Fiduciary advisors in San Antonio, TX

45 registered advisers

San Antonio is a military city (JBSA) with a large retiree population alongside USAA's headquarters and a healthcare sector anchored by Baptist Health, and 45 SEC-registered fiduciary firms serve local investors. Among them, 39 operate strictly fee-only, meaning they collect no commissions or product-based revenue. The directory below breaks down each firm's fee structure, client base, and regulatory standing.

1900 WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #175346
Typical Fee--
AUM$2.3B
Minimum--
Clients911

327 CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #313414
Typical Fee--
AUM$436M
Minimum--
Clients7

AFFINIUS CAPITAL

Fee-Only, No ConflictsClean Record
San Antonio, TexasCRD #316030
Typical Fee--
AUM$19.5B
Minimum--
Clients38

ALAMO ADVISORS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #122290
Typical Fee--
AUM$3.8B
Minimum--
Clients218

APPLIED FINANCE ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
San Antonio, TexasCRD #140054
Typical Fee--
AUM$1.7B
Minimum--
Clients4

AVID WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #323124
Typical Fee--
AUM$206M
Minimum--
Clients678

BEST INVEST

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #297599
Typical Fee--
AUM$296M
Minimum--
Clients1,762

BIGLARI CAPITAL CORP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #115197
Typical Fee--
AUM$935M
Minimum--
Clients2

BROADWAY WEALTH SOLUTIONS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #291753
Typical Fee--
AUM$266M
Minimum--
Clients1,171

CORNERMEN FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #323179
Typical Fee--
AUM$144M
Minimum--
Clients329

ELDRED ROCK PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #316401
Typical Fee--
AUM$488M
Minimum--
Clients167

FINANCIAL LIFE ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #128502
Typical Fee--
AUM$366M
Minimum--
Clients752

FINSER INVESTMENT ADVISOR

Clean RecordAlso Compensated via Brokerage
San Antonio, TexasCRD #142570
Typical Fee--
AUM$1.4B
Minimum--
Clients10

FROST INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #146148
Typical Fee0.50%
AUM$5.4B
Minimum--
Clients10

FROST INVESTMENT SERVICES

Fee-Only, No Conflicts
San Antonio, TexasCRD #286129
Typical Fee--
AUM$3.0B
Minimum--
Clients3,179

GLASS WEALTH MANAGEMENT CO., LLC

Fee-OnlyAlso Compensated via Product Sales
San Antonio, TexasCRD #114097
Typical Fee--
AUM$312M
Minimum--
Clients367

GRAYSTREET PARTNERS

Fee-Only, No ConflictsClean Record
San Antonio, TexasCRD #334967
Typical Fee--
AUM$155M
Minimum--
Clients7

IMPERIUM WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #159148
Typical Fee--
AUM$265M
Minimum--
Clients795

KERCHEVILLE ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #169471
Typical Fee--
AUM$466M
Minimum--
Clients696

M. E. ALLISON & CO., INC.

Also Compensated via Brokerage
San Antonio, TexasCRD #1047
Typical Fee--
AUM$287M
Minimum--
Clients405

MARCADO ASSET MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
San Antonio, TexasCRD #289136
Typical Fee--
AUM$27M
Minimum--
Clients7

MARTIN CAPITAL ADVISORS, LLP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #108529
Typical Fee--
AUM$182M
Minimum--
Clients84

MONEY MANAGERS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #104529
Typical Fee--
AUM$123M
Minimum--
Clients349

PAX FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #284164
Typical Fee--
AUM$747M
Minimum--
Clients3,900

RELIANCE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #332415
Typical Fee--
AUM$134M
Minimum--
Clients588

ROBINSON VALUE MANAGEMENT, LTD.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #110156
Typical Fee--
AUM$202M
Minimum--
Clients115

S HARRIS FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #151899
Typical Fee--
AUM$352M
Minimum--
Clients889

S.B. VALUE PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #139162
Typical Fee--
AUM$5.0B
Minimum--
Clients110

SARMAYA PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #330100
Typical Fee--
AUM$33M
Minimum--
Clients1

SCALEWORKS CAPITAL, LLC

Fee-Only, No ConflictsClean Record
San Antonio, TexasCRD #306560
Typical Fee--
AUM$271M
Minimum--
Clients5

SECURE FINANCIAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #169278
Typical Fee--
AUM$314M
Minimum--
Clients621

SENDERO WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #145594
Typical Fee1.00%
AUM$5.8B
Minimum--
Clients1,842

SHOREBIRD CAPITAL, LP

Fee-OnlyAlso Compensated via Product Sales
San Antonio, TexasCRD #285437
Typical Fee--
AUM--
Minimum--
Clients--

SOUTHWESTERN MONEY MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
San Antonio, TexasCRD #304033
Typical Fee--
AUM$45M
Minimum--
Clients17

STONE OAK WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #288217
Typical Fee1.50%
AUM$339M
Minimum--
Clients943

STRATEGIC FINANCIAL CONCEPTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #141849
Typical Fee--
AUM$1.0B
Minimum--
Clients3,290

SWBC INVESTMENT COMPANY

Clean RecordAlso Compensated via Brokerage
San Antonio, TexasCRD #140994
Typical Fee--
AUM$229M
Minimum--
Clients406

TEAMWORK FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #165237
Typical Fee--
AUM$800M
Minimum--
Clients4,253

TEXAS FINANCIAL ADVISORY

Fee-OnlyAlso Compensated via Product Sales
San Antonio, TexasCRD #306413
Typical Fee--
AUM$118M
Minimum--
Clients633

TITLEIST ASSET MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
San Antonio, TexasCRD #323567
Typical Fee2.00%
AUM$2.4B
Minimum--
Clients4,813

TLWM FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #158305
Typical Fee--
AUM$577M
Minimum--
Clients2,008

U.S. GLOBAL INVESTORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #111097
Typical Fee--
AUM$1.3B
Minimum--
Clients11

USAA INVESTMENT SERVICES COMPANY

Clean RecordAlso Compensated via Brokerage
San Antonio, TexasCRD #5475
Typical Fee--
AUM--
Minimum--
Clients--

VICTORY CAPITAL MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Antonio, TexasCRD #106189
Typical Fee--
AUM$152.3B
Minimum--
Clients2,566

WELA FINANCIAL ADVISORY

Fee-Only, No ConflictsClean Record
San Antonio, TexasCRD #126266
Typical Fee--
AUM$657M
Minimum--
Clients1,548
Fiduciary Advisors in San Antonio, Texas | FiduciaryListings