Best Financial Advisors in San Antonio, TX

Handpicked from 171 vetted & reviewed Financial Planning & Wealth Management firms in the San Antonio area, discover the top 5 standout choices among the selected group of 24 finalists.

The Lewis Group

The Lewis Group

(16)
Disability Income Insurance Protection, Employee Benefits, Life Insurance Planning
“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!”
10101 Reunion Pl #301, San Antonio, TX
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Badger CPA Firm

Badger CPA Firm

(9)
Construction, Non-Profits, Government
“Great firm with awesome staff and experience.”
In Business Since 2010
Remote Consultations Available
18402 U.S. Hwy 281 N Suite 281, San Antonio, TX
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Mendoza & Associates

Mendoza & Associates

(50)
  • Understand
  • Questions
  • Company
“Mendoza & associates was recommended by someone and they are always on point, they always answer their phones and emails promptly and our reports are always emailed when promised.”
Offers Financing Options
In Business Since 2015
Transparent Fees & Pricing
2023 Lockhill Selma Rd Suite 1, San Antonio, TX
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My Education Solutions

My Education Solutions

(47)
  • Worry
  • Forgiveness
  • Graduation
“So far, the team at MES has demonstrated good communications skills: fast response, diligence, executive capabilities, courteous demeanor, and a solutions-oriented attitude.”
In Business Since 2015
2700 Lockhill Selma Rd, San Antonio, TX
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Propel Tax

Propel Tax

(35)
  • Email
  • Call
  • Understanding
“I am so grateful for the help our family received from Propel Financial Services out of San Antonio, some companies exist to help people and this is one of them.”
In Business Since 2009
12672 Silicon Dr #150, San Antonio, TX
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.6 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Wela Financial Advisory

Wela Financial Advisory

(17)
  • Financial Advisors
  • Team
  • Communication
“I've been working with the Brent Forrest & Associates family for over 3 years now and I must say, they are one of the nicest group of people i've ever worked with.”
Transparent Fees & Pricing
Accepts Cash
In Business Since 2000
Licensed, BBB Rating: A+
366 W Sunset Rd Building 4, San Antonio, TX
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Mark Wood CPA

Mark Wood CPA

(13)
Tax Services, Quickbooks Services, Services For Individuals
“His fees aren't inexpensive but I feel that it's worth it considering I know my taxes will be done correctly and I won't have to worry about an IRS audit.”
Free Initial Consultation
Offers Financing Options
In Business Since 2011
Transparent Fees & Pricing
1600 NE Interstate 410 Loop #100, San Antonio, TX
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PAX Financial Group

PAX Financial Group

(9)
Investment Management, Financial Planning, 401k Pension Plans
“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.”
In Business Since 2014
Licensed, BBB Rating: A+
270 N Loop 1604 E STE. 200, San Antonio, TX
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Green House Tax Services

Green House Tax Services

(17)
Tax Problems, Tax Preparation, Tax Planning
“The team here is so kind and answers all your questions they even went as far as researching something for me regarding my LLC thanks for all the help!!!”
Se Habla Español
In Business Since 2013
Transparent Fees & Pricing
3463 Magic Dr Ste 138, San Antonio, TX
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Solberg Financial

Solberg Financial

(9)
Services For Quickbooks, Business Services, Tax Services
“Polite, professional, thorough, thoughtful, friendly, passionate, compassionate and caring are all words I would quickly use to describe Robert and his services.”
Free Initial Consultation
In Business Since 2023
Transparent Fees & Pricing
4112 Valleverde Vw, San Antonio, TX
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Harvest Future Financial

Harvest Future Financial

(20)
  • Patient
  • Questions
  • Pictures
“She has been compassionate and professional when giving financial advice to support my future goals.”
In Business Since 2020
Licensed
8000 I-10 #750, San Antonio, TX
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August Rosemark CPA

