Lena RiveraNavigating your financial future requires careful planning. Whether you want to build a real estate portfolio or secure a comfortable retirement, finding the right strategy is crucial.
It’s important to look beyond just buying assets and consider building a comprehensive financial team. For instance, pairing a solid advisory plan with experienced accountants or reliable bookkeeping can make a massive difference in your long-term success.
I have looked at several investment services in the city to help you find an advisor or strategy that aligns with your specific wealth-building goals.
How much do investment advisory services cost in San Antonio?
For most local advisors, the total cost depends on your portfolio size and the complexity of your financial situation.
| Fee Type | Typical San Antonio Market Rates | Best For |
| Assets Under Management (AUM) | 0.80% – 1.25% annually | Ongoing portfolio management and rebalancing. |
| Hourly Rate | $200 – $400 per hour | One-time questions or specific project reviews. |
| Fixed/Flat Fee | $3,000 – $10,000 per plan | Comprehensive financial planning without ongoing management. |
1. Wela Financial Advisory
Website: https://www.welafa.com/
Address: 366 W Sunset Rd, Building 4
Contact: 210-530-9599
Hours: Monday – Thursday 7:30 AM–4 PM
Friday 7:30 AM–3 PM
Planning for the future often feels overwhelming, but adopting a holistic, living financial plan can provide immediate clarity.
Wela Financial Advisory focuses entirely on this comprehensive approach, building strategies that evolve seamlessly as your life circumstances change.
You work with a dedicated team that’s heavily focused on warm, relationship-driven guidance rather than simple transactional advising. This structure makes complex topics much easier to digest for families and young professionals.
They also stand out by offering highly transparent, lower-than-industry fees that align directly with your success.
While their long-term investment philosophy is incredibly consistent, it’s important to note their high entry barrier. You generally need a minimum balance of $300,000 to open an account, which easily excludes beginner investors with smaller portfolios.
Thank you for your continued support
Wela Financial Advisors, formerly Brent Forrest & Associates LLC, have been my choice for financial advisors for over 20 years… Their advice and solid investment principals have provided a sound foundation where my portfolio has more than doubled. Any question or inquiry I have are always welcome and addressed. The education and communication available during changes and shifts in the market are key to understanding why emotional reactions are counter productive. Thank you for your continued support as I look to move to the next level in finances in the coming years….
Letticia Williams, Google Review
I see my interests are well cared for
Working with WELA Financial has been a very positive experience. Everyone there treats me not only as a respected client, but as family. I could not be happier with my advisor Esmond and the team. Diane is always there with a friendly voice and a quick response to all my communications. With the financial plan we have in place I see my interests are well cared for. I feel assured that the my future and my finances are secure in their hands.
Steve Malone, Google Review
2. Avid Wealth Partners
Website: https://www.avidwp.com/
Address: 23119 IH 10 W, Building 20
Contact: (210) 864-3333
Hours: Monday – Friday 7:45 AM–5 PM
Creating a resilient portfolio requires a strategy that puts your personal objectives before simple market speculation.
Avid Wealth Partners heavily emphasizes a planning-driven approach where every investment decision is directly tied to your specific lifestyle goals and values.
When I sat down with a colleague to review their onboarding structure, the concierge-style attention to detail was immediately apparent.
They operate as a fiduciary and registered investment advisor (RIA) regulated by the Securities and Exchange Commission (SEC), ensuring your interests remain protected.
And we love that their evidence-based philosophy specifically targets risk management and cost efficiency for business owners and high-net-worth individuals.
However, their tiered pricing structure can be a bit steep for those just starting out. Portfolios under $500,000 are charged up to 1.50% annually, making them a costly choice compared to standard advisors.
Very pleased with the investment performance
I have worked with Avid for 10 years. They created a retirement plan for my company and life insurance plans for key officers. I continue to use them for personal financial planning and am very pleased with the investment performance, tax strategies and breadth of services. Eric and Lindsey are exceptional and I am happy to endorse Avid.
David Dunne, Google Review
Financial security during retirement
Avid Wealth has been fantastic in creating a plan that will allow financial security during retirement. Eric and his team have a broad knowledge base not only on the investment side but also ways to lower your tax burden through multiple investment vehicles.
Sean Miller, Google Review
3. Financial Life Advisors
Website: https://www.fladvisors.com/
Address: 2338 N Loop 1604 West, STE 311
Contact: (210) 918 8998
Hours: Monday – Friday 9:00 AM to 4:00 PM
Financial Life Advisors operates on a strict fee-only model, meaning they refuse commission-based products and act purely as objective fiduciaries.
