Firm
Financial Life Advisors
San Antonio, Texas
Fee-only
Financial Life Advisors at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 8 advisors are listed here; 6 of 8 hold the CFP.
- Its Form ADV reports 11 employees and 207 individual clients, 118 of them high net worth.
- Its average account is about $487,000 (assets it manages divided by its 752 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | San Antonio, Texas |
|---|---|
| Website | fladvisors.com |
| [email protected] | |
| Phone | (210) 918-8998 |
Financial Life Advisors fees
Financial Life Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, hourly, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $366 million |
| Individual clients | 89 |
| High-net-worth clients | 118 |
| Accounts managed | 752 |
| Employees | 11 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-111024) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 128502 |