# Flat-fee financial advisors in San Antonio, TX

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/tx/san-antonio/flat-fee/page/2

## At a glance

- Investment advisory firms: 63
- Registration: SEC-registered investment adviser: 26, State-registered investment adviser: 37
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 22 (35%); Percentage of assets 62 (98%); Hourly charges 41 (65%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 63 (100%); Commissions 1 (2%); Performance-based fees 7 (11%); Other 9 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 19 (30%); $25 million to $100 million 15 (24%); $100 million to $500 million 12 (19%); $500 million to $1 billion 5 (8%); $1 billion to $5 billion 6 (10%); Over $5 billion 3 (5%); Not reported 3 (5%)
- Years registered: Under 5 years 19 (30%); 5 to 9 years 19 (30%); 10 to 19 years 20 (32%); 20 years or more 5 (8%)

## Firms (page 2 of 2, 51 to 63 of 63, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Strategic Financial Concepts, LLC](https://advisorcensus.com/firm/strategic-financial-concepts-llc-san-antonio-tx-141849) ([md](https://advisorcensus.com/firm/strategic-financial-concepts-llc-san-antonio-tx-141849.md)) | 141849 | San Antonio, TX | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Hourly, Fixed fee, Other |
| [SWBC Investment Company](https://advisorcensus.com/firm/swbc-investment-company-san-antonio-tx-140994) ([md](https://advisorcensus.com/firm/swbc-investment-company-san-antonio-tx-140994.md)) | 140994 | San Antonio, TX | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee, Other |
| [Teamwork Financial Advisors, LLC](https://advisorcensus.com/firm/teamwork-financial-advisors-llc-san-antonio-tx-165237) ([md](https://advisorcensus.com/firm/teamwork-financial-advisors-llc-san-antonio-tx-165237.md)) | 165237 | San Antonio, TX | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Fixed fee |
| [The Legacy Collaborative, Inc.](https://advisorcensus.com/firm/the-legacy-collaborative-inc-san-antonio-tx-114591) ([md](https://advisorcensus.com/firm/the-legacy-collaborative-inc-san-antonio-tx-114591.md)) | 114591 | San Antonio, TX | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [The Summit Group](https://advisorcensus.com/firm/the-summit-group-san-antonio-tx-173130) ([md](https://advisorcensus.com/firm/the-summit-group-san-antonio-tx-173130.md)) | 173130 | San Antonio, TX | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [The Viable Group, Inc.](https://advisorcensus.com/firm/the-viable-group-inc-san-antonio-tx-143266) ([md](https://advisorcensus.com/firm/the-viable-group-inc-san-antonio-tx-143266.md)) | 143266 | San Antonio, TX | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee, Other |
| [The von Dohlen Knuffke Financial Group, LLC](https://advisorcensus.com/firm/the-von-dohlen-knuffke-financial-group-llc-san-antonio-tx-172094) ([md](https://advisorcensus.com/firm/the-von-dohlen-knuffke-financial-group-llc-san-antonio-tx-172094.md)) | 172094 | San Antonio, TX | State-registered investment adviser | Not reported | 9 | % of assets, Fixed fee, Performance fee |
| [Titleist Asset Management, LLC](https://advisorcensus.com/firm/titleist-asset-management-llc-san-antonio-tx-323567) ([md](https://advisorcensus.com/firm/titleist-asset-management-llc-san-antonio-tx-323567.md)) | 323567 | San Antonio, TX | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee |
| [TLWM Financial](https://advisorcensus.com/firm/tlwm-financial-san-antonio-tx-158305) ([md](https://advisorcensus.com/firm/tlwm-financial-san-antonio-tx-158305.md)) | 158305 | San Antonio, TX | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Subscription, Fixed fee |
| [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 |
| [Victory Capital Management Inc.](https://advisorcensus.com/firm/victory-capital-management-inc-san-antonio-tx-106189) ([md](https://advisorcensus.com/firm/victory-capital-management-inc-san-antonio-tx-106189.md)) | 106189 | San Antonio, TX | SEC-registered investment adviser | Over $5 billion | 32 | % of assets, Fixed fee, Performance 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 |
| [Whitney Financial Strategies, LLC](https://advisorcensus.com/firm/whitney-financial-strategies-llc-san-antonio-tx-174946) ([md](https://advisorcensus.com/firm/whitney-financial-strategies-llc-san-antonio-tx-174946.md)) | 174946 | San Antonio, TX | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/tx/san-antonio/flat-fee.md

## 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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- [Financial advisors in San Antonio, TX](https://advisorcensus.com/advisors/tx/san-antonio) (https://advisorcensus.com/advisors/tx/san-antonio.md)
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Cite as: AdvisorCensus. Flat-fee financial advisors in San Antonio, TX: 63 firms from Form ADV filings as of October 2026.