Their fully integrated process ensures that tax strategy and investments work together to support the life you actually want to live.
I recently spoke with a local investor who praised their life navigator approach, noting how seamlessly they handled both portfolio management and complex estate planning.
And we love that they don’t enforce a strict minimum investment requirement, providing flexible entry for mid-level wealth builders.
The main drawback to this comprehensive firm is the initial financial planning expense. Developing a customized, holistic plan can cost between $3,000 and $10,000 upfront, which is a significant hurdle for casual investors.
Very happy with all the services they provide
Financial Life Advisors has helped us with all our financial needs including managing our investments, retirement planning, tax planning and all other aspects of our financial needs. We have been very happy with all the services they provide. They are very responsive to any questions or issues we have. I would highly recommend them to anyone who needs financial services.
Lisa Martinez, Google Review
Have our best interest in mind
We have used Financial Life Advisors since its inception. We trust them implicitly to always have our best interest in mind. They have helped us make sound decisions when planning for retirement, which have paid off in retirement.
Rick Ashley, Google Review
4. PAX Financial Group, LLC
Website: https://paxfinancialgroup.com/
Address: 270 N Loop 1604 E, Ste. 200
Contact: (210) 881-5700
Hours: Monday – Friday 8:30 AM–4:30 PM
Navigating major life events like retirement or business growth demands advice that goes well beyond standard stock picking.
PAX Financial Group positions its team as comprehensive life advisors, seamlessly combining investment management, financial planning, and insurance into one unified service.
They also offer a unique Biblically Responsible Investing option for clients looking to align their portfolios with their faith.
The firm utilizes a highly structured, four-step planning process to bring clarity to complex wealth transfer and tax scenarios. Because they use an investment committee, multiple certified professionals collaborate to build your disciplined, long-term strategy.
Keep in mind that their pricing model relies on ongoing Assets Under Management (AUM) fees. Paying an annual percentage between 0.5% and 2% can steadily erode your long-term returns compared to flat-fee alternatives.
I am pretty sure they do it for a greater purpose
At PAX Financial you get real VALUE. All the people who work there really care for the client. I can testify to all the love and care they put into everything they do. I am pretty sure they do it for a greater purpose! Keep up the good work! #PAXFAN
Sergio Luna, Google Review
They treat everyone like family
PAX is not just in the financial business, but also the teaching business. In the confusing world of investing, they take the time you need to review, explain, and care about your financial needs. No one at PAX is on commission and they treat everyone like family. I once told my advisor, “Thanks for spending so much time on this. I know I’m just small potatoes.” His response: “We love small potatoes!”
Todd Kounse, Google Review
5. Reliance Financial Partners
Website: https://reliancefinancialpartners.com/
Address: 6827 Camp Bullis Rd #402
Contact: 210 255 3040
Hours: Monday – Thursday 9 AM–5 PM, Friday 9 AM–3 PM
Transitioning out of the workforce introduces a completely new set of financial challenges centered around income generation and healthcare.
Reliance Financial Partners specializes heavily in this specific niche, offering a deeply focused approach for individuals nearing or already enjoying retirement.
Their proprietary planning system integrates a structured, five-pillar framework to manage taxes, legacy planning, and long-term security.
This dedicated focus is perfect for individuals seeking personalized strategies that are highly accessible and easy to understand.
As a cherry on top, they employ dedicated onboarding specialists to ensure a supportive, high-touch client experience from the very first discovery meeting.
While they offer extensive guidance, the firm does explicitly disclose potential conflicts of interest within their fee structure. You’ll also pay advisory and management costs regardless of whether your specific portfolio makes or loses money.
I know I’m in good hands
Reliance Financial Partners truly listened to me when I considered changing my life plan on short notice. They promptly delivered a thorough and customized financial plan to meet my goals. Although I stayed the course, I know I’m in good hands with Reliance Financial Partners’ sound planning, custom solutions and oversight of my needs now and in the future. I’m grateful to have a team that cares about me as an individual and not just the investment dollars I bring to the table.
Kim Rash, Google Review
Our financial future is secure
As a long time client, I am very pleased with the advice I’ve received concerning Life, Annuity, and Investment products. The firm has assisted me before and after my retirement. I feel that our financial future is secure as a result of our relationship.
Don MacDiarmid, Google Review
