Texas Financial Advisory

About Texas Financial Advisory

Texas Financial Advisory is a San Antonio-based investment advisory firm serving retail and institutional clients, including entrepreneurs. Public data indicates it delivers financial and investment planning alongside tax, estate, charitable, retirement-plan and insurance guidance, using portfolios built with fixed income, public funds and ETFs plus select alternatives (e.g., real estate/hedge funds). Filings show a fully non-discretionary model, with assets held at major custodians such as Schwab and Fidelity; the provided website content does not describe the advisory business.