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FINANCIAL LIFE ADVISORS
FINANCIAL LIFE ADVISORS LLC
CRD 128502 · SEC 801-111024
2338 N LOOP 1604 W, STE 311, SAN ANTONIO, TX, 78248, United States
Phone
210-918-8998
Fax
210-579-6615
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$366.3M
Discretionary AUM
$354.5M
Team
11 total employees; 8 advisory reps; 11 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $49.0M |
| High net worth individuals | 118 | $308.1M |
| Charitable organizations | 1 | $328K |
| Corporations/business entities | 1 | $8.9M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD