The Institute for the Fiduciary Standard

A resource site for investors, brokers, academics and the media.

Building a fiduciary culture of honesty, integrity, and expertise.

You are here: Home / Advisors / Financial Life Advisors

Financial Life Advisors

By

Financial Life Advisors

Financial Life Advisors

4607 San Pedro Avenue Suite 190
San Antonio, TX 78232

210.918.8998
advisor@fladvisors.com
www.fladvisors.com

Services
Financial Life Advisors offers comprehensive wealth management and investment management and financial planning. Financial Life Advisors will work with clients remotely.

Compensation methods accepted
Assets Under Management (AUM)
Hourly
Fixed fee based on assets or financial circumstances.

Required education for senior advisors in the firm
CFP® (Certified Financial Planner)
CFA® (Chartered Financial Analyst)

Link to SEC/state registration
https://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=128502

Magic Johnson (left) and Knut A. Rostad
Magic Johnson (left) and Knut A. Rostad

Fiduciary Doings

Fiduciary Magic?

Magic Johnson and Knut Rostad share a light moment on fiduciary at the MarketCounsel Summit on December 5.

At the Summit, Rostad presented on the coming of the SEC's Reg BI, and the major impact on RIAs when brokers tell investors "The law requires I meet the best interest standard at all times."

Read More