RIA Intelligence

FINANCIAL LIFE ADVISORS LLC

Legal name: FINANCIAL LIFE ADVISORS

CRD #128502 SEC #801-111024 SAN ANTONIO, TX 210-918-8998
SEC Registered
Total AUM
$345.8M
Discretionary
$292.5M
Employees
11
Clients
101
Accounts
710

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 12, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEO, CCONA Control
FRANCIS, KIRK, WARRENICEONA Control
FRANCIS, KIRK, WARRENICEONA Control
FRANCIS, KIRK, WARRENICEONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDICOONA Control
GURWITZ, BENJAMIN, DAVIDIPARTNERNA Control
GURWITZ, BENJAMIN, DAVIDIPARTNERNA Control
GURWITZ, BENJAMIN, DAVIDIPARTNERNA Control
GURWITZ, BENJAMIN, DAVIDIPARTNERNA Control
GURWITZ, BENJAMIN, DAVIDIPARTNERNA Control
MORRIS, NATHANIEL, ADAMICCONA
MORRIS, NATHANIEL, ADAMICCONA
MORRIS, NATHANIEL, ADAMICCONA
KFBG HOLDINGS, LLCDESHAREHOLDERE
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
KFBG HOLDINGS, LLCDESHAREHOLDERE Control
GURWITZ, BENJAMIN, DAVIDIMEMBER, COOD Control
FRANCIS, KIRK, WARRENIMEMBER, CEO, CCOC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
GURWITZ, BENJAMIN, DAVIDIKFBG HOLDINGS, LLCD Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control
FRANCIS, KIRK, WARRENIKFBG HOLDINGS, LLCC Control

Registrations

Federal

IA
Nov 12, 2025 REGISTERED

Notice Filings (2)

NH TX

Address

2338 N LOOP 1604 W
STE 311
SAN ANTONIO, TX 78248
United States
Phone: 210-918-8998