# Fee-only financial advisors in San Antonio, TX

> AdvisorCensus lists 35 investment advisory firms with a principal office in the San Antonio metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/san-antonio/fee-only

## At a glance

- Investment advisory firms: 35
- Registration: SEC-registered investment adviser: 13, State-registered investment adviser: 22
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 35 (100%); Percentage of assets 35 (100%); Hourly charges 16 (46%); Fixed fees 22 (63%)
- Regulatory assets under management (Item 5.F): Under $25 million 16 (46%); $25 million to $100 million 7 (20%); $100 million to $500 million 8 (23%); $500 million to $1 billion 1 (3%); $1 billion to $5 billion 2 (6%); Over $5 billion 1 (3%)
- Years registered: Under 5 years 9 (26%); 5 to 9 years 14 (40%); 10 to 19 years 8 (23%); 20 years or more 4 (11%)

## Firms (page 1 of 1, 1 to 35 of 35, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Advisor Logistics, LLC](https://advisorcensus.com/firm/advisor-logistics-llc-boerne-tx-292784) ([md](https://advisorcensus.com/firm/advisor-logistics-llc-boerne-tx-292784.md)) | 292784 | Boerne, TX | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [Alamo Advisors, LP](https://advisorcensus.com/firm/alamo-advisors-lp-san-antonio-tx-122290) ([md](https://advisorcensus.com/firm/alamo-advisors-lp-san-antonio-tx-122290.md)) | 122290 | San Antonio, TX | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [American Market Advisors, Inc.](https://advisorcensus.com/firm/american-market-advisors-inc-shavano-park-tx-115796) ([md](https://advisorcensus.com/firm/american-market-advisors-inc-shavano-park-tx-115796.md)) | 115796 | Shavano Park, TX | State-registered investment adviser | $25 million to $100 million | 35 | % of assets, Hourly, Fixed fee |
| [B365INVEST](https://advisorcensus.com/firm/b365invest-san-antonio-tx-337742) ([md](https://advisorcensus.com/firm/b365invest-san-antonio-tx-337742.md)) | 337742 | San Antonio, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Best Invest](https://advisorcensus.com/firm/best-invest-san-antonio-tx-297599) ([md](https://advisorcensus.com/firm/best-invest-san-antonio-tx-297599.md)) | 297599 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [Carr Consulting P.A.](https://advisorcensus.com/firm/carr-consulting-p-a-san-antonio-tx-129350) ([md](https://advisorcensus.com/firm/carr-consulting-p-a-san-antonio-tx-129350.md)) | 129350 | San Antonio, TX | State-registered investment adviser | Under $25 million | 18 | % of assets, Fixed fee |
| [Complete View Financial LLC](https://advisorcensus.com/firm/complete-view-financial-llc-san-antonio-tx-305247) ([md](https://advisorcensus.com/firm/complete-view-financial-llc-san-antonio-tx-305247.md)) | 305247 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Composedpro, Inc.](https://advisorcensus.com/firm/composedpro-inc-san-antonio-tx-297440) ([md](https://advisorcensus.com/firm/composedpro-inc-san-antonio-tx-297440.md)) | 297440 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Conceptum Strategies](https://advisorcensus.com/firm/conceptum-strategies-san-antonio-tx-338635) ([md](https://advisorcensus.com/firm/conceptum-strategies-san-antonio-tx-338635.md)) | 338635 | San Antonio, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Cypress Wealth Advisors, LLC](https://advisorcensus.com/firm/cypress-wealth-advisors-llc-shavano-park-tx-166414) ([md](https://advisorcensus.com/firm/cypress-wealth-advisors-llc-shavano-park-tx-166414.md)) | 166414 | Shavano Park, TX | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Dickson Financial Group, LLC.](https://advisorcensus.com/firm/dickson-financial-group-llc-comfort-tx-292258) ([md](https://advisorcensus.com/firm/dickson-financial-group-llc-comfort-tx-292258.md)) | 292258 | Comfort, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee |
| [Financial Life Advisors](https://advisorcensus.com/firm/financial-life-advisors-san-antonio-tx-128502) ([md](https://advisorcensus.com/firm/financial-life-advisors-san-antonio-tx-128502.md)) | 128502 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Fruit of the Vine Financial, LLC](https://advisorcensus.com/firm/fruit-of-the-vine-financial-llc-new-braunfels-tx-325004) ([md](https://advisorcensus.com/firm/fruit-of-the-vine-financial-llc-new-braunfels-tx-325004.md)) | 325004 | New Braunfels, TX | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Gamboa Capital Management Inc.](https://advisorcensus.com/firm/gamboa-capital-management-inc-san-antonio-tx-110201) ([md](https://advisorcensus.com/firm/gamboa-capital-management-inc-san-antonio-tx-110201.md)) | 110201 | San Antonio, TX | State-registered investment adviser | Under $25 million | 20 | % of assets |
| [Glass Wealth Management Co., LLC](https://advisorcensus.com/firm/glass-wealth-management-co-llc-san-antonio-tx-114097) ([md](https://advisorcensus.com/firm/glass-wealth-management-co-llc-san-antonio-tx-114097.md)) | 114097 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Heritage Haus Wealth Partners LLC](https://advisorcensus.com/firm/heritage-haus-wealth-partners-llc-new-braunfels-tx-342736) ([md](https://advisorcensus.com/firm/heritage-haus-wealth-partners-llc-new-braunfels-tx-342736.md)) | 342736 | New Braunfels, TX | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Imperium Wealth Management, LLC](https://advisorcensus.com/firm/imperium-wealth-management-llc-san-antonio-tx-159148) ([md](https://advisorcensus.com/firm/imperium-wealth-management-llc-san-antonio-tx-159148.md)) | 159148 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Inflection Financial](https://advisorcensus.com/firm/inflection-financial-san-antonio-tx-309631) ([md](https://advisorcensus.com/firm/inflection-financial-san-antonio-tx-309631.md)) | 309631 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Intentional