As retirement draws near, choosing a trusted advisor can help bring clarity and peace of mind to your financial future. Whether you’re a business owner, working professional, or recent retiree, San Antonio offers a wide range of financial planning firms committed to helping individuals and families build and preserve their retirement goals.
Here are 10 retirement planning firms in San Antonio to consider:
1. Vannoy Advisory Group Inc.
Founded in 2007, Vannoy Advisory Group delivers independent, fee-only financial planning and investment services. With a 1:49 advisor-to-client ratio, they provide highly personalized retirement strategies grounded in academic research and a fiduciary standard.
Phone: 2105876433
Email: info@vannoyadvisorygroup.com
Address: 700 N St Marys St #1400, San Antonio, TX 78205
Website: http://www.vannoyadvisorygroup.com
2. KM Capital Management
Specializing in serving professional athletes and entertainers, KM Capital provides concierge-level retirement planning, portfolio management, and estate services. Their team of experts ensures that client strategies support long-term financial sustainability.
Phone: 2108288822
Email: mtracy@kmcapitalmgt.com
Address: 4040 Broadway, San Antonio, TX 78209
Website: http://www.kmcapitalmgt.com
3 Strategic Financial Concepts
SFC offers full-spectrum retirement planning nationwide, with services that include investments, insurance, and succession strategies. Their advisor team combines personal service with tactical market guidance for long-term results.
Phone: 2107377800
Email: kaylee@tnfa.net
Address: 901 NE Interstate 410 Loop, San Antonio, TX 78213
Website: https://www.sfcria.com
4. South Texas Wealth
Founded by Jeremy Sakulenzki, South Texas Wealth specializes in employer-sponsored retirement plans and private wealth strategies. Their research-driven investment process is tailored to help clients manage risk and optimize retirement outcomes.
Phone: 2109607899
Email: jeremy@southtexaswealth.com
Address: 8000 I-10 #920, San Antonio, TX 78230
Website: http://www.southtexaswealth.com
5. Terra Stone Wealth Management
Led by a Chartered Retirement Planning Counselor, Terra Stone creates tailored plans for retirement income, charitable giving, business succession, and insurance. They emphasize personal service and long-term wealth preservation.
Phone: 2102165710
Email: matt@terrastonewealth.com
Address: 19419 Terra Stone, San Antonio, TX 78255
Website: http://terrastonewealth.com
6. PlanWell Private Wealth Services
PlanWell offers a client-first approach to life insurance and long-term care planning. With over 20 years of experience, they help clients protect what matters most by focusing on retirement security and personalized risk management.
Phone: 2107143730
Email: richard@planwellpws.com
Address: 14607 San Pedro Ave #290, San Antonio, TX 78232
Website: https://www.planwellpws.com
7. Money Concepts
Serving clients through independent advisors globally, Money Concepts provides retirement, investment, and business financial solutions. Their advisor support model is rooted in “Committed Benevolent Interest,” ensuring client-focused care.
Phone: 3232480747
Email: opportunity@moneyconcepts.com
Address: 85 NE Interstate 410 Loop, San Antonio, TX 78216
Website: http://moneyconcepts.com
8. Independent Wealth Consultants (IWC)
Serving clients across Texas since 2007, IWC offers retirement planning, tax strategies, investment advice, and cash flow planning. Their independent structure and fiduciary focus help clients make confident financial decisions with clarity.
Phone: 2107143020
Email: iwc@iwcteam.com
Address: 13333 Blanco Rd Suite 116, San Antonio, TX 78216
Website: http://www.iwcteam.com
9. Money Managers Inc
Money Managers in Central Texas is a financial advisory firm dedicated to providing personalized investment management and financial planning services to individuals, families, and businesses throughout Central Texas. With a client-centric approach, the firm emphasizes tailored strategies that align with each client’s unique financial goals and circumstances. Their services encompass a broad spectrum of financial needs, including retirement planning, wealth management, and estate planning. Committed to transparency and integrity, Money Managers in Central Texas strives to build lasting relationships by delivering consistent, high-quality financial guidance.
Phone: 2103499494
Email: rreinagel@moneymanagersinctx.com
Address: 15303 Huebner Rd Bldg. 10, San Antonio, TX 78230
Website: http://www.moneymanagersinctx.com/
10. Mission Advisors
Mission Advisors is a San Antonio-based investment advisory firm specializing in long-term energy-focused investments. Founded in 2003 by veteran hedge fund manager Dana McGinnis, the firm manages portfolios comprising publicly traded energy securities, Master Limited Partnerships (MLPs), and royalty/mineral rights. With over 40 years of expertise in global markets and the energy sector, Mission Advisors serves institutional investors, family offices, and high-net-worth individuals seeking pure energy investments. The firm’s approach combines deep industry insight with a commitment to superior long-term returns and personalized client service.
Phone: 2103232000
Email: info@missionadv.com
Address: Weston Centre, San Antonio, TX 78205
Website: https://missionadv.com/
Whether you’re looking to roll over a 401(k), create retirement income, or plan a legacy for your family, San Antonio’s retirement planners offer a variety of services to meet your needs. Explore these firms to find the guidance and partnership that aligns with your goals.
Showcase your recognition by adding our award badge to your website! Simply copy the code below and embed it on your site to highlight your achievement.
