Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in San Antonio, TX
Every SEC-registered financial advisor at a firm office in San Antonio who lists the Certified Financial Planner designation, A to Z.
187 CFP professionals work in San Antonio; the most are at LPL Financial LLC (11). 116 are also registered broker representatives.
CFP advisors in San Antonio, A to Z
Every advisor in San Antonio →- Guy M. AcerraAmeriprise Financial Services, LLC · Certified Financial Planner
- David S. AkrightCaptrust · Certified Financial Planner, Chartered Financial Consultant
- Charles B. AllisonM. E. Allison & Co., Inc. · Certified Financial Planner
- Christopher R. AllisonM. E. Allison & Co., Inc. · Certified Financial Planner
- Jason N. AlvaradoNorthwest Capital Management Inc. · Certified Financial Planner
- David K. AlvarezPax Financial Group · Certified Financial Planner
- James R. AndersonEdward Jones · Certified Financial Planner
- Gilbert M. AraizaFrost Investment Services · Certified Financial Planner
- Sanda E. BaileyAmeriprise Financial Services, LLC · Certified Financial Planner
- Marco O. BarajasEdward Jones · Certified Financial Planner
- Benjamin R. BeecherLPL Financial LLC · Certified Financial Planner
- Joshua A. BlackFrost Investment Services · Certified Financial Planner
- Srdjan BlumTitleist Asset Management, LLC · Certified Financial Planner
- Roy B. BlyTitleist Asset Management, LLC · Certified Financial Planner
- Clayton BooneWorld Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Kevin S. BoriackCharles Schwab & Co., Inc. · Certified Financial Planner
- Robert S. BowermanTlwm Financial · Certified Financial Planner
- Stephen M. BreigWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Robert E. BurksFrost Investment Services · Certified Financial Planner
- Mitchell A. ByrumS Harris Financial Group, LLC · Certified Financial Planner
- Jacob K. CampbellPax Financial Group · Certified Financial Planner
- David O. CarlockKestra Private Wealth Services, LLC · Certified Financial Planner
- Kristin R. CarltonSavant Wealth Management · Certified Financial Planner
- Patrick M. CarneyRaymond James & Associates, Inc. · Certified Financial Planner
- John M. CarrCarr Consulting P.A. · Certified Financial Planner
- Jocelyn CatesEdward Jones · Certified Financial Planner
- Heather F. CaussadeCaptrust · Certified Financial Planner
- John K. ChanIndependence Wealth Group · Certified Financial Planner
- Brittany L. ChapmanDistrict Capital Management, LLC · Certified Financial Planner
- David J. ChapmanSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Ian P. ChaseRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Michael R. Chase Jr.Mariner · Certified Financial Planner
- Misty B. ChernissAsendo Wealth Advisory · Certified Financial Planner
- David J. ClappEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Kent ClarkStrategic Advisers LLC · Certified Financial Planner
- Maxwell C. ClarkLPL Financial LLC · Certified Financial Planner
- Zachary M. ClarkCetera Investment Advisers LLC · Certified Financial Planner
- Francisco J. CoronaCapital Client Group, Inc. · Certified Financial Planner
- Stephen J. Coulter Jr.Titleist Asset Management, LLC · Certified Financial Planner
- Daniel M. CritesMorgan Stanley · Certified Financial Planner
- Spencer D. CrowEdelman Financial Engines · Certified Financial Planner
- Helen DaoStirlingshire Investments · Certified Financial Planner
- Timothy J. Davies Jr.Edward Jones · Certified Financial Planner
- David J. DecorrevontStrategic Advisers LLC · Certified Financial Planner
- Patrick F. DempseyCommonwealth Financial Network · Certified Financial Planner
- Logan W. DietelCornermen Financial, LLC · Certified Financial Planner
- Brad A. DobsonBest Invest · Certified Financial Planner
- Tess L. DowningComplete View Financial LLC · Certified Financial Planner
