The Institute for the Fiduciary Standard

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Financial Life Advisors

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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

Fiduciary Doings

Tamar Frankel and Phyllis Borzi

 

The Institute organized a meeting to discuss common interests on Reg BI, the states and advocacy on January 16 in Washington. 22 leaders from nine advisor and consumer advocacy organizations attended.

Here, Phyllis Borzi (left) and Tamar Frankel, Institute Board of Advisor members, are seen readying to depart an Institute dinner, the evening before, where they led discussions.

 

Clark Blackman (left) and Chris Cannon, Real Fiduciary Practices Board members

 

Fiduciary Institute colors fly at CFA Institute conference. Clark Blackman (left) and Chris Cannon, Real Fiduciary Practices Board members, wear their 'Fiduciaries Rock' hats at the CFA event in Fort Lauderdale.