FINANCIAL LIFE ADVISORS

Legal name: FINANCIAL LIFE ADVISORS LLC

CRD 128502File 801-111024

APPROVED

Retail clients

Filing as of Mar 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$366.3M

Below cohort median (national)

Discretionary AUM

$354.5M

Non-discretionary $11.8M

Clients

209

752 accounts

Employees

Below cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Aug 17, 2017
Principal office: 2338 N LOOP 1604 W, STE 311, SAN ANTONIO, TX, 78248
Phone: 210-918-8998
Website: HTTP://WWW.FINANCIALLIFEADVISERS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $366.3M
Discretionary AUM: $354.5M
Non-discretionary AUM: $11.8M
Discretionary accounts: 736
Non-discretionary accounts: 16
Total accounts: 752
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$8.9M
Charitable organizations	Fewer than 5	$328K
High net worth individuals	118	$308.1M
Individuals (other than high net worth individuals)	89	$49.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.