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Life Advisors Financial Planning AND Wealth Management, LLC

Life Advisors Financial Planning AND Wealth Management, LLC. CRD 148573

Life Advisors Financial Planning AND Wealth Management, LLC logo

CRD: 148573

Life Advisors Financial Planning AND Wealth Management, LLC

Munfordville, KY, 42765
2704041776
www.fladvisors.com
$14.8M Total AUM
$14.8M Disc. AUM
-- 3Y CAGR
2 Employees
88 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
PrimeVector +more
Established Date
11-25-2008
Office Locations
1

Office Locations

110 East Union Street Munfordville KY

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.

Team overview

66 AVG AGE
$7.4M AVG AUM / ADVISOR
$168.0K AVG AUM / CLIENT
17 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Horizon Optima bridge

Client Personas

Bridge wave Capital

Custodian

Ember Vital atlas Horizon oak Vector vector Bridge crest Harbor ember

Investment Themes

Crest Ember catalyst Focus ridge

Investment Vehicles

Eagle

Platform

Eagle radial

Services

Radial Meridian momentum Harbor Element crest Legacy Unison matrix North insight Delta Peak Harbor Horizon Timber foundation Meridian catalyst

Technology

Vertex optima Focus Timber prime

Owner & Executives

C

CLIFFORD EUGENE FOWLER JR.

Chief Compliance Officer, Managing Member, Managing Partner

CRD
#5605151
Ownership
75% or more
(864) 310-1876
radial.element@zenithcapital.com
in linkedin.com/in/ridge-radial

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Contacts

S

SYNTHIA EASTRIDGE DURHAM

Chief Compliance Officer

CRD
#5605056
(897) 947-9915
fusion.radial@atlascapital.com
in linkedin.com/in/delta-horizon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

Total SMA Asset: $14,781,677

$14.8M Total SMA
Public Funds:
35.9%
Equity - Exchange:
13.5%
U.S. Government/Agency:
26.9%
Cash:
23.7%
Asset class Assets Assets %
Public Funds $2,086,740,628 35.9%
Equity - Exchange $784,707,478 13.5%
U.S. Government/Agency $1,563,602,309 26.9%
Cash $1,377,597,573 23.7%
Total $5,812,647,988 100.0%

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