Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Financial advisors in San Antonio

30 advisors available near San Antonio, TX

Out of 400,000+ nationwide

user avatar

Edward B

Series 63

San Antonio, TX

Edward Allen Benson, PhD

Passive / index investing
user avatar
firm logo

Nam P

Series 65

San Antonio, TX

Phan Capital

General retirement planning General tax planning Doctor or Medical Professional Mid-Career Professionals
user avatar
firm logo

Mark M

Series 63, Series 66

San Antonio, TX

Mark Muecke Capital Management, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

David B

Series 65

San Antonio, TX

South Texas Advisors for Retirees, LLC

Options & derivatives strategies Retired
user avatar
firm logo

Ronnie H

Series 66

San Antonio, TX

Capital Alliance Wealth Management

Wealth management Income planning Business Financial Management Executive Founder/Business Owner
user avatar

Marco G

Series 63, Series 65

San Antonio, TX

Gamboa Capital Management Inc.

Active portfolio management
user avatar
firm logo

January S

CFP®, Series 65

San Antonio, TX

Janus Financial Planning, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
user avatar
firm logo

Luke S

CFP®, Series 66

Helotes, TX

Scamardo Financial LLC

General retirement planning Retirement income strategy Long-term care insurance Options & derivatives strategies
user avatar
firm logo

Matthew S

CFP®, Series 65

San Antonio, TX

ComposedPro, Inc.

Retirement income strategy Roth conversion strategy Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
firm logo

Chris R

CFP®, EA, RICP®

San Antonio, TX

Chris Reddick Financial Planning

Hello, my name is Chris Reddick. I am a fee-only Financial Planner and Chris Reddick Financial Planning, LLC owner since 2019. My firm specializes in advice-only investment, retirement, and financial planning for professionals in corporate, education, and public service careers. I am a CERTIFIED FINANCIAL PLANNERTM professional, the industry's highest standard for personal financial planning. Chris also holds the IRS’s Enrolled Agent (EA) elite credential, as evidence of his expertise in tax planning. I am a goal-based financial planner. We establish goals together, track progress in accomplishing your goals, and celebrate your wins. So, if you are looking for a financial planner that holds you accountable for getting results, I am the one for you! I was born and raised in Canada and earned an MBA in Business Studies at the University of Guelph. I earned a Ph.D. in Political Science from the University of Sheffield in the United Kingdom. In 2000, I moved to the U.S. to begin my university teaching career at Murray State University in Kentucky. I am a full professor at the University of Texas at San Antonio and have taught, among other subjects, a graduate-level course in economics since 2001. In addition, I have 11 years of management experience as a department chair and author of numerous books and articles on technology, finance, and other management subjects.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy Educators, Teachers, and Academics Public Service Employee Gen X (Born 1965-1980)
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")