Financial Edge
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Edge provides comprehensive financial planning and portfolio management primarily for individual clients, and also serves some high‑net‑worth individuals, small businesses, and retirement plans. The firm prepares written financial plans that address securities, taxes, estate planning, insurance, business and retirement planning, and offers hourly consulting on discrete issues such as tax or estate matters.
The firm’s investment approach emphasizes broadly diversified, passively structured mutual‑fund portfolios and asset allocation rather than individual security selection or market timing; it does not recommend purchases of individual issues. Financial Edge typically manages accounts on a non‑discretionary basis, conducts at least annual account reviews, and uses third‑party platforms such as SEI for custody, reporting, and model rebalancing.
Compared with many solo independent advisers, Financial Edge provides income tax preparation services and performs pension consulting and work for retirement or profit‑sharing plans, acknowledging ERISA fiduciary responsibilities where applicable. The firm also acts as a solicitor for unaffiliated managers and, as of December 31, 2025, reported managing approximately $51 million in non‑discretionary client assets—features that distinguish its service mix from more common discretionary, retail‑only practices.
Client services
Expertise
Fee options
Financial planning fees as noted above; also income tax preparation offered for a flat fee (amount not specified).
$0 - $500,000: 1.50% $500,001 - $1,000,000: 0.95% $1,000,001 - $4,000,000: 0.85% $4,000,001+: 0.75%
$210 per hour with a minimum of one hour for specific financial planning issues.
Fee-only: Financial planning fees: For single persons - $1,500 if income and net worth less than $500,000; $2,200 if over $500,000. For married persons - $2,300 if income and net worth less than $750,000; $3,500 if over $750,000. Fees payable 50% upon engagement and 50% upon delivery. Fees non-negotiable.
Main office
San Antonio TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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