Financial Life Advisors LLC
Legal Name: FINANCIAL LIFE ADVISORS LLC
Full Contact Details
Other Info
Financial Life Advisors LLC is legally known as FINANCIAL LIFE ADVISORS LLC. It is a TX Limited Liability Company. This firm has 11 employees, of which 8 are employees in advisory roles. It serves 14 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Aug 17, 2017.
Financial Life Advisors - Financial Life Advisors | Fee-Only Financial Planning - San Antonio, TX
Financial Services Retirement Planning Tax Strategies Investment Analysis Estate Planning Insurance Consulting 401(k) Fiduciary Consulting Business and Exit Planning Who We Are Who We Serve Contact Us Complimentary Consultation Resources Meet Us Client Login Financial Services Retirement Planning Ta…
Financial Life Advisors - Financial Life Advisors | Fee-Only Financial Planning - San Antonio, TX
Financial Services Retirement Planning Tax Strategies Investment Analysis Estate Planning Insurance Consulting 401(k) Fiduciary Consulting Business and Exit Planning Who We Are Who We Serve Contact Us Complimentary Consultation Resources Meet Us Client Login Financial Services Retirement Planning Ta…
Financial Life Advisors - Financial Life Advisors | Fee-Only Financial Planning - San Antonio, TX
Financial Services Retirement Planning Tax Strategies Investment Analysis Estate Planning Insurance Consulting 401(k) Fiduciary Consulting Business and Exit Planning Who We Are Who We Serve Contact Us Complimentary Consultation Resources Meet Us Client Login Financial Services Retirement Planning Ta…
Financial Life Advisors - Financial Life Advisors | Fee-Only Financial Planning - San Antonio, TX
Financial Services Retirement Planning Tax Strategies Investment Analysis Estate Planning Insurance Consulting 401(k) Fiduciary Consulting Business and Exit Planning Who We Are Who We Serve Contact Us Complimentary Consultation Resources Meet Us Client Login Financial Services Retirement Planning Ta…
Direct Owners
-
BENJAMIN DAVID GURWITZ
COO owns less than 5%
-
KFBG HOLDINGS, LLC
SHAREHOLDER owns 75% or more
-
KIRK WARREN FRANCIS
CEO, CCO owns less than 5%
Firms Located Nearby
Top Holdings
- ISHARES $20,822k
- ISHARES TR CORE MSCI EAFE $17,211k
- ISHARES TR S&P 500 VAL ETF $13,025k
- ISHARES TR S&P 500 GRWT ETF $12,093k
- VANGUARD SCOTTSDALE FDS $11,101k
- ISHARES TR JPMORGAN USD EMG $7,699k
- ISHARES TR 20 YR TR BD ETF $7,640k
- Schwab US Tips ETF (SCHP) $6,773k
- ISHARES INC CORE MSCI EMKT $5,804k
- ISHARES TR $5,585k