Advisor at PAX Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
PAX Financial Group
Location
San Antonio, TX 78232
Credentials
Series 63, Series 65
Industry experience
9 years
Meghan Tapia is a financial advisor with PAX Financial Group in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining PAX Financial Group in 2023, she worked at AllianceBernstein and Renaissance Wealth Management Group of Texas. Outside of financial advising, she owns and operates Willow Tree Builders, a marketing and networking business. PAX Financial Group serves individuals, high-net-worth clients, small businesses, and corporations, offering investment management, financial planning, retirement consulting, and exit-planning services. The firm employs a diversified, long-term investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, with portfolios overseen by an investment committee and supported by third-party technology and sub-advisers.
Based on PAX Financial Group
Based on PAX Financial Group
Business PIVOT Planning fee: $7,500 fixed fee
$0 - $199,999: 1.50% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
Commission-based compensation for insurance products sold by IARs as licensed insurance agents
Financial planning services charged at $500.00 per hour for limited projects
Fee-only: Financial planning: $500/hour; Business PIVOT Planning: $7,500 fixed fee; Qualified Retirement Plan Consulting: individually negotiated fees
270 North Loop 1604 East, Suite 200
San Antonio, TX 78232
Texas
PAX Financial Group
2023 - Present (3 years)
Willow Tree Builders
2021 - Present (5 years)
Alliancebernstein
2020 - 2022 (2 years)
Platinum Wealth Solutions of Texas, LLC
2019 - 2020 (1 year)
Renaissance Wealth Management Group of Texas
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
San Antonio, TX
The Legacy Collaborative, Inc.
CFP®, Series 66
San Antonio, TX
Kapela
CFP®, Series 63
San Antonio, TX
Carr Consulting P.A.
Series 63, Series 65
San Antonio, TX
Trellisent Investments
CFP®
Fair Oaks Ranch, TX
Fair Oaks Financial LLC
Fair Oaks Financial LLC was founded in 2020 and began operations in 2021 amid the COVID-19 Virus era. Many changes were taking place and people were reevaluating their lives in the face of the pandemic. Suddenly life took on different priorities and meaning and one did not know if they would be affected and to what extent. This brought to attention many overlooked items, that people were waiting to get around to, and brought them to the forefront. Questions like "if something were to happen to me, am I prepared?" My goal is to help you prepare for an uncertain future. There are many things that can be done to reduce anxiety in these stressful times. As a Fiduciary Advisor, I will be working with you to develop a plan that is customized to address your needs and desires. Being a Fiduciary means acting in your best interest. I enjoy helping people make sense of a complex set of choices, objectively weighing the pros and cons, and making informed decisions consistent with their long-term goals. I have been working in the investment business for more than 25 years. I have seen complexity keep people from making the decisions needed to accomplish their goals. I enjoy helping explain things in a way that makes sense. Warren Buffet says "investing is simple, it's just not easy." Having a guide on your journey to help make decisions that will impact your future is not only important but essential. We all need objective advice, void of conflicts, to help us make wise decisions.
Series 63, Series 65
San Antonio, TX
Portafolio Capital Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")