Financial Advisors in San Antonio, Texas (Bexar County)

John Eaton, CFP, CRPS
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);We are a comprehensive fee-only wealth management firm offering a personalized custom solution tailored to your individual situation. We utilize a team approach that includes expertise in all areas of financial planning and investment management. Your wealth management team will include a financial planner as well as a portfolio manager. We have extensive experience in insurance, retirement planning, and portfolio analysis and construction. We are locally owned and operated with clients throughout the United States. Most importantly, our clients are greeted and known personally, not by an account number.... See More

Christopher Baum, CFP
Palermo Wealth Management offers personalized financial planning and ongoing asset management. There are no account minimums, as we believe that everyone has the right to professional and affordable advice regardless of their net worth or investable assets. Who we work with Pre-Retirees and Immediate Retirees: Unfortunately pre-retirees and retirees are often targeted by the ‘sales guys.' They get bombarded with annuities, permanent insurance, and other commission based products that do not fit their needs or benefit them as much as they are lead to believe. As a result, it requires great attention to detail to prevent harmful products and bad advice that may ruin thirty or more years of hard earned money. Tell us about your situation during a free “Get Acquainted” Meeting and we can show you how our systems and processes meet your needs. Young and Saving Professionals: Setting good habits early in life provides the opportunity for more options, greater financial freedom, and best of all, peace of mind. Young professionals can face the obstacle of finding a fee-only financial planner due to the lack of a large investment account. With actionable systems and programs, we provide a place for young professionals to get advice that is tailored to their situation with no minimums and no product pushing. As a result of our structure you can remove financial doubts, establish a trusting relationship, and move towards your goals with greater clarity and peace of mind. Palermo Wealth Management offers a no-obligation "Get Acquainted" Meeting. Discover for yourself if our services are right for you. Please call or email to schedule your free, initial meeting.... See More

Spencer Crow, AAMS, AWMA, CFP, CFS, CRPC, MSFP
Financial Engines is America's largest independent registered investment advisor (RIA) with over $140B under management. We help people achieve greater financial clarity by providing comprehensive, goals- based financial planning and professional investment management and advice. Headquartered in Sunnyvale, CA, Financial Engines was co-founded in 1996 by Nobel Prize-winning economist William F. Sharpe. We currently offer financial help to more than nine million people across over 700 companies (including 146 of the Fortune 500). Our unique approach, combined with powerful online services, dedicated advisors and personal attention, promotes greater financial wellness and helps more Americans to meet their financial goals. Our investment advisors develop personalized investment plans based on each person's unique situation and financial goals. Plus, they accept no incentives, commissions or benefits from fund companies, so the advice is always objective. As an SEC Registered Investment Advisor, our advisors are held to the fiduciary standard. The fiduciary standard of care requires that a financial adviser act solely in the client's best interest when offering personalized financial advice. Our national radio show, Investing Sense™, every weekend in 60+ markets around the country. Investing Sense™ is also available anytime online at https://www.InvestingSense.com. Every Saturday, Investing Sense hosts Andy Smith and Bob Richards each bring a different perspective as they talk about the financial and retirement topics that are on your mind - whether it's your 401(k), managing investments and taxes for your IRA, dealing with market ups and downs or bouncing back from life's curveballs.
https://financialengines.com/... See More

Summit Wealth Management operates on a fee-only basis. We do not sell any investment or insurance products and we do not receive commissions for products that are recommended. The fee-only approach to wealth management means you receive impartial, objective advice to eliminate potential conflicts of interest.

In addition, we acknowledge a fiduciary responsibility to you, the client, and as such, we pledge to place your needs first in all that we do.

I am one of a few NAPFA registered financial advisors in San Antonio and South Texas.... See More

Robert Morrison, CFP, CPA/PFS
Downing Street Wealth Management is known for a comprehensive approach to financial planning and advice. We take pride in putting clients’ interests first—building a thorough understanding of your financial situation and goals and creating a clear roadmap to your financial future. We invest heavily in best-in-class research, technology and financial planning software so that we can provide the best possible advice. And we never accept sales commissions, a practice that allows us to serve clients without any bias or hidden agenda whatsoever. At the heart of our approach is customized, comprehensive financial planning. We believe that an astutely crafted plan—carefully updated over the years—gives clients the best opportunity to meet their goals, from paying for college and supporting charities to retiring well and passing the maximum amount of your assets to loved ones.We believe Downing Street’s deep expertise in tax matters is an important part of our unique service offering. As CPAs, we are experts in estate tax and income tax. Most financial planners are not qualified or allowed under ethics rules to provide any but the most rudimentary tax guidance. Yet taxes are the largest expense that a typical individual or family pays each year. Through careful tax planning, we are often able to significantly improve clients’ financial results. Ask about our Tax Planning Blueprint. Investing wisely is a key part of executing a financial plan, and Downing Street employs a disciplined investment philosophy of buying quality stocks and holding them over long periods. Many individual investors make emotional investment decisions, buying and selling to an extent that typically ends up harming their overall performance. At Downing Street, we help provide the discipline that enables you to stay the course. Our approach includes building inves... See More

R. Douglas Pauley, AIF, BS, CFP, MBA
Pauley Financial is a Registered Investment Advisor with offices in the Austin, San Antonio,and Dallas-Fort Worth areas. Our business: Help people make important life choices. We provide objective, integrated planning solutions for people looking to simplify their lives, make informed financial choices, and leave lasting legacies. Our approach: We seek to be our clients' "most trusted advisor," integrating a customized investment plan to our clients' estate, tax, and insurance plans. To that end, we take a proactive role in helping clients plan for and address issues before they arise; as well as standing ready to assist when issues surface - be they small or large.... See More

Hi, I'm Angel Escobedo CFP®- Partner and Fee-only Financial Advisor at Capasso Planning Partners.