August Rosemark CPA

(1)
Business Tax Services, Individual Tax Services, Bookkeeping Services
“Rachel has helped me out a lot and has been patient throughout the whole process!”
Transparent Fees & Pricing
Accepts Check, Paypal, Cash
In Business Since 2013
Licensed
21720 Hardy Oak Blvd #97, San Antonio, TX
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Fenix Finance

Fenix Finance

(29)
  • Loan
“Great awesome experience Howard is a very helpful and really generous man with my credit not to well he was still able to help me get a loan I highly recommend coming to the west avenue location”
In Business Since 2013
3313 West Ave, San Antonio, TX
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Carl Muniz CPA

Carl Muniz CPA

(24)
Small Business CFO Services, Small Business Tax Problems and Solutions, Small Business Payroll
“He came in and got our books up to date, cleaned up the mess from our previous CPA and now is taking care of payroll and settlement disbursement for all of my employees and contractor's.”
112 E Pecan St # 175, San Antonio, TX
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Kercheville Investment Advisors

Kercheville Investment Advisors

(17)
  • Team
  • Retirement
  • Honest
“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.”
In Business Since 1999
15750 Frontage Rd, San Antonio, TX
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Paccione CPA

Paccione CPA

(4)
Corporate Retirement Plans, Wealth Management, Personal Financial Planning
“Also provided advise on what we could do better next year.”
Free Initial Consultation
In Business Since 2020
Transparent Fees & Pricing
9901 IH10 W, # 800, San Antonio, TX
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Herbert Kraus, CPA

Herbert Kraus, CPA

(8)
Tax Preparation
“They offer both personal and business accounting services.”
Free Initial Consultation
In Business Since 1972
Offers Financing Options
13425 Blanco Rd, San Antonio, TX
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Boehm & Boehm, CPA

Boehm & Boehm, CPA

(2)
New Business Formation, Cash Flow Management, Tax Services
“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.”
Free Initial Consultation
In Business Since 1954
Transparent Fees & Pricing
1100 NE Interstate 410 Loop #502, San Antonio, TX
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Retire With Jim Hanna Wealth Advisors

Retire With Jim Hanna Wealth Advisors

(3)
“Great resource for retirement planning advice!”
In Business Since 2021
Licensed, BBB Accredited
2634 Kerrybrook Ct, San Antonio, TX
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Fernandez & Fernandez CPA

Fernandez & Fernandez CPA

Strategic Business Planning, Part-Time CFO Services, New Business Formation
“We are a full-service CPA firm licensed in TX. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
Free Initial Consultation
In Business Since 2016
Transparent Fees & Pricing
16500 San Pedro Ave, San Antonio, TX
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Freedom Wealth

Freedom Wealth

(4)
Legacy Planning, Risk Management, Education Planning
“Very knowledgable and great at answering our questions.”
In Business Since 2022
Free Initial Consultation
16797 San Pedro Ave, San Antonio, TX
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The Gonzales Group Cpa's

The Gonzales Group Cpa's

(8)
Tax Preparation and Planning, Business, Financial Planning and Legal Services, Accounting Services
“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.”
In Business Since 2001
7800 Frontage Rd Suite 505, San Antonio, TX
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Rodriguez Reiffert - San Antonio CPA & Tax Preparation

Rodriguez Reiffert - San Antonio CPA & Tax Preparation

(6)
Certified Public Accounting
“Reach out they will answer your questions, they work with small businesses, and they do accounting, bookkeeping, tax preparation, and payroll amongst other services.”
Free Initial Consultation
In Business Since 1999
Accepts All Major Credit Cards
1250 NE Interstate 410 Loop, San Antonio, TX
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Kent Mulkey - Financial Advisor

Kent Mulkey - Financial Advisor

(1)
Mobile Banking, Member Services, Online Banking
“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...”
In Business Since 1995
Transparent Fees & Pricing
12707 I-10, San Antonio, TX
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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
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Average Cost $3744
Minimum cost $1248
Maximum cost $10606
Avg Per Hour Rates $375

Typical range $2496 to $6863 is based on 471 cost profiles.

Why these companies made our list

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