CRD: 148573
Life Advisors Financial Planning AND Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-25-2008
- Office Locations
- 1
Office Locations
About Life Advisors Financial Planning AND Wealth Management, LLC
Financial Life Advisors is a San Antonio-based fee-only, fiduciary planning firm serving individuals and businesses, with a focus on professionals, families, and pre-retirees. The team starts with a comprehensive financial plan, then implements and manages investments with an emphasis on tax efficiency, retirement readiness, and long-term wealth. They offer proactive guidance and education, including a downloadable Wealth & Retirement Roadmap and sample plan examples.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 88 clients, or 44 clients per representative. That equates to $168.0K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
CLIFFORD EUGENE FOWLER JR.
Managing Partner
- CRD
- #5605151
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SYNTHIA EASTRIDGE DURHAM
Adviser
- CRD
- #5605056
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,781,677 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,781,677 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Life Advisors Financial Planning AND Wealth Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.