Angel Melgoza
Financial Life Advisors · San Antonio, Texas
Angel Melgoza is a fee-only financial advisor at Financial Life Advisors in San Antonio, Texas, who holds the CFP credential. Financial Life Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Life Advisors |
|---|---|
| Based in | San Antonio, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $366.3M across 752 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6122539 |
| Exams passed | Series 63 (2020) · Series 65 (2013) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.financiallifeadvisers.com |
How Angel's firm compares
- Financial Life Advisors's average account is about $487,000, from its Form ADV (assets managed divided by 752 accounts).
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Questions about Angel
Is Angel Melgoza a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Angel holds no broker registration, and Financial Life Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Angel charge for financial advice?
Angel's firm, Financial Life Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Angel Melgoza based?
Angel Melgoza is based in San Antonio, Texas.
What credentials does Angel Melgoza hold?
Angel Melgoza holds the CFP credential.
Is Angel Melgoza registered with the SEC?
Yes. Angel Melgoza is registered as an investment adviser representative in TX (CRD 6122539), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Life Advisors manage?
Financial Life Advisors reports $366.3M across 752 accounts in assets under management.
How do I contact Angel Melgoza?
Through Angel's website, www.financiallifeadvisers.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Antonio
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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