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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FoundationPioneer +more
- Established Date
- 10-23-2008
- Office Locations
- 1
Office Locations
About Financial Life Advisors
Financial Life Advisors is a San Antonio-based, fee-only fiduciary planning firm serving professionals, families, pre-retirees, and business owners. The team leads with a comprehensive financial plan, then implements and manages portfolios with an emphasis on tax-efficient investing, retirement planning, and ongoing guidance. Client accounts are custodied at Charles Schwab, and the firm publishes a Wealth & Retirement Roadmap to support education.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KIRK WARREN FRANCIS
Advisor
- CRD
- #840623
- Ownership
- 10% but less than 25%
KIMBERLY ANN NOURIE
Advisor
- CRD
- #3233900
- Ownership
- 5% but less than 10%
Capital matrix
Beacon ember ridge
- CRD
- #50191
- Ownership
- 32.1%
Showing 2 of 4 owners & executives
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JOSHUA JAMES HUSSONG
Associate Financial Planner
- CRD
- #5797604
MICHAEL EDWARD LAMPE
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- CRD
- #4193581
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $354,540,023 | $481,712 |
| Non-Discretionary | $11,785,820 | $736,614 |
| Total | $366,325,843 | $487,135 |
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Separately Managed Accounts
Total SMA Asset: $366,325,843
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,321,468,160 | 15.8% |
| Equity - Exchange | $3,077,849,892 | 36.8% |
| Cash | $3,178,214,563 | 38.0% |
| Other | $786,189,918 | 9.4% |
| Total | $8,363,722,533 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY RADIAL FRONTIER | VECTOR ATLAS | R544M9YV2 | JAWS | 3.42% | $48,280,983 |
| PRIME MERIDIAN | DELTA HARBOR | VS4HCJH9Y | TKPFI | 8.46% | $105,124,259 |
| VITAL VALUE MATRIX | BEACON VALUE | Q0W13UM9X | SWA | 8.58% | $2,650,495 |
| SIGNAL HARBOR | MATRIX MOMENTUM | 4ALVN3D0E | TRFLS | 5.67% | $42,004,637 |
| WAVE TIMBER VITAL | BRIDGE MATRIX | 2O7CAU24G | TNBOI | 6.19% | $86,577,333 |
| PEAK LEGACY | VITAL VERTEX | QBJ9W7LWV | QICP | 12.43% | $75,002,461 |
| WAVE TIMBER PRIME | OAK OPTIMA | C28KFQ4Z2 | EMDY | 5.31% | $71,396,713 |
| FOCUS LEGACY | FUSION ALPHA | I5VX6FKG4 | UJXFB | 2.24% | $88,536,097 |