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Financial Advisors in San Antonio, TX

How to choose a financial advisor in San Antonio

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Madison Moe

Financial Advisor

Teamwork Financial Advisors, Llc

San Antonio, TX

ProfileNo contact yet

Mark Magana

Financial Advisor

J.P. Morgan Securities Llc

San Antonio, TX

ProfileNo contact yet

Austin Shaw

Financial Advisor

J.P. Morgan Securities Llc

San Antonio, TX

ProfileNo contact yet

Caley Cunningham

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Antonio, TX

ProfileNo contact yet

Tyler Patla

Financial Advisor

Victory Capital Services, Inc.

San Antonio, TX

ProfileNo contact yet
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