Kercheville Advisors
47yrs
Top advisor by experience in San Antonio
19yrs
Ronald Eckert has worked in the financial industry for 19 years and is a fiduciary financial advisor based in San Antonio, Texas. After two years at Fidelity Personal and Workplace Advisors and two years at USAA Financial Planning Services, Ronald joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 1848 advisors with offices in San Antonio, and one of 1668 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?Top 18% by experience at Strategic Advisers
OfficeSan Antonio, TX
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Apr 2023 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2008 – 2010USAA Financial Planning ServicesPreviously
Contact Ronald
San Antonio, TXOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MAIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ronald
Tailored to Ronald’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ronald
How do I contact Ronald?
Call Strategic Advisers at (617) 563-7000 and ask for Ronald Eckert. Ronald works from the San Antonio, TX office.
How long has Ronald been a financial advisor?
Ronald has been in the industry since 2008, about 19 years. Top 18% by experience at Strategic Advisers.
What licenses does Ronald hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ronald a fiduciary?
Ronald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ronald paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Ronald for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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