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Financial advisors · Texas

Fee-only financial advisors in San Antonio, TX

From SEC and state Form ADV filingsUpdated 2026-11-07

38 fee-only investment advisers have offices in San Antonio, Texas, according to their Form ADV filings with the SEC and state regulators. 24 offer hourly or flat-fee arrangements, 11 charge only a percentage of the assets they manage, and 25 provide financial planning. 16 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 2 firms report disciplinary history and are listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 38 of 38

Best Invest

16118 Via Shavano Suite 100, San Antonio, TX 78249 · (210) 888-2820

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$296M
Individual clients
651
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

1900 Wealth

1900 Broadway Suite 900, San Antonio, TX 78215 · (210) 736-7770

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$3.1B
Individual clients
454
Advisory staff
20
Registered with
SEC

Profile · Website · SEC record

Wela Financial Advisory

366 W Sunset RD Building 4, San Antonio, TX 78209 · (210) 530-9599

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$657M
Individual clients
437
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Money Managers, Inc.

15303 Huebner RD. Bldg. 10, San Antonio, TX 78248 · (210) 349-9494

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$147M
Individual clients
365
Advisory staff
4
Registered with
SEC

Profile · SEC record

S Harris Financial Group, LLC

4456 Lockhill Selma RD Suite 101, San Antonio, TX 78249 · (210) 547-3450

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$404M
Individual clients
247
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Financial Life Advisors

2338 N Loop 1604 W Ste 311, San Antonio, TX 78248 · (210) 918-8998

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$366M
Individual clients
207
Advisory staff
8
Registered with
SEC

Profile · Website · SEC record

Composedpro, Inc.

13750 San Pedro Ave, Suite 730, San Antonio, TX 78232 · (210) 910-4432

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$44M
Individual clients
58
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Inflection Financial

San Antonio, TX (office address not published) · (210) 200-8878

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$491M
Individual clients
54
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

The Summit Group

342 W. Woodlawn Avenue Ste. 200, San Antonio, TX 78212 · (210) 293-0293

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$16M
Individual clients
54
Advisory staff
2
Registered with
TX

Profile · Website · SEC record

Praestantia Capital, LLC

4630 North Loop 1604 W Suite #514, San Antonio, TX 78249 · (210) 852-7206

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$45M
Individual clients
22
Advisory staff
2
Registered with
TX

Profile · Website · SEC record

Carr Consulting P.a.

22588 Scenic Loop RD., San Antonio, TX 78255 · (210) 694-7884

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$503K
Individual clients
12
Advisory staff
1
Registered with
FL, TX

Profile · Website · SEC record

Trellisent Investments

227 North Loop 1604 E Suite 150, San Antonio, TX 78232 · (210) 957-1235

  • Percentage of assets
  • Financial planning
Assets managed
$16M
Individual clients
10
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Conceptum Strategies

7550 I-10 Suite 800-215, San Antonio, TX 78229 · (210) 901-9856

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$244K
Individual clients
7
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Alamo Advisors, LP

4114 Pond Hill Suite 201, San Antonio, TX 78231 · (210) 404-2211

  • Percentage of assets
  • Hourly
  • Fixed fee
Assets managed
$3.9B
Individual clients
231
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Endure Retirement LLC

1600 NE Loop 410 Suite 217, San Antonio, TX 78209 · (210) 510-4222

  • Percentage of assets
  • Hourly
  • Fixed fee
Assets managed
$45M
Individual clients
22
Advisory staff
1
Registered with
TX

Profile · Website · SEC record

Stone Wall Financial

401 E. Sonterra Blvd Suite 375, San Antonio, TX 78258 · (210) 321-9300, EXT. 101

  • Percentage of assets
Assets managed
$54M
Individual clients
Under 5
Advisory staff
1
Registered with
TN, TX

Profile · Website · SEC record

Gunn & Co Asset Management Inc

200 Austin Hwy. Ste. 402, San Antonio, TX 78209 · (210) 222-2711

  • Percentage of assets
Assets managed
$38M
Individual clients
6
Advisory staff
1
Registered with
TX

Profile · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Gamboa Capital Management Inc.

4435 Naco Perrin, San Antonio, TX 78233 · (210) 615-2300

  • Percentage of assets
Assets managed
$245K
Individual clients
Under 5
Advisory staff
1
Registered with
TX

Profile · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near San Antonio

Another 11 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in San Antonio?

Form ADV records how firms charge, not what they charge. Of the 38 firms listed here, 24 offer hourly or flat fees and 37 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these San Antonio advisers selected?

Every registered investment adviser with an office in San Antonio that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.