Michelet Financial brings Fortune-500 financial discipline to San Antonio families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
San Antonio's business owners, military retirees, and professionals benefit from tax-aware planning in a no-state-income-tax state.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving San Antonio investors and Bexar County.
Comprehensive planning for San Antonio households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for San Antonio professionals and owners preparing for the next chapter.
Stone Oak and Alamo Heights clients get integrated tax-and-investment strategy with flat-fee transparency.
Yes - we work with clients throughout San Antonio and the surrounding South Central Texas, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Call (225) 396-5511 today.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
San Antonio's economy spans military, healthcare, finance (USAA), and a growing cybersecurity and manufacturing base. Military and corporate families benefit from retirement-account and benefits-coordination planning.
Texas has no state income tax, so San Antonio planning centers on federal strategy and business structure. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our San Antonio, TX clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.