{
  "path": "/advisors/tx/san-antonio/flat-fee",
  "url": "https://advisorcensus.com/advisors/tx/san-antonio/flat-fee",
  "page_type": "metro_fee",
  "title": "Flat-fee financial advisors in San Antonio, TX",
  "filters": {},
  "scope_total": 63,
  "faq": [
    {
      "q": "How many financial advisory firms are there in San Antonio, TX?",
      "a": "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."
    },
    {
      "q": "How many fee-only financial advisors are in San Antonio, TX?",
      "a": "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."
    },
    {
      "q": "How many financial advisors in San Antonio, TX offer financial planning?",
      "a": "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."
    },
    {
      "q": "Are the financial advisors in San Antonio, TX fiduciaries?",
      "a": "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."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "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."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "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."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "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."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 63 investment advisory firms with a principal office in the San Antonio metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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.",
  "about_market": "San Antonio has 142 investment advisory firms with a principal office in the metro area as of October 2026: 54 SEC-registered, 60 state-registered, and 28 exempt reporting advisers. 35 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 60 report under $100 million in regulatory assets under management. The metro area has 967,488 households, 102,815 of them with income of $200,000 or more, or 724 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Flat-fee financial advisors in San Antonio, TX: 63 firms from Form ADV filings as of October 2026.",
  "total_firms": 63,
  "page": 1,
  "total_pages": 2,
  "sort": "name",
  "registration_types": {
    "sec": 26,
    "state": 37,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 22
    },
    {
      "code": "percentage_of_aum",
      "count": 62
    },
    {
      "code": "hourly",
      "count": 41
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 63
    },
    {
      "code": "commissions",
      "count": 1
    },
    {
      "code": "performance_based",
      "count": 7
    },
    {
      "code": "other",
      "count": 9
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 19
    },
    {
      "code": "5_to_9",
      "count": 19
    },
    {
      "code": "10_to_19",
      "count": 20
    },
    {
      "code": "20_plus",
      "count": 5
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 19
    },
    {
      "code": "25m_100m",
      "count": 15
    },
    {
      "code": "100m_500m",
      "count": 12
    },
    {
      "code": "500m_1b",
      "count": 5
    },
    {
      "code": "1b_5b",
      "count": 6
    },
    {
      "code": "over_5b",
      "count": 3
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "firms": [
    {
      "crd_number": 175346,
      "name": "1900 Wealth",
      "name_as_filed": "1900 WEALTH",
      "url": "https://advisorcensus.com/firm/1900-wealth-san-antonio-tx-175346",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292784,
      "name": "Advisor Logistics, LLC",
      "name_as_filed": "ADVISOR LOGISTICS, LLC",
      "url": "https://advisorcensus.com/firm/advisor-logistics-llc-boerne-tx-292784",
      "city": "Boerne",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122290,
      "name": "Alamo Advisors, LP",
      "name_as_filed": "ALAMO ADVISORS, LP",
      "url": "https://advisorcensus.com/firm/alamo-advisors-lp-san-antonio-tx-122290",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115796,
      "name": "American Market Advisors, Inc.",
      "name_as_filed": "AMERICAN MARKET ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/american-market-advisors-inc-shavano-park-tx-115796",
      "city": "Shavano Park",
      "state": "TX",
      "years_registered": 35,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286646,
      "name": "Authentikos Wealth Advisory LLC",
      "name_as_filed": "AUTHENTIKOS WEALTH ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/authentikos-wealth-advisory-llc-new-braunfels-tx-286646",
      "city": "New Braunfels",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323124,
      "name": "Avid Wealth Partners, LLC",
      "name_as_filed": "AVID WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/avid-wealth-partners-llc-san-antonio-tx-323124",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337742,
      "name": "B365INVEST",
      "name_as_filed": "B365INVEST",
      "url": "https://advisorcensus.com/firm/b365invest-san-antonio-tx-337742",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319510,
      "name": "Braintrust Capital, LLC",
      "name_as_filed": "BRAINTRUST CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/braintrust-capital-llc-san-antonio-tx-319510",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315548,
      "name": "Capital Alliance Wealth Management",
      "name_as_filed": "CAPITAL ALLIANCE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/capital-alliance-wealth-management-san-antonio-tx-315548",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129350,
      "name": "Carr Consulting P.A.",
      "name_as_filed": "CARR CONSULTING P.A.",
      "url": "https://advisorcensus.com/firm/carr-consulting-p-a-san-antonio-tx-129350",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 18,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165811,
      "name": "Christian Financial Advisors",