I have worked in the financial services industry since January 2018 after attaining a Bachelor of Science Degree in Personal Financial Planning from Texas Tech University. My primary goal as a financial planner is to help my clients light a financial path to dignity, awareness, hope, and a worry-free life. My experience working with both large broker-dealers and small family offices has allowed me to create a financial planning experience that is both personal and actionable, allowing the client to achieve complete financial peace of mind.

I am an active volunteer in VITA, a nonprofit program that helps low-income individuals get their taxes filed free of charge. Being involved in this program to help give back to the community is something I take pride in.

I enjoy being active and trying out new locally-owned restaurants, breweries, theaters, and other local businesses in my free time.

I've been a numbers guy my whole life, so I like percentages; here are some about me: I am part of the 5.4% of advisors under the age of 30, part of the 3.5% of Black/Latino CFPs in the country, part of the 1% of CFP advisors that speak Spanish, and most importantly I have a 95% client retention rate over the span of my career.... See More

ATX Portfolio Advisors ® is an independent Fee-Only (When You're Up) Investment Advisor based in Austin, TX. We work with clients both on Assets Under Management (AUM) and Hourly engagements.

At Stone Asset Management, we believe an effective financial advisor relationship is built on a commitment to personal attention.

We are an independent, fee only Registered Investment Advisor firm.

Our mission is to provide you with sensible and unbiased investment and financial planning solutions with the interests of our clients always first.

We will assist you in prioritizing and quantifying your goals, setting realistic expectations and implementing a disciplined and prudent investment and savings strategy.... See More

Brandon Parkhurst, CDFA, CFP, CPA/PFS
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Our mission at Parkhurst Consulting is to provide our clients with the very best in Financial Planning Services and solutions that lead them to financial independence. We will make a positive difference in other people's lives and to help them achieve their life's ambitions. We will serve our client's as their Financial Advisor, Consultant, Teacher, Coach and Confidant, and develop relationships with them that will last a lifetime.At Parkhurst Consulting, we are Fee Only Financial Planners offering comprehensive planning services to individuals. We receive no third-party commissions, removing conflicts of interest that may influence an advisor’s recommendation. We work solely for our clients, empowering them to make the best financial decisions possible. We are committed to building long-term client relationships, serving as your Personal Financial Manager. You may have had previous experiences with consultants, advisors, or planners that provided advice but lacked the commitment to implement and service your financial plan through the years. At Parkhurst Consulting, we provide unique financial strategies with the discipline to assist you in the ongoing management of your financial plan. In addition, we are Certified Public Accountants that understand the technical implications and strategies related to the implementation of your financial plan and not just the big picture.... See More

We provide customized wealth management including investment management and charitable giving expertise that helps simplify our clients’ complex financial situations. We understand the needs of entrepreneurs who are considering selling their businesses or have already sold their business, and we help them plan for financial independence. Because many of our clients haven’t managed their finances for quite a while as they’ve built up their businesses, we provide guidance, education and expertise. Our clients feel informed, confident, and reassured as they enter the next phase of their lives.... See More

Carleton McHenry, CFP

McHenry Capital is an independent, boutique, fee-only retirement planning firm that focuses exclusively on individuals who are contemplating, on the verge of, or who've just recently retired. We help Baby Boomers retire more comfortably by instilling in them greater confidence, certainty, and peace of mind that they can't achieve on their own. Our firm brings a wealth of experience in helping the successful, affluent Baby Boomer seeking success in the next phase of their life - their retirement. For more information, please contact us at or visit us on the web at www.mchenrycapital.com as well as www.carletonmchenry.com




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Scott Hamilton, CFP, MBA
Scott Hamilton is a Fee-Only financial planner with offices in Austin, Houston, and Harlingen, TX. Hamilton Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Scott Hamilton is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.... See More

Bill Parrott, CFP
Parrott Wealth Management is an independent, fee-only, fiduciary financial planning and investment management firm located in Austin, TX and we provide personalized advice to families and individuals interested in a purposeful retirement. Parrott Wealth Management specializes in investment management, financial planning and retirement planning. Why Parrott Wealth Management? Faith, facts, follow-up and fees. Faith. I put my trust and faith in Christianity and know God is in control of our plans. Facts. My investment philosophy is based on financial science from the research and findings of Nobel Laureates, acedemics and industry titans. Follow Up. I have a servant's heart and believe in constant contact with an open line of communication with my clients. Fees. I'm a fee only advisor with a simple and clear fee structure. My fees are about half the industry standard allowing you to keep more of what you earn. May He give you the desire of your heart and make all your plans succeed. ~ Psalm 20:4 Plan. Invest. Repeat.™... See More

Gap Financial was established to give everyday people access to what is normally reserved for the ultra wealthy. We believe everyone deserves access to an innovative balance of institutional investment options and unbiased planning advice. We value objectivity, integrity and transparency. So we act as a fiduciary, providing independent investment management and fee-only financial planning tailored to the individual needs of all phases of life. We create personalized investment solutions, with a disciplined process to select, monitor, and adjust your investments so your plan stays on track despite life's ups and downs.... See More