- Brandon P. DuboseEdward Jones · Certified Financial Planner
- Amanda M. DuranOsaic Wealth, Inc. · Certified Financial Planner
- John D. EadieCaptrust · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- John M. EatonAvior Wealth Management, LLC · Certified Financial Planner
- Lorin ElizaldeCapital Client Group, Inc. · Certified Financial Planner
- Ryan S. ElkinsAvior Wealth Management, LLC · Certified Financial Planner
- Jason G. EspalinCharles Schwab & Co., Inc. · Certified Financial Planner
- Rosa A. EstradaCaptrust · Certified Financial Planner
- Macdonald C. EtugboUsaa Investment Services Company · Certified Financial Planner, Chartered Financial Consultant
- John E. FararCharles Schwab & Co., Inc. · Certified Financial Planner
- Jason C. FlintCetera Investment Advisers LLC · Certified Financial Planner, Personal Financial Specialist
- Paul K. Foley Jr.LPL Financial LLC · Certified Financial Planner
- John B. FrahmEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Kirk W. FrancisFinancial Life Advisors · Certified Financial Planner
- Adam G. FreyIndependent Financial Partners · Certified Financial Planner
- Matthew R. FrostQuotient Wealth Partners, LLC · Certified Financial Planner
- Daniel FuentesUsaa Investment Services Company · Certified Financial Planner, Chartered Financial Consultant
- Miles T. Fuquay1900 Wealth · Certified Financial Planner
- Alicia A. FuschakAvid Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas J. GallagherMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Anthony GarciaAmeriprise Financial Services, LLC · Certified Financial Planner
- Charles R. Garcia Jr.Pax Financial Group · Certified Financial Planner
- Jeanne M. GloriosoFrost Investment Services · Certified Financial Planner
- Innis D. GloverFrost Investment Services · Certified Financial Planner
- Brisa GonzalesRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Edward V. Gonzales Jr.Schwab Wealth Advisory, Inc. · Certified Financial Planner
- Alan N. GonzalezMorgan Stanley · Certified Financial Planner
- Kevin N. GrayEquitable Advisors, LLC · Certified Financial Planner
- Samuel P. GrusendorfCommonwealth Financial Network · Certified Financial Planner
- Benjamin D. GurwitzFinancial Life Advisors · Certified Financial Planner
- Samuel J. HaagerS Harris Financial Group, LLC · Certified Financial Planner
- Marijean HansenLPL Financial LLC · Certified Financial Planner
- Bradford T. HardyCorient · Certified Financial Planner
- Robert T. HarlanLPL Financial LLC · Certified Financial Planner
- Stephanie A. HarrisS Harris Financial Group, LLC · Certified Financial Planner
- Steven P. HartStrategic Advisers LLC · Certified Financial Planner
- Andrew S. HedrickEdelman Financial Engines · Certified Financial Planner, Chartered Financial Consultant
- Joshua S. HeidenAvior Wealth Management, LLC · Certified Financial Planner
- Pedro HeroMutual Advisors, LLC · Certified Financial Planner
- Jeffrey T. HigginsIndependent Financial Partners · Certified Financial Planner
- David M. HillnerKindred Peak Wealth Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Ty C. HodgesLPL Financial LLC · Certified Financial Planner
- Mark N. HoganSnowden Capital Advisors LLC · Certified Financial Planner
- Aaron G. HolderGwn Securities Inc. · Certified Financial Planner
- Danny L. HolderTlwm Financial · Certified Financial Planner
- Tanya L. HolmesleyUsaa Investment Services Company · Certified Financial Planner
- William E. HrynyshynUBS Financial Services Inc. · Certified Financial Planner
- Joshua J. HussongFinancial Life Advisors · Certified Financial Planner
- Alejandro G. IretaSwbc Investment Company · Certified Financial Planner
- Katherine E. JaskiniaForvis Mazars Wealth Advisors, LLC · Certified Financial Planner
- Sergio Jimenez-GudinoPark Avenue Securities LLC · Certified Financial Planner
