Financial Advisors in San Marcos, Texas (Hays County)

We are an organization born out of a need to make the financial industry honest. 90% of so-called "advisors" are still commissioned salespeople selling products under the guise of "advice." Our clients receive knowledgeable advice from a holistic standpoint. Our advisors adhere to an oath to serve as your fiduciary.... See More

Eric Rabbanian, CFP, JD, MBA

Kevin O'Shea, BA, CFP, MA

Jennifer Failla, CDFA, CFP, CRPC, MS
As fiduciaries, Strada helps families solve complex family, financial matters around marriage and divorce.

Established on Black Monday, October 19, 1987 by Mark Coffelt. Mark is the Chief Investment Officer and author of the computer programs used to evaluate equity securities. Empiric focuses on a highly structured, quantitative, and empirical (SQE) process to picking stocks. Mark Coffelt received his MBA from the Wharton School at Penn University.... 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

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

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

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

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

Scott Jacobsmeyer, CFP, MBA
Argent Wealth Management, Inc. is a Fee-Only Registered Investment Adviser providing comprehensive Wealth Management, Investment Advisory, and Financial Planning services to clients in Texas and nationwide.Why might Argent Wealth Management, Inc. be the right advisor for you?We are Fee-Only and have a fiduciary duty to our clients.We offer a range of services (from comprehensive to specific) and fee structures (annual, project, and hourly) to meet the varying needs of our clients. We (Scott and Susan) both work with all of our clients. This team approach provides greater depth of analysis and continuity of service. Please see the Advisor links (to the right) for more info about us.We believe the simplest solution that accomplishes the objective is usually best. Unnecessary complexity can be both confusing and detrimental to long term plan success.We invest a lot of time making sure we understand our clients' needs and our clients' understand our recommendations. In doing so we avoid surprises and build trust.We make investment recommendations based on risk tolerance, asset allocation, costs & fees, and tax efficiency (things we can control), not market timing and trying to pick hot stocks / funds (things we can't control). We recommend clients hold their accounts at Vanguard and mostly use index funds to implement their portfolios. We coordinate with our clients' othe... See More