FINANCIAL LIFE ADVISORS LLC

CRD

128502

SEC file #

801-111024

EIN

300124326

DBA names

Financial Life Advisors

Economics

AUM

$366.3M

AUM band

$100M-$500M

AUM trajectory

'20 · $193.9M

'21 · $284.4M

'22 · $284.4M

'23 · $360.6M

'25 · $345.8M

'26 · $366.3M

'20'26

$193.9M → $366.3M▲ +89%

sec adv history

Client mix

Individuals High Net Worth	118
Individuals Other	89
Charitable Organizations	1
Corporations	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 8 advisors

'21 · 7 advisors

'22 · 7 advisors

'23 · 7 advisors

'25 · 8 advisors

'26 · 8 advisors

'20'26

8 advisors → 8 advisors▬ 0%

sec adv history

Primary office

SAN ANTONIO TX

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/18/2026

financiallifeadvisers.com

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BEN GURWITZ LIVING TRUST

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

BEN GURWITZ LIVING TRUST

FRANCIS, KIRK, WARREN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

FINANCIALLIFEADVISERS.COM

Rdap Domain Creation Date

2009-03-04T20:16:37Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001802647

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2020-02-14

Edgar Last Filing Date

2025-05-15

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2025-05-15

Accession0001580642-25-003122

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	5
Lpl Financial	1

adv brochure

Edgar Addresses

Mailing

17605 WRIGHT STREETOMAHA, NE 68130

Business

17605 WRIGHT STREETOMAHA, NE 68130

Edgar EIN

300124326

Edgar Recent Filings

13F-HR/A2025-05-15 · 0001580642-25-003122

13F-HR2025-05-14 · 0001580642-25-003111

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2029-03-04T20:16:37Z

Rdap Domain Last Changed

2026-03-05T16:31:25Z

Rdap Nameservers

Ns51.domaincontrol.comNs52.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate