Financial advisors for retirement planning in San Antonio, Texas

Which financial advisor should I talk to about retirement planning in San Antonio?

For retirement planning in San Antonio, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include January Smith of Janus Financial Planning, LLC, Christopher Reddick of Chris Reddick Financial Planning and Scott Leavitt of Financial Life Advisors.

How many fee-only financial advisors in San Antonio work on retirement planning?

The Wellspent public graph lists 33 fee-only advisors for retirement planning in San Antonio, at 17 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for retirement planning in San Antonio charge?

The most common fee among fee-only advisors for retirement planning in San Antonio is a percentage of assets, used by 91% of the 33 with fees on file. Many use more than one: 42% charge by the hour and 33% charge a one-time planning fee.

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.

See every fee-only advisor fee in Texas

What credentials should a financial advisor for retirement planning have?

For retirement planning, look for the CFP, EA and CPA. In San Antonio, 33% of the 33 advisors listed hold the CFP.

Does Texas tax retirement income?

No. Texas has no state income tax, so retirement account withdrawals and pensions aren't taxed at the state level.

What should I ask a financial advisor about retirement planning in San Antonio?

1. How do you decide which accounts I draw from first?
2. When would you have me claim Social Security, and why?
3. How do you handle a bad market in my first years of retirement?
4. Will you run Roth conversion scenarios for me each year?
5. Would you plan differently if I might move to another state in retirement?

How current is this list of fee-only advisors for retirement planning 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.