FINANCIAL LIFE ADVISORS
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
FINTRXOverview
Financial Life Advisors is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management for individuals, small businesses and institutions. Its fee model includes a percentage-of-AUM component alongside hourly and fixed-fee arrangements, reflecting a mix of retainer and asset-based billing. The firm is not marketed as a capital allocator and does not identify as an ESG-focused manager. It operates under a domestic entity/individual ownership structure and reports standard advisory activities rather than pension consulting or related-adviser services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities3%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
2 of 2KIRK FRANCIS
CEO & PartnerCRD 840623
NATHANIEL MORRIS
Chief Client Experience OfficerCRD 4657148
Contacts
3 of 4JOSHUA HUSSONG
Associate Financial PlannerCRD 5797604
BENJAMIN GURWITZ
PartnerCRD 4702402
KIMBERLY NOURIE
Personal Financial PlannerCRD 3233900
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$385M in ETFs
87%
$335M
13%
$50.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $40.8M | 361,009 | 10.59% |
Location
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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