Living FP](https://advisorcensus.com/firm/intentional-living-fp-new-braunfelss-tx-312500) ([md](https://advisorcensus.com/firm/intentional-living-fp-new-braunfelss-tx-312500.md)) | 312500 | New Braunfelss, TX | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [JW Hall Financial LLC](https://advisorcensus.com/firm/jw-hall-financial-llc-san-antonio-tx-337745) ([md](https://advisorcensus.com/firm/jw-hall-financial-llc-san-antonio-tx-337745.md)) | 337745 | San Antonio, TX | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Kindred Peak Wealth Management LLC](https://advisorcensus.com/firm/kindred-peak-wealth-management-llc-san-antonio-tx-339644) ([md](https://advisorcensus.com/firm/kindred-peak-wealth-management-llc-san-antonio-tx-339644.md)) | 339644 | San Antonio, TX | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Lifetime Financial Planners LLC](https://advisorcensus.com/firm/lifetime-financial-planners-llc-san-antonio-tx-328275) ([md](https://advisorcensus.com/firm/lifetime-financial-planners-llc-san-antonio-tx-328275.md)) | 328275 | San Antonio, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Lime Rock Investment Management Company, Inc.](https://advisorcensus.com/firm/lime-rock-investment-management-company-inc-san-antonio-tx-322364) ([md](https://advisorcensus.com/firm/lime-rock-investment-management-company-inc-san-antonio-tx-322364.md)) | 322364 | San Antonio, TX | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Martin Capital Advisors, LLP](https://advisorcensus.com/firm/martin-capital-advisors-llp-san-antonio-tx-108529) ([md](https://advisorcensus.com/firm/martin-capital-advisors-llp-san-antonio-tx-108529.md)) | 108529 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [PLW Financial](https://advisorcensus.com/firm/plw-financial-new-braunfels-tx-291315) ([md](https://advisorcensus.com/firm/plw-financial-new-braunfels-tx-291315.md)) | 291315 | New Braunfels, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee |
| [Portafolio Capital Management](https://advisorcensus.com/firm/portafolio-capital-management-san-antonio-tx-329023) ([md](https://advisorcensus.com/firm/portafolio-capital-management-san-antonio-tx-329023.md)) | 329023 | San Antonio, TX | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Relyon Financial Advisors, LLC](https://advisorcensus.com/firm/relyon-financial-advisors-llc-san-antonio-tx-269934) ([md](https://advisorcensus.com/firm/relyon-financial-advisors-llc-san-antonio-tx-269934.md)) | 269934 | San Antonio, TX | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Robinson Value Management, Ltd.](https://advisorcensus.com/firm/robinson-value-management-ltd-san-antonio-tx-110156) ([md](https://advisorcensus.com/firm/robinson-value-management-ltd-san-antonio-tx-110156.md)) | 110156 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [Rufus Hayes Asset Management, LLC](https://advisorcensus.com/firm/rufus-hayes-asset-management-llc-new-braunfels-tx-171421) ([md](https://advisorcensus.com/firm/rufus-hayes-asset-management-llc-new-braunfels-tx-171421.md)) | 171421 | New Braunfels, TX | State-registered investment adviser | Under $25 million | 12 | % of assets |
| [Southwestern Money Management LLC](https://advisorcensus.com/firm/southwestern-money-management-llc-san-antonio-tx-304033) ([md](https://advisorcensus.com/firm/southwestern-money-management-llc-san-antonio-tx-304033.md)) | 304033 | San Antonio, TX | SEC-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Texas Institutional Investment Management, LLC](https://advisorcensus.com/firm/texas-institutional-investment-management-llc-san-antonio-tx-131300) ([md](https://advisorcensus.com/firm/texas-institutional-investment-management-llc-san-antonio-tx-131300.md)) | 131300 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 22 | % of assets |
| [Trellisent Investments](https://advisorcensus.com/firm/trellisent-investments-san-antonio-tx-151473) ([md](https://advisorcensus.com/firm/trellisent-investments-san-antonio-tx-151473.md)) | 151473 | San Antonio, TX | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [U.S. Global Investors, Inc.](https://advisorcensus.com/firm/u-s-global-investors-inc-san-antonio-tx-111097) ([md](https://advisorcensus.com/firm/u-s-global-investors-inc-san-antonio-tx-111097.md)) | 111097 | San Antonio, TX | SEC-registered investment adviser | $1 billion to $5 billion | 58 | % of assets |
| [Vaulkshire Investment Advisors](https://advisorcensus.com/firm/vaulkshire-investment-advisors-san-antonio-tx-226623) ([md](https://advisorcensus.com/firm/vaulkshire-investment-advisors-san-antonio-tx-226623.md)) | 226623 | San Antonio, TX | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Wela Financial Advisory](https://advisorcensus.com/firm/wela-financial-advisory-san-antonio-tx-126266) ([md](https://advisorcensus.com/firm/wela-financial-advisory-san-antonio-tx-126266.md)) | 126266 | San Antonio, TX | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets, Hourly, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in San Antonio, TX?**
AdvisorCensus lists 142 investment advisory firms with a principal office in the San Antonio metro area, from Form ADV filings as of October 2026: 54 SEC-registered, 60 state-registered, and 28 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in San Antonio, TX?**
35 of the 142 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in San Antonio, TX offer financial planning?**
76 of the 114 firms in San Antonio, TX that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in San Antonio, TX fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 35 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

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Cite as: AdvisorCensus. Fee-only financial advisors in San Antonio, TX: 35 firms from Form ADV filings as of October 2026.