Financial Life Advisors

RIASEC Registered
Total AUM
$366M
Discretionary
$355M
97% of AUM
Avg account
$487K
Accounts
752
Employees
11
Advisory reps
7

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, LLC-structured registered investment adviser that registered with the SEC in 2017. The firm serves both individual and family clients as well as institutional relationships, offering a mix of financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutions. Its fee schedules include AUM-based fees, hourly charges, and fixed fees. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 95%, Exchange Traded Equities 3%, Cash & Cash Equivalents 1%, Other 1%95%
  • Public Funds/Mutual Funds95%
  • Exchange Traded Equities3%
  • Cash & Cash Equivalents1%
  • Other1%

Owners & executives

2 of 2
  • Kirk Francis

    Kirk Francis

    CEO & PartnerCRD 840623

  • Nathaniel Morris

    Nathaniel Morris

    Chief Client Experience OfficerCRD 4657148

Contacts

3 of 5
  • Joshua Hussong

    Joshua Hussong

    Associate Financial PlannerCRD 5797604

  • Benjamin Gurwitz

    Benjamin Gurwitz

    PartnerCRD 4702402

  • Kimberly Nourie

    Kimberly Nourie

    Personal Financial PlannerCRD 3233900

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 57

Active vs passive

$405M in ETFs

Passive

83%

$336M

Active

15%

$69.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES S&P 500 GROWTH ETF (IVW)BlackRockPassiveLarge Growth$48.1M338,40811.88%
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Location

Primary office

San Antonio, TX

Bexar

Location

San Antonio, TX

Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
Bexar
Address
2338 N Loop 1604 W
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth