Financial Life Advisors

Financial Life Advisors (CRD# 128502) is a financial advisory firm headquartered in San Antonio, TX. They manage $63,304,592 in 316 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $200,331
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Financial Life Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Benjamin D. Gurwitz
CRD#: 4702402
17300 Henderson Pass, Suite 240, San Antonio, TX 78232
96
Wealthminder
score

Benjamin Gurwitz (CRD# 4702402) is an Investment Advisor Representative working at Financial Life Advisors in San Antonio, TX and has over 13 years of experience in the finance industry. Benjamin Gurwitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James R. Oliver
CRD#: 4180382
17300 Henderson Pass, Suite 240, San Antonio, TX 78232
96
Wealthminder
score

James Oliver (CRD# 4180382) is an Investment Advisor Representative working at Financial Life Advisors in San Antonio, TX and has over 14 years of experience in the finance industry. James Oliver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Angel Melgoza
CRD#: 6122539
17300 Henderson Pass, Suite 240, San Antonio, TX 78232
93
Wealthminder
score

Angel Melgoza (CRD# 6122539) is an Investment Advisor Representative working at Financial Life Advisors in San Antonio, TX and has over 3 years of experience in the finance industry. Angel Melgoza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jeffrey R. Santana
CRD#: 6399311
17300 Henderson Pass, Suite 240, San Antonio, TX 78232
87
Wealthminder
score

Jeffrey Santana (CRD# 6399311) is an Investment Advisor Representative working at Financial Life Advisors in San Antonio, TX and has 1 year of experience in the finance industry.

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