FINANCIAL LIFE ADVISORS LLC

FINANCIAL LIFE ADVISORS LLC of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 128502). Regulatory assets under management: $366.3M.

Registration

• CRD: 128502
• SEC file number: 801-111024
• Type: Registered investment adviser
• Location: 2338 N LOOP 1604 W, STE 311, SAN ANTONIO, TX, 78248
• Phone: 210-918-8998
• Latest filing: 2026-03-18
• Regulatory AUM: $366.3M
• Discretionary AUM: $354.5M
• Non-discretionary AUM: $11.8M
• Clients: 11
• Accounts: 752

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128502 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search