Best Financial Advisors near San Marcos, TX
We have one firm in San Marcos on file, and it is on this list, along with 9 from towns including New Braunfels (3, 16 mi), Kyle (2, 10 mi) and Wimberley (1, 14 mi).
1 open weekends · 9 rated 4.5+ · 2 show a license
Data verified October 18, 2026
Oakwell Private Wealth Management
“They are quick to answer any questions we have and are proactive about scheduling regular meetings to review our accounts and make changes as needed.”
Simonet Financial Group
“If you're looking for people who will take the time to understand your situation, explain your options, think about the bigger picture, and help you protect what matters to you and your family, I would absolutely recommend Simonet Financial Group.”
Mullins Michael L CPA
“He is the best CPA in New Braunfels He is very reliable and does quality work”
Barton Financial Group
“If you are approaching retirement and want a trustworthy, independent advisor who genuinely listens, we highly recommend Zach and Will.”
Hackett Financial Group
The 10 firms listed for San Marcos, 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 Marcos, TX
9 of the 10 firms on this page have a rating, from 4.6 to 5.0 across 142 reviews; 1 has 50 or more reviews. 1 is open on Saturdays. 2 show a license on their websites. 6 have ten or more years of experience, the longest 20 years. 2 offer a free initial consultation. We have a website on file for 9 of the firms on this page; 6 publish a contact page; 7 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for San Marcos offer a free first meeting?
2 of the 10 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.
E3 Wealth
“I have been a client for over 20 years and found them as the most honest and professional, Thanks Guys”
Horizon Wealth Strategies
Valerio Financial Services -
“She made sure my concerns have been addressed to the point where I have a clear plan on what to do next.”
Royal Tax Solutions
“Stephanie provides the best service and advice in all aspects of business and financial services!!”
Why these companies made our list
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