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 strategies without the complexity of state income tax, you need advisors who understand Texas's unique tax landscape. A common mistake is overlooking how property and sales taxes impact your overall financial picture.
- Federal tax focus. Confirm how they integrate federal tax planning with your investment and income strategies, since Texas lacks state income tax.
- Property tax modeling. Ask how they account for property taxes in your cash flow and long-term plans, as these can be substantial.
- Multi-state experience. If you have ties beyond Texas, check how they handle tax and financial planning across different states.
- Local market knowledge. Understanding San Antonio's economic and real estate trends can influence your financial decisions; see how they incorporate this insight.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Peter C
Series 63, Series 66
San Antonio, TX
The Summit Group
Peter Coulchinsky offers wealth management services in San Antonio with 26 years of experience and holds Series 63 and 66 licenses, making him well-equipped to address local tax and investment considerations. His firm, The Summit Group, manages $16 million in discretionary assets with a focus on equity-heavy portfolios, serving mostly individual clients through flat-fee and hourly fee structures, which may appeal to those seeking transparent pricing and personalized attention.
Experience: 26 years
Avg account: $296,296
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Kelly C
Series 63
San Antonio, TX
VOYA Financial Advisors, Inc.
Kelly Card's extensive 43 years of experience and focus on retirement income strategy and business ownership considerations make her well-equipped to address San Antonio clients' financial needs, including property tax impacts. Affiliated with VOYA Financial Advisors, a large firm offering flat-fee and hourly consulting options, she combines seasoned expertise with flexible fee structures and local insight, distinguishing her from other advisors in the area.
Experience: 43 years
Avg account: $236,678
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Kirsten C
Series 66
San Antonio, TX
J.P. Morgan Securities
Kirsten Callaway Lolie at J.P. Morgan Securities in San Antonio offers wealth management services with a focus on institutional clients and retirement plans, integrating quantitative asset-allocation and ESG frameworks. Her experience at large firms like J.P. Morgan and Bank of America, combined with a 0.30% AUM fee, distinguishes her approach from smaller local advisors.
Experience: 3 years
Avg account: $318,381
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David C
Series 63, Series 65
San Antonio, TX
First Command Advisory Services
David Conrady, based in San Antonio, TX, offers expertise in retirement income strategy and tax-loss harvesting, which can help manage federal tax planning and property tax impacts unique to Texas. His background includes 24 years in the Navy and affiliation with First Command Advisory Services, a large firm focusing on active-duty service members, providing wrap-fee asset management with a 1.30% AUM fee, distinguishing him from other local advisors.
Experience: 3 years
Avg account: $214,697
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Morgan E
Series 63
San Antonio, TX
Cambridge Investment Research Advisors
Morgan Edwards Sr. offers expertise in wealth management and retirement income strategies, well-suited for clients in San Antonio navigating federal tax planning without state income tax. His 32 years of experience at a large SEC-registered firm, combined with flat-fee and hourly options, provide flexible service models compared to other advisors in the area.
Experience: 32 years
Avg account: $378,281
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