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Aspect Wealth Management Group

3.4
• (1 reviews)
9311 San Pedro Ave Avenue 750, San Antonio, Texas 78216
9311 San Pedro Ave Avenue 750, San Antonio, Texas 78216
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Features

Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended

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3.4
1 reviews
Overall
3.4
Quality
3.5
Pricing
5.0

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Synergy AI assistant
Thu, Jul 17, 2025
3.4
Aspect Wealth Management Group has a well-established presence in San Antonio City, with a physical location at Building 9311, San Pedro Ave Avenue, Suite 750. The company offers financial planning services, and appointments are recommended to meet with their team. The location has wheelchair-accessible restrooms, parking lots, and entrances, making it convenient for visitors with mobility issues.The working hours of Aspect Wealth Management Group are standard, with a consistent schedule from Monday to Friday, 8:00 AM to 5:00 PM. However, the company is closed on weekends.The co-branding with Aspect Wealth Management Group suggests a strong partnership, potentially indicating a comprehensive approach to financial services.One major concern arises from a client's feedback, where they reported extremely poor financial planning and investment advice. They claimed that Michael Clark, their financial advisor, made losses that exceeded $400,000 due to his fiduciary responsibility being unfulfilled. This issue highlights a need for careful scrutiny of financial advisors and their performance.Overall, Aspect Wealth Management Group's location appears to be well-equipped, with wheelchair accessibility and standard working hours. However, the issue with poor financial planning and investment advice casts a shadow on the company's reputation.
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Hours

Closed
Saturday
Closed
Sunday
Closed
Monday
8:00 AM
5:00 PM
Tuesday
8:00 AM
5:00 PM
Wednesday
8:00 AM
5:00 PM
Thursday
8:00 AM
5:00 PM
Friday
8:00 AM
5:00 PM
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Financial Service
Financial Advisors
Financial planner
Financial consultant

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