSULTING FEES) |
| 10 | 7900 Callaghan Road, San Antonio, TX, 78229 | $1,562,478,832 | 9 | 24 | A percentage of AUM, Performance Based |
| 11 | 9601 Mcallister Fwy, Suite 301, San Antonio, TX, 78216-4633 | $1,459,244,992 | 10 | 1 | A percentage of AUM, Fixed fees |
| 12 | 17806 Ih 10, Suite 300 San Antonio, TX, 78257 | $1,304,240,181 | 4 | 5 | A percentage of AUM |
| 13 | 901 Ne Loop 410, Suite 100 San Antonio, TX, 78209 | $987,555,105 | 4631 | 35 | A percentage of AUM, Hourly charges, Fixed fees, Other (RETAINER FEES) |
| 14 | 19100 Ridgewood Parkway, Suite 1200 San Antonio, TX, 78259 | $744,667,515 | 2 | 4 | Performance Based |
| 15 | 8 Dominion Drive Bldg 100-103, San Antonio, TX, 78257 | $653,563,110 | 4115 | 29 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in San Antonio, Texas
QualificationsFirm CRD# 106189
Assets Under Management $151,257,095,924
No. Of Clients2923
Clients Per Financial Advisor6
VICTORY CAPITAL MANAGEMENT INC. is a financial advisory firm situated in San Antonio, Texas. With a nearly $151B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2923 clients. The team consists of 481 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (MODEL PORTFOLIOS)
QualificationsFirm CRD# 316030
Assets Under Management $18,545,478,538
No. Of Clients37
Clients Per Financial Advisor0
AFFINIUS CAPITAL is a financial advisory firm situated in San Antonio, Texas. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 304 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 vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 145594
Assets Under Management $5,218,567,363
No. Of Clients1757
Clients Per Financial Advisor49
SENDERO WEALTH MANAGEMENT, LLC is a financial advisory firm situated in San Antonio, Texas. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1757 clients. The team consists of 36 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 146148
Assets Under Management $4,938,176,872
No. Of Clients11
Clients Per Financial Advisor0
FROST INVESTMENT ADVISORS, LLC is a financial advisory firm situated in San Antonio, Texas. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 139162
Assets Under Management $3,548,387,419
No. Of Clients117
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 117 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 and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 122290
Assets Under Management $3,475,405,550
No. Of Clients908
Clients Per Financial Advisor83
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 908 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 and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 286129
Assets Under Management $2,737,039,224
No. Of Clients2792
Clients Per Financial Advisor17
FROST INVESTMENT SERVICES 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 2792 clients. The team consists of 166 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 323567
Assets Under Management $1,975,563,403
No. Of Clients4687
Clients Per Financial Advisor174
TITLEIST ASSET MANAGEMENT, LLC 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 4687 clients. The team consists of 27 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 175346
Assets Under Management $1,870,769,779
No. Of Clients809
Clients Per Financial Advisor67
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 809 clients. The team consists of 12 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 111097
Assets Under Management $1,562,478,832
No. Of Clients9
Clients Per Financial Advisor0
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 9 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 companies
QualificationsFirm CRD# 142570
Assets Under Management $1,459,244,992
No. Of Clients10
Clients Per Financial Advisor10
FINSER INVESTMENT ADVISOR 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 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 businesses or institutional clients
QualificationsFirm CRD# 140054
Assets Under Management $1,304,240,181
No. Of Clients4
Clients Per Financial Advisor1
APPLIED FINANCE ADVISORS, 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 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 companies
QualificationsFirm CRD# 141849
Assets Under Management $987,555,105
No. Of Clients4631
Clients Per Financial Advisor132
STRATEGIC FINANCIAL CONCEPTS, 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 4631 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (GENERAL CONSULTING AND BUSINESS PLANNING SERVICES)
QualificationsFirm CRD# 115197
Assets Under Management $744,667,515
No. Of Clients2
Clients Per Financial Advisor1
BIGLARI CAPITAL CORP. is a financial advisory firm situated in San Antonio, Texas. With a nearly $745M 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 vehicles
QualificationsFirm CRD# 165237
Assets Under Management $653,563,110
No. Of Clients4115
Clients Per Financial Advisor142
TEAMWORK FINANCIAL ADVISORS, LLC is a financial advisory firm situated in San Antonio, Texas. With a nearly $654M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4115 clients. The team consists of 29 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.