Financial Life Advisors

Financial Life Advisors is a Texas-based firm established on November 21, 2003, offering comprehensive financial planning, consulting, and investment management services to various clients, including individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Services provided encompass financial planning, tailored investment portfolios, retirement planning, risk management, and more. Clients must enter into written agreements detailing services and fees. The firm manages over $345 million in client assets, both on a discretionary and non-discretionary basis. Fee structures vary based on models, with fees ranging from $2,000 to $10,000 for personal planning services. FLA does not participate in wrap-fee programs and does not charge performance-based fees. The firm's investment strategies include fundamental, technical, and cyclical analysis, with a focus on long-term purchases and trading. FLA does not have any disciplinary information to disclose and does not receive client referrals. The firm has custody of some client assets for fee collection purposes and does not vote client proxies. Clients grant FLA discretionary authority for investment decisions, and the firm does not require prepayment of fees exceeding $1,200 per client.