Fee-only financial advisors in San Antonio, Texas
Which fee-only financial advisor should I talk to in San Antonio?
Start with a fee-only advisor in San Antonio whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Christopher Reddick of Chris Reddick Financial Planning, January Smith of Janus Financial Planning, LLC and Scott Leavitt of Financial Life Advisors, chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Christopher Reddick Chris Reddick Financial Planning Holds the CFP and EA. Fees on file: subscription, one-time planning fee.
- January Smith Janus Financial Planning, LLC Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Scott Leavitt Financial Life Advisors Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Philip White Inflection Financial Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- David Nash Magister Wealth Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Esmond Pabilona Wela Financial Advisory Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
By the numbers
- Advisors listed
- 87
- Firms
- 37
- Cities
- 2
- Hold the CFP
- 34%
- Other credentials: CFA 5% · CPA 1% · EA 2%
- How they charge (of 87 with fees on file): percentage of assets 95% · hourly 63% · fixed fees 56% · performance-based fees 22%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in San Antonio by what you need
Find an advisor in Texas by fee, assets, or credential
- Hourly financial advisors
- Flat-fee financial advisors
- One-time financial plans
- Financial advisors with no minimum
- Advisors for under $500,000
- Advisors for $500,000 to $1 million
- Advisors for $1 million to $3 million
- Advisors for over $3 million
- CFP financial advisors
- CFA financial advisors
- ChFC financial advisors
- Virtual financial advisors
Questions about fee-only advisors in San Antonio
How many fee-only advisors in San Antonio are there?
The Wellspent public graph lists 87 fee-only advisors in San Antonio, at 37 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in San Antonio focus on?
The most common focus among fee-only advisors in San Antonio is retirement planning (33), followed by retirees (21) and small business owners (18). Advisors can list more than one.
How do fee-only advisors in San Antonio charge?
The most common fee among fee-only advisors in San Antonio is a percentage of assets, used by 95% of the 87 with fees on file. Many use more than one: 63% charge by the hour and 56% charge fixed fees.
How much do fee-only financial advisors charge in San Antonio?
Fee-only financial advisors in San Antonio charge a median of $1,500 a year for ongoing planning. We found this across the published prices of 6 San Antonio firms.
How much does a one-time financial plan cost in San Antonio?
A one-time financial plan from a fee-only firm in San Antonio has a median price of $1,250. We found this across the published prices of 6 San Antonio firms.
How many fee-only advisors in San Antonio hold the CFP?
34% of the 87 fee-only advisors in San Antonio hold the CFP certification, based on the credentials listed on each record.
Does Texas have a state income tax?
No. Texas has no state income tax, so federal tax drives most financial planning for residents.
How current is this list of fee-only advisors in San Antonio?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 87 advisors in San Antonio
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Christopher Reddick Flat-fee, advice-only retirement and tax planning for educators, federal employees and public servants balancing pensions with workplace accounts. | Chris Reddick Financial Planning | San Antonio | CFP, EA | Subscription, One-time planning fee |
| Kevin Rademacher | Lifetime Financial Planners LLC | San Antonio | CFP, CRPC, MSFP | Percentage of assets, Flat fee or retainer |
| Heather Haas | Imperium Wealth Management, LLC | San Antonio | CFP | Percentage of assets, Ongoing planning fee |
| Scott Leavitt | Financial Life Advisors | San Antonio | CFP, CPA | Percentage of assets, Hourly |
| January Smith | Janus Financial Planning, LLC | San Antonio | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Dedrick Curtis | Penny Earned Financial | San Antonio | CFP, AFC, ChFC | Ongoing planning fee, One-time planning fee |
| David Nash | Magister Wealth | San Antonio | CFA, CFP | Percentage of assets, Hourly |
| John Carr | Carr Consulting P.A. | San Antonio | CFP | Percentage of assets, Fixed fees |
| Daniel King | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Mitchell Byrum | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Samuel Haager | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Stephanie Harris | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Esmond Pabilona | Wela Financial Advisory | San Antonio; | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Schwegman | ComposedPro | San Antonio | CFP | Percentage of assets, Ongoing planning fee |
| Carmen Barncord | Martin Capital Advisors | San Antonio | CFP | Percentage of assets |
| Donald Laurence | Naviant Partners | San Antonio | CFP | Percentage of assets, Hourly |
| Nam Phan | Phan Capital Management | San Antonio | Not listed | Ongoing planning fee, Percentage of assets |
| Austin Miller | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Clay Rogers | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Diana Jordan | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Douglas Moe | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Gary Harris | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Gracelyn Snider | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Khristopher Torres | RiversEdge Advisors | San Antonio | Not listed | Percentage of assets, Hourly |
| Madison Moe | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Michael De Guzman | Teamwork Financial Group | San Antonio | Not listed | Percentage of assets |
| Michael Taylor Independent Fee-only financial coaching and solutions, by the hour or by the project | The Financial Rules Consulting | SAN ANTONIO | Not listed | Flat fee or retainer, Hourly |
| Shannon Schulz | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Zachary Willie | Oakridge Financial Planning (OFP) | San Antonio | Not listed | Ongoing planning fee, One-time planning fee |
| Anders Storvik | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Christopher Baum | Palermo Wealth Management, LLC | San Antonio | CFP | Percentage of assets, Hourly |
| Elizabeth Alamillo | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Philip White | Inflection Financial | San Antonio | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Rachel Gurinsky | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Taylor Chamness | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Tess Downing | Complete View Financial | San Antonio | CFP, MBA | Percentage of assets, Hourly |
| Thomas Coy | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Victor Larsen | Larsen Financial Management | San Antonio | CFP | Percentage of assets, Hourly |
| Bryce Chandler | Bentwood Investment Advisory | San Antonio | Not listed | Percentage of assets, Hourly |
| John Hall | J.W. Hall Financial | San Antonio | Not listed | Percentage of assets |
| Charles Massiatte | Martin Capital Advisors | San Antonio | Not listed | Percentage of assets |
| Christopher Phillips | Martin Capital Advisors | San Antonio | Not listed | Percentage of assets |
| Colton Krueger | Martin Capital Advisors | San Antonio | Not listed | Percentage of assets |
| Paul Martin | Martin Capital Advisors | San Antonio | Not listed | Percentage of assets |
| Robert McGregor | Martin Capital Advisors | San Antonio | Not listed | Percentage of assets |
| Stephanie Krueger | Martin Capital Advisors | San Antonio | Not listed | Percentage of assets |
| Kristopher Gallow | Ghost Strategies | San Antonio | Not listed | Percentage of assets, Hourly |
| Mark Muecke | Mark Muecke Capital Management | San Antonio | Not listed | Percentage of assets |
| Dantonio Fowler | Conceptum Strategies | San Antonio | Not listed | Percentage of assets, Hourly |
| Mary Haselhorst | Inflection Financial | San Antonio | Not listed | Percentage of assets, Hourly |
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