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Wela Financial Advisory
- Management
- Financial Advisors
- Success
“I moved my account over from Edward Jones and with the help of Esmond Pabilona and the entire Wela team I feel very confident about my financial future.”
Best Financial Advisors in San Antonio, TX
24 firms listed · all 24 in San Antonio · 19 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
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Solberg Financial - Tax
- LLC
- Communication
- Needs
“Polite, professional, thorough, thoughtful, friendly, passionate, compassionate and caring are all words I would quickly use to describe Robert and his services.”
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Whitestone Wealth Management Services
“She is incredibly helpful and tenacious to point you in the right direction.”
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PAX Financial Group
- Team
“We've established relationships that will last a lifetime and are so thankful for the input, guidance and deposits their Team have contributed to our Family.”
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Kercheville Investment Advisors
- Team
- Retirement
- Cookie
“I strongly encourage you to contact Kercheville Advisors if you are looking for someone who will consider your personal situation and needs and not just apply a cookie-cutter approach.”
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Herbert Kraus, CPA
“They offer both personal and business accounting services.”
The 24 firms listed for San Antonio, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: San Antonio, TX
All 24 firms we list here are in San Antonio itself. We have 82 firms in San Antonio on file; this page shows the highest-rated 24. 23 of the firms on this page have a rating, from 4.0 to 5.0 across 218 reviews; 19 are rated 4.5 or higher. The services the firms on this page list most often on their websites are tax services (3), business services (2), payroll services (2), personal financial planning (2) and quickbooks (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. 15 have ten or more years of experience, the longest 71 years. 1 offers payment plans and 7 offer a free initial consultation. 1 has Spanish-speaking staff. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 19 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for San Antonio offer a free first meeting?
7 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Paccione CPA
“Also provided advise on what we could do better next year.”
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Rodriguez Reiffert - San Antonio CPA & Tax Preparation
“I felt fully informed and they took what could have been a stressful situation and made it much easier on me by presenting me with the facts and all possible solutions up front.”
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Boehm & Boehm, CPA
“Also important, we've always been pleasantly surprised by the time Jimmy takes with us outside of tax season to work with us on our occasional questions or concerns.”
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Retire With Jim Hanna Wealth Advisors
“Great resource for retirement planning advice!”
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Freedom Wealth
- Investor
- Guide
- Questions
“For anyone seeking a wealth advisor who combines deep industry knowledge with a genuine commitment to their clients' well-being, I wholeheartedly recommend connecting with Rene P Soliz III.”
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The Gonzales Group Cpa's
“There is always a personal touch with an intake interview (discussing basics and any more complex issues) and at least one "wrap-up" session, where everything is covered in detail and any questions answered.”
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The Lewis Group
- Number
- Life
- Knowledge
“My wife and I have had a wonderful experience doing business with the Lewis group, we have purchased a number of different products from them and couldn't be happier with her their service!”
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Kent Mulkey - Financial Advisor
“I want to express my gratitude for the excellent service I receive at this location,,,Rachael Trujillo and Tom Stubbs are the reason why I go this location, even there other branches closer to me,,Rachael and Tom always take care of my financial need...”
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Chris Reddick Financial Planning
“He's been advising, educating, and supporting me through multiple life significant life events like marriage, purchasing a home, family planning, and moving states.”
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South Texas Wealth
“He takes the time to find out your needs and make sure you are then thoroughly explained your options to help make the best decision for you and your family.”
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Cavazos Albert
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Lowrey, Powell, Stevens & Mangum
“We were pleasantly surprised with how personable they were and after meeting with Randall, not only did we decide for them to do our personal taxes but also our new business.”
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Clipper Wealth Management
- Retirement
“Thompson has been handling all of my retirement and investments for over 7 years and I have been very pleased.”
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Reliance Financial Partners
- Team
- Retired
- Wealth Management
“I would recommend Reliance Retirement to anyone who is looking for an trustworthy, reliable, caring and successful company to help them invest their money.”
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Pontem Financial
“She took the time to meet with us in person and her team has done an exceptional job of following up and keeping in touch with us.”
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Debra Quintanilla
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Vitalstone Financial
“The team is very detailed oriented with their requirements gathering, really understand my needs and expectations, comprehensive risk tolerance assessments and diversification strategies are transparent.”
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The Viable Group, INC
Retirement Planning and Investment Management Services in San Antonio, TX Cost Estimates
Minimum cost
$1248
Maximum cost
$10606
National Average
$3744
Avg Per Hour Rates
$375
$2496
$6863
Typical price range is based on 471 cost profiles
Why these companies made our list
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