Financial Life Advisors

RIASEC RegisteredEst. 2017

Total AUM

$366M

Discretionary

$355M

97% of AUM

Avg account

$487K

Accounts

752

Employees

Advisory reps

Firm details

Headquarters: San Antonio, Texas
CRD number: 128502
Registered since: August 17, 2017
Website: fladvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI84.12%
Individuals13.37%
Corporations / Businesses2.42%
Charitable Organizations0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Financial Life Advisors is an independent registered investment adviser formed as an LLC and registered with the SEC in 2017. The firm serves both individual and family clients as well as institutional and business clients, offering a mix of financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, indicating flexibility for both ongoing portfolio management relationships and project-based planning work. The adviser does not position itself as a capital allocator; instead it relies on external managers when pursuing alternative strategies. It is not an active ESG investor and is not registered as a multi-state adviser. Ownership is listed as domestic entity/individual rather than being part of a larger broker-dealer or wealth platform.