      "name_as_filed": "CHRISTIAN FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/christian-financial-advisors-new-braunfels-tx-165811",
      "city": "New Braunfels",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309352,
      "name": "Comal Wealth Management",
      "name_as_filed": "COMAL WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/comal-wealth-management-new-braunfels-tx-309352",
      "city": "New Braunfels",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305247,
      "name": "Complete View Financial LLC",
      "name_as_filed": "COMPLETE VIEW FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/complete-view-financial-llc-san-antonio-tx-305247",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297440,
      "name": "Composedpro, Inc.",
      "name_as_filed": "COMPOSEDPRO, INC.",
      "url": "https://advisorcensus.com/firm/composedpro-inc-san-antonio-tx-297440",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338635,
      "name": "Conceptum Strategies",
      "name_as_filed": "CONCEPTUM STRATEGIES",
      "url": "https://advisorcensus.com/firm/conceptum-strategies-san-antonio-tx-338635",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114849,
      "name": "Conceptwealth",
      "name_as_filed": "CONCEPTWEALTH",
      "url": "https://advisorcensus.com/firm/conceptwealth-san-antonio-tx-114849",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 25,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166414,
      "name": "Cypress Wealth Advisors, LLC",
      "name_as_filed": "CYPRESS WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/cypress-wealth-advisors-llc-shavano-park-tx-166414",
      "city": "Shavano Park",
      "state": "TX",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292258,
      "name": "Dickson Financial Group, LLC.",
      "name_as_filed": "DICKSON FINANCIAL GROUP, LLC.",
      "url": "https://advisorcensus.com/firm/dickson-financial-group-llc-comfort-tx-292258",
      "city": "Comfort",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298200,
      "name": "Endure Retirement LLC",
      "name_as_filed": "ENDURE RETIREMENT LLC",
      "url": "https://advisorcensus.com/firm/endure-retirement-llc-san-antonio-tx-298200",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282234,
      "name": "Evidence Advisors Investment Management",
      "name_as_filed": "EVIDENCE ADVISORS INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/evidence-advisors-investment-management-boerne-tx-282234",
      "city": "Boerne",
      "state": "TX",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128502,
      "name": "Financial Life Advisors",
      "name_as_filed": "FINANCIAL LIFE ADVISORS",
      "url": "https://advisorcensus.com/firm/financial-life-advisors-san-antonio-tx-128502",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 320613,
      "name": "Financial Planning HQ, LLC",
      "name_as_filed": "FINANCIAL PLANNING HQ, LLC",
      "url": "https://advisorcensus.com/firm/financial-planning-hq-llc-san-antonio-tx-320613",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142570,
      "name": "Finser Investment Advisor",
      "name_as_filed": "FINSER INVESTMENT ADVISOR",
      "url": "https://advisorcensus.com/firm/finser-investment-advisor-san-antonio-tx-142570",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 19,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327389,
      "name": "Flying Forward Wealth Management",
      "name_as_filed": "FLYING FORWARD WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/flying-forward-wealth-management-boerne-tx-327389",
      "city": "Boerne",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325004,
      "name": "Fruit of the Vine Financial, LLC",
      "name_as_filed": "FRUIT OF THE VINE FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/fruit-of-the-vine-financial-llc-new-braunfels-tx-325004",
      "city": "New Braunfels",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327490,
      "name": "Greybridge Private Wealth",
      "name_as_filed": "GREYBRIDGE PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/greybridge-private-wealth-san-antonio-tx-327490",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342736,
      "name": "Heritage Haus Wealth Partners LLC",
      "name_as_filed": "HERITAGE HAUS WEALTH PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/heritage-haus-wealth-partners-llc-new-braunfels-tx-342736",
      "city": "New Braunfels",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307376,
      "name": "Hill Country Group",
      "name_as_filed": "HILL COUNTRY GROUP",
      "url": "https://advisorcensus.com/firm/hill-country-group-boerne-tx-307376",
      "city": "Boerne",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159148,
      "name": "Imperium Wealth Management, LLC",
      "name_as_filed": "IMPERIUM WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/imperium-wealth-management-llc-san-antonio-tx-159148",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309631,
      "name": "Inflection Financial",
      "name_as_filed": "INFLECTION FINANCIAL",
      "url": "https://advisorcensus.com/firm/inflection-financial-san-antonio-tx-309631",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312500,
      "name": "Intentional Living FP",
      "name_as_filed": "INTENTIONAL LIVING FP",
      "url": "https://advisorcensus.com/firm/intentional-living-fp-new-braunfelss-tx-312500",
      "city": "New Braunfelss",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309601,
      "name": "Kapela",
      "name_as_filed": "KAPELA",
      "url": "https://advisorcensus.com/firm/kapela-san-antonio-tx-309601",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169471,
      "name": "Kercheville Advisors LLC",
      "name_as_filed": "KERCHEVILLE ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/kercheville-advisors-llc-san-antonio-tx-169471",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339644,
      "name": "Kindred Peak Wealth Management LLC",
      "name_as_filed": "KINDRED PEAK WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/kindred-peak-wealth-management-llc-san-antonio-tx-339644",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167437,
      "name": "KMC Wealth Management, LLC",
      "name_as_filed": "KMC WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/kmc-wealth-management-llc-san-antonio-tx-167437",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282797,
      "name": "Kraus Capital Management, LLC",
      "name_as_filed": "KRAUS CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/kraus-capital-management-llc-san-antonio-tx-282797",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318482,
      "name": "Larsen Financial Management",
      "name_as_filed": "LARSEN FINANCIAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/larsen-financial-management-san-antonio-tx-318482",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328275,
      "name": "Lifetime Financial Planners LLC",
      "name_as_filed": "LIFETIME FINANCIAL PLANNERS LLC",
      "url": "https://advisorcensus.com/firm/lifetime-financial-planners-llc-san-antonio-tx-328275",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121196,
      "name": "McNally Financial Services Corporation",
      "name_as_filed": "MCNALLY FINANCIAL SERVICES CORPORATION",
      "url": "https://advisorcensus.com/firm/mcnally-financial-services-corporation-san-antonio-tx-121196",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104529,
      "name": "Money Managers, Inc.",
      "name_as_filed": "MONEY MANAGERS, INC.",
      "url": "https://advisorcensus.com/firm/money-managers-inc-san-antonio-tx-104529",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284164,
      "name": "Pax Financial Group",
      "name_as_filed": "PAX FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/pax-financial-group-san-antonio-tx-284164",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 10,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291315,
      "name": "PLW Financial",
      "name_as_filed": "PLW FINANCIAL",
      "url": "https://advisorcensus.com/firm/plw-financial-new-braunfels-tx-291315",
      "city": "New Braunfels",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334865,
      "name": "Praestantia Capital, LLC",
      "name_as_filed": "PRAESTANTIA CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/praestantia-capital-llc-san-antonio-tx-334865",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 269934,
      "name": "Relyon Financial Advisors, LLC",
      "name_as_filed": "RELYON FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/relyon-financial-advisors-llc-san-antonio-tx-269934",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151899,
      "name": "S Harris Financial Group, LLC",
      "name_as_filed": "S HARRIS FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/s-harris-financial-group-llc-san-antonio-tx-151899",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139162,
      "name": "S.B. Value Partners, L.P.",
      "name_as_filed": "S.B. VALUE PARTNERS, L.P.",
      "url": "https://advisorcensus.com/firm/s-b-value-partners-l-p-san-antonio-tx-139162",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 20,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157790,
      "name": "SA Financial Solutions, LLC",
      "name_as_filed": "SA FINANCIAL SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/sa-financial-solutions-llc-san-antonio-tx-157790",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130053,
      "name": "Sansone & Associates",
      "name_as_filed": "SANSONE & ASSOCIATES",
      "url": "https://advisorcensus.com/firm/sansone-and-associates-san-antonio-tx-130053",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 22,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169278,
      "name": "Secure Financial Management",
      "name_as_filed": "SECURE FINANCIAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/secure-financial-management-san-antonio-tx-169278",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145594,
      "name": "Sendero Wealth Management, LLC",
      "name_as_filed": "SENDERO WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/sendero-wealth-management-llc-san-antonio-tx-145594",
      "city": "San Antonio",
      "state": "TX",
      "years_registered": 18,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/tx",
      "label": "Financial advisors in Texas"
    },
    "metro": {
      "path": "/advisors/tx/san-antonio",
      "label": "Financial advisors in San Antonio, TX"
    },
    "city_pages": [
      {
        "path": "/advisors/tx/san-antonio/new-braunfels",
        "label": "Financial advisors in New Braunfels, TX",
        "firm_count": 10
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/tx/san-antonio/fee-only",
        "label": "Fee-only financial advisors in San Antonio, TX",
        "firm_count": 35
      },
      {
        "path": "/advisors/tx/san-antonio/hourly",
        "label": "Hourly financial advisors in San Antonio, TX",
        "firm_count": 48
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/tx/san-antonio/financial-independence-and-early-retirement",
        "firm_count": 1,
        "label": "Financial advisors for financial independence and early retirement in San Antonio, TX"
      },
      {
        "path": "/advisors/tx/san-antonio/women",
        "firm_count": 1,
        "label": "Financial advisors for women in San Antonio, TX"
      }
    ],
    "state_fee": {
      "path": "/advisors/tx/flat-fee",
      "label": "Flat-fee financial advisors in Texas"
    }
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}