- Bradley W. JohnsonSanctuary Advisors, LLC · Certified Financial Planner
- Robert N. JohnsonAlamo Advisors, LP · Certified Financial Planner, Personal Financial Specialist
- Michael D. JohnstonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- C. E. JonesEdward Jones · Certified Financial Planner
- Johnathan L. KaczykCharles Schwab & Co., Inc. · Certified Financial Planner
- Eric I. KalaAvid Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Joshua KerchevilleKercheville Advisors LLC · Certified Financial Planner
- Daniel P. KingS Harris Financial Group, LLC · Certified Financial Planner
- Jamin C. KirkwoodSecure Financial Management · Certified Financial Planner
- Cameron R. KnightSwbc Investment Company · Certified Financial Planner
- Marcus LaguardiaUsaa Investment Services Company · Certified Financial Planner
- Victor J. LarsenLarsen Financial Management · Certified Financial Planner
- Donald R. Laurence Jr.Naviant Partners, LLC · Certified Financial Planner
- David D. LevenhagenWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Analyst
- Paul LewisUBS Financial Services Inc. · Certified Financial Planner
- Sven LianeStrategic Advisers LLC · Certified Financial Planner
- Dennis N. MainardOsaic Wealth, Inc. · Certified Financial Planner
- Christopher J. MannTitleist Asset Management, LLC · Certified Financial Planner
- Ramiro MarmolejoWealth Watch Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Kevin M. MartinMariner · Certified Financial Planner
- Victoria E. MartinezCommonwealth Financial Network · Certified Financial Planner
- Christopher B. MasseyFrost Investment Services · Certified Financial Planner
- Brent C. McCraryOsaic Wealth, Inc. · Certified Financial Planner
- Jacob A. McDonaldSecure Financial Management · Certified Financial Planner
- Scott R. McMillianSendero Wealth Management, LLC · Certified Financial Planner
- David D. McNallyMcNally Financial Services Corporation · Certified Financial Planner
- Daniel MeisenheimerCharles Schwab & Co., Inc. · Certified Financial Planner
- Angela M. MelchorPNC Wealth Management LLC · Certified Financial Planner
- Angel MelgozaFinancial Life Advisors · Certified Financial Planner
- Craig S. MillerFrost Investment Services · Certified Financial Planner
- Wesley A. MlcakFirst Command Advisory Services · Certified Financial Planner
- Kevin P. MooreCommonwealth Financial Network · Certified Financial Planner
- Thomas E. MooreTitleist Asset Management, LLC · Certified Financial Planner
- Christine MorrisonCaptrust · Certified Financial Planner
- David W. NashMagister Wealth · Certified Financial Planner, Chartered Financial Analyst
- Jacob G. NunoCommonwealth Financial Network · Certified Financial Planner
- Elizabeth A. OlneyEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- James R. OrthCapital Client Group, Inc. · Certified Financial Planner
- Dana M. Palasota JonesWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Lynda C. PaulSound Money Management, Inc. · Certified Financial Planner
- Andrew PazStrategic Advisers LLC · Certified Financial Planner
- Enzo T. Pellegrino Jr.Tlwm Financial · Certified Financial Planner
- Daniel W. PetersonAlamo Advisors, LP · Certified Financial Planner, Personal Financial Specialist
- Richard A. PoligalaLPL Financial LLC · Certified Financial Planner
- Shane D. PriceCaptrust · Certified Financial Planner
- Lee A. PrzybylaSendero Wealth Management, LLC · Certified Financial Planner
- Kevin S. RademacherLifetime Financial Planners LLC · Certified Financial Planner
- Christopher RawsonTitleist Asset Management, LLC · Certified Financial Planner
- Christopher G. ReddickChris Reddick Financial Planning · Certified Financial Planner
- Daniel J. ReinkeAvid Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Geraldo S. ReyesLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Jason L. RiceWells Fargo Clearing Services, LLC · Certified Financial Planner
