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FINANCIAL LIFE ADVISORS
14607 San Pedro Ave.
Suite 190
San Antonio, Texas 78232
Tel: 210-918-8998
About FINANCIAL LIFE ADVISORS
FINANCIAL LIFE ADVISORS, formally registered with the SEC as FINANCIAL LIFE ADVISORS. The firm was established in 08/17/2017. They have over 1 offices throughout the country.
FINANCIAL LIFE ADVISORS is a San Antonio, Texas based Financial Planning firm with nearly $345,754,163 assets under management, offering retirement planning & investment advisory services to 710 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 128502 |
| SEC# | 801-111024 |
| Assets Managed by Firm | $345,754,163 |
| No. of Clients | 710 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 710 | $345,754,163 |
| Individuals (other than high net worth individuals) | 82 | $37,909,021 |
| High net worth individuals | 117 | $259,653,360 |
| Pension and profit sharing plans | 18 | $40,295,478 |
| Charitable organizations | 1 | $330,411 |
| Corporations or other businesses | 1 | $7,565,893 |
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