# Financial Life Advisors

Financial Life Advisors is a Bank / Wealth / Trust based in San Antonio, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Antonio, United States
- **Region:** North America
- **Address:** San Antonio, TX, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** fladvisors.com
- **LinkedIn:** https://www.linkedin.com/company/financiallifeadvisors

## Regulatory record

- **CRD number:** 128502
- **SEC file number:** 801-111024
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128502

## About

Jeffrey McClure founded Financial Life Advisors in 2003, establishing the practice as a San Antonio-based registered investment advisor. The firm emerged during a wave of independent RIA launches that separated planning-led wealth management from the brokerage and bank-trust model prevalent in Texas at the time. Its core client base consists of individuals, high-net-worth households and small-business entities concentrated in South Texas. Financial Life Advisors runs discretionary portfolios anchored by financial-planning mandates — retirement income, tax-aware distribution and estate-integrated asset allocation. The firm constructs models spanning equities, fixed income and alternative sleeves, with manager selection layered into in-house strategies. Public records indicate the firm uses a mix of individual securities, mutual funds and ETFs, positioning each account against a household-level liability stream rather than a generic benchmark. The firm operates from a single office in San Antonio. Headcount and total regulatory assets under management are not publicly disclosed. No adjacent vehicles — philanthropic foundations, real-asset arms or operating businesses — are associated with the firm in public filings or regulatory records. Financial Life Advisors sits inside a fragmented independent-RIA landscape where most competitors serve a single metro area and compete on planning depth. The structural differentiator is the firm's deliberate bundling of retirement-income modeling with investment management — a posture closer to a family-office planning desk than to a broker-dealer allocation team. The single-office, single-city footprint reinforces a relationship model that scales only through client tenure, not geographic expansion.

## Questions

### How is Financial Life Advisors regulated?

Financial Life Advisors is registered with the SEC or the Texas State Securities Board as a Registered Investment Advisor, which imposes a fiduciary duty on its investment recommendations. The firm's Form ADV, the primary RIA disclosure document, is available through the SEC's Investment Adviser Public Disclosure database.

## Related profiles

- [Financial Insights Wealth Management](https://altss.com/profile/financial-insights-wealth-management-fiwm)
- [Financial Life Focus](https://altss.com/profile/financial-life-focus)

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Last updated: 2026-06-03T20:00:00.000Z

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