- Paul D. RiskusSchwab Wealth Advisory, Inc. · Certified Financial Planner
- John J. Rizzo Jr.Alamo Advisors, LP · Certified Financial Planner
- Joseph G. RodriguezTransamerica Financial Advisors, LLC · Certified Financial Planner
- Douglas SchroederWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Matthew A. SchwegmanComposedpro, Inc. · Certified Financial Planner
- Gary B. ScottUBS Financial Services Inc. · Certified Financial Planner
- Stephen C. ScottMorgan Stanley · Certified Financial Planner
- Qing SelbyRelyon Financial Advisors, LLC · Certified Financial Planner
- Susanne SernaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Laura L. SimpsonPax Financial Group · Certified Financial Planner
- January H. Smith IVJanus Financial Planning, LLC · Certified Financial Planner
- Michelle R. SnyderAssetfusion · Certified Financial Planner
- Stephen R. SpearsAmeriprise Financial Services, LLC · Certified Financial Planner
- David L. StevensTexas Capital Bank Private Wealth Advisors · Certified Financial Planner
- Mary E. StorkUsaa Investment Services Company · Certified Financial Planner
- Roger G. StukkiePax Financial Group · Certified Financial Planner, Chartered Financial Consultant
- Jerrod R. SummersStone Wall Financial · Certified Financial Planner
- Jason H. ThomasJt Wealth Management · Certified Financial Planner
- Jon T. ThompsonLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Scott C. ThompsonLPL Financial LLC · Certified Financial Planner
- Ernest J. TrevinoWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Christopher N. TrubAvior Wealth Management, LLC · Certified Financial Planner
- John A. TruselaAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Raul ValenciaJ.P. Morgan Securities LLC · Certified Financial Planner
- Ryan P. Van EmmerikSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Betty M. VargasLPL Financial LLC · Certified Financial Planner
- Roger A. VersteegSwbc Investment Company · Certified Financial Planner, Chartered Financial Consultant
- David WangCharles Schwab & Co., Inc. · Certified Financial Planner
- Matthew J. WebberCharles Schwab & Co., Inc. · Certified Financial Planner
- Thomas M. WelchFrost Investment Services · Certified Financial Planner
- Stewart T. WernerKestra Private Wealth Services, LLC · Certified Financial Planner
- Philip A. White Jr.Inflection Financial · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Teresa J. WhiteMoney Managers, Inc. · Certified Financial Planner
- Michelle L. WoodEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey D. WrightMorgan Stanley · Certified Financial Planner
- Sergei A. ZweibachSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in San Antonio
LPL Financial LLC 11Edward Jones 10Frost Investment Services 8Charles Schwab & Co., Inc. 7Captrust 6Titleist Asset Management, LLC 6Ameriprise Financial Services, LLC 5Commonwealth Financial Network 5Pax Financial Group 5Schwab Wealth Advisory, Inc. 5Strategic Advisers LLC 5Usaa Investment Services Company 5Wells Fargo Advisors Financial Network, LLC 5Avior Wealth Management, LLC 4Financial Life Advisors 4
CFP advisors in other Texas cities
All of Texas →Houston 620Dallas 565Austin 545Plano 259Fort Worth 193Westlake 153The Woodlands 87Southlake 58Frisco 57Sugar Land 44Lubbock 40Richardson 33Georgetown 32Addison 31Allen 29McKinney 29Katy 28Arlington 27College Station 25Amarillo 23El Paso 22Flower Mound 22New Braunfels 22Round Rock 22
Questions
How many CFP financial advisors are in San Antonio, TX?
187 SEC-registered investment adviser representatives at firm offices in San Antonio, Texas list the CFP designation; LPL Financial LLC employs the most of them (11).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in San Antonio?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.