Scott Leavitt
Financial Life Advisors · San Antonio, Texas
Scott Leavitt is a fee-only financial advisor at Financial Life Advisors in San Antonio, Texas, who holds the CFP and CPA credentials. Scott charges a percentage of assets, hourly fees and a one-time planning fee (typically works with clients with $1,000,000 or more) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Financial Life Advisors |
|---|---|
| Based in | San Antonio, Texas |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $366.3M across 752 accounts |
| Credentials | CFP · CPA |
| Firm size | 11 employees |
| Website | fladvisors.com |
How Scott'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 Scott
Is Scott Leavitt a fee-only financial advisor?
Yes. Scott Leavitt is listed in the NAPFA directory (NAPFA admits only fee-only advisors).
How does Scott charge for financial advice?
Scott charges a percentage of assets, hourly fees and a one-time planning fee.
How much does Scott charge?
According to Financial Life Advisors's website, checked October 28, 2026: typically works with clients with $1,000,000 or more.
Where is Scott Leavitt based?
Scott Leavitt is based in San Antonio, Texas.
What does Scott specialize in?
Scott's specialties include retirement planning, tax planning and estate & legacy planning. Scott works with pre-retirees.
What credentials does Scott Leavitt hold?
Scott Leavitt holds the CFP and CPA credentials.
How much does Financial Life Advisors manage?
Financial Life Advisors reports $366.3M across 752 accounts in assets under management.
How do I contact Scott Leavitt?
Through Scott's website, fladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Antonio
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Financial Life Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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