Top financial advisors in San Antonio, TX
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're managing significant property taxes or navigating federal tax planning without state income tax in Texas, these advisors can help you avoid costly oversights. A common mistake is underestimating how property and sales taxes impact your overall financial picture.
- Federal tax focus. Confirm how they integrate federal tax strategies with your unique Texas tax situation.
- Property tax modeling. Ask how they account for property tax burdens in your long-term financial plans.
- Multi-state considerations. If you have assets or income in other states, check how they handle cross-state tax implications.
- Experience with local markets. Inquire about their familiarity with San Antonio's economic factors affecting investments and planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Eric Y
Series 66
San Antonio, TX
First Command Advisory Services
Eric Young in San Antonio offers expertise in retirement income strategy and tax-loss harvesting, which can help manage federal tax planning and property tax impacts relevant to Texas residents. His background includes eight years in financial advising and 31 years in the U.S. Navy, with services tailored to self-employed and young professionals through a large firm with a 1.30% AUM fee, distinguishing him from advisors with different client focuses or fee structures.
Experience: 8 years
Avg account: $214,697
-
Alejandro C
Series 66, Series 65
San Antonio, TX
The Summit Group
Alejandro Cabezut offers wealth management services in San Antonio, integrating flat-fee and hourly fee structures that may suit clients managing property and federal tax planning in Texas. His experience with a small, individual client base and focus on exchange-traded equity portfolios at The Summit Group distinguishes him from advisors handling larger or more diverse asset classes.
Experience: 9 years
Avg account: $296,296
-
Margaret F
Series 63, Series 65
San Antonio, TX
Primerica Advisors
Margaret Flores offers expertise in income planning and tax-loss harvesting, which can help manage the impact of property and federal taxes in San Antonio. With 30 years of experience at Primerica Advisors, a large firm providing discretionary asset management through model-delivery strategies and a tiered wrap-fee structure, she serves both individual and high-net-worth clients, differentiating her from advisors with smaller client loads or less comprehensive investment options.
Experience: 30 years
Avg account: $228,117
-
Edward F
Series 63, Series 66
San Antonio, TX
J.P. Morgan Securities
Edward Fabela's experience with Merrill and prior roles at J.P. Morgan Securities and JPMorgan Chase Bank equip him to address San Antonio's unique tax and economic environment, including federal and property tax considerations. Merrill's large-firm resources offer tax-focused investment strategies and managed account programs, supporting a diverse client base from individuals to institutions, with a 0.30% annual AUM fee, distinguishing him from advisors at smaller firms.
Experience: 7 years
Avg account: $318,381
-
Morgan E
Series 63
San Antonio, TX
Cambridge Investment Research Advisors
Morgan Edwards Sr. offers extensive experience in retirement income strategies and plans for business owners, making him well-suited for managing complex financial needs in San Antonio's tax environment. Affiliated with Cambridge Investment Research Advisors, a large firm providing diverse investment approaches and flat-fee options, he stands out for his seasoned expertise and involvement in local civic organizations.
Experience: 32 years
Avg account: $378,281
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in San Antonio